Great find mate. There is now a tiny voice in the back of my mind that is concerned about the US government backing down or negotiating around the timelines. OEMs and the like have had plenty of time to arrange -- or begin to arrange -- supply ex China. The issue is it hasn't suited them financially. It has well and truly been demonstrated that the ESG benefits are irrelevant to them. Financial and policy are the biggest drivers that will force their hard. If the US do back down, it will almost be thesis busted. On the chance that they don't, good, let them move quickly to secure supply. It will require JVs and capital injections and the like but that is the reality about sourcing critical materials offshore.
i too agree that the FEOC is completely necessary otherwise it would simply be impossible for onshore supply start ups to compete with a 20-year industry that operates under conditions the west simply cannot.
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