Did anyone else watch the Biden speech at the Ford factory today?
It's clear that the administration is hellbent on moving reliance on foreign minerals and battery manufacturing to local sources. The good news is that with anti-China sentiment all around, this is something that everyone can get behind. If the "American Jobs Plan" gets passed in some form that supports EV infrustructure, manufacturing, and resources, this will certainly bode well for the future of LAC and other companies in the EV food chain. It will also, I hope, create enough momentum to make it difficult for disrupters at TP to stand in the way of progress.