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I think the key argument, which is not acknowledged in the article, is that the recent Inflation Reduction Act has quite dramatically improved the unit economic
by spywaregorilla 4y ago
I think the key argument, which is not acknowledged in the article, is that the recent Inflation Reduction Act has quite dramatically improved the unit economics of producing solar panels and batteries to the point of it literally being more economical to manufacture things in the US. It would be a sensible area to invest in regardless of Tesla if you think you have the capability to play in that space.
- nebula8804 4y agoAny risk of WTO lawsuits? I know the Korean and Japanese auto companies are considering suing due to some advantages that the incumbent auto manufacturers have in the bill. I suspect there will be carve outs for every foreign company that complains.
- spywaregorilla 4y agoNo idea, but interesting question. I would guess not on the issue of solar panels as that's too distant. Maybe an argument could be made for the batteries? I don't know the bill in sufficient detail.