Final part of Qi Wang’s talk with Frank Oliveri, David O'Hara and Ashlyn Teel of Washington Analysis, an independent research firm focused on the investment implications of U.S. politics.
Please note we have removed this recording given the sensitive nature of the conversation. If you are a MegaTrust client or a paid subscriber of Daily Reflection on China, you can request the original recording by emailing me (qi.wang@substack.com).
For part one of the podcast, please enter here.
For details of this event including the speakers’ bios, please click here.
To learn more about Washington Analysis, LLC and its research, please contact dohara@washingtonanalysis.com or sam.siddiqui@cfraresearch.com.
Key Takeaways
Starting 2025, the U.S. electric vehicle (EV) tax credit will exclude any cars with imported components or materials sourced from a “foreign entity of concern” (e.g. China).
This is one way how the U.S. tries to limit China’s industrial products (low tech), for example power batteries and Lithium resources.
President Biden also directed the Committee on Foreign Investment in the U.S. (CFIUS) to look more closely at certain foreign transactions, such as those in advanced clean energy and critical materials like Lithium.
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