:"So how do you achieve industrial, national security, energy, and labor goals of the IRA if you can't sell the product you are producing?"
It's a fair question. But it is only one of many that the IRA is addressing:
How do we incentivize good jobs in the USA? (Union and apprentice bonus)
How do we protect against China cutting of processed graphite supply? (EPA grants, EPA LPO)
How do we take control of the USA energy future as we shift from fossil fuels? (REAP grants, tax credits)
How do we fund cell, pack, foil, and separator manufacture in the USA? (Loans and grants)
How do we structure this so that it cannot be undone by the next administration? (10 year window, red state money flow)
How do we keep from alienating our geopolitical friends? (USMCA inclusive for 1/2 of EV credit and free trade partner inclusive for minerals requirements)
The list is much longer than this, but notice the EV tax credit which is meant to lower the cost for EVs includes forcing factors for US and Friendshoring of important parts of the supply chain. Add FEOC requirements, and to me the intent is clear. You may have a different opinion and that is great! I think you are too narrowly focusing on one (important) aspect of the bill and ignoring the rest of the context.
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