"On my reading of the legislation, the IRA credits flow with the US based AAM processing of the raw materials (Nachu graphite) and is not predicated on Tanzania having an FTA with the US"
Yes, that's why I stated that AAM processing in the USA will be required to interest US OEMs.
Nachu on its own would not interest the US.
Has Magnis lost control of IM3NY?, page-22
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