Exclusive from The Electric: A Leading Chinese Nickel Producer ...

Huayou Cobalt, a Chinese supplier of battery-grade nickel to Tesla, Ford, and Volkswagen, is attempting to break into the U.S. battery supply chain and qualify for tax credits under the Inflation Reduction Act (IRA). An executive from Huayou's U.S. strategy team expressed concerns about future policy changes that could render their investments worthless, despite meeting current regulations.

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