As I've been saying, it takes between 2-3yrs dependant of size...

As I've been saying, it takes between 2-3yrs dependant of size to build and ramp AAM plants. 2027 is only just over 2.5 yrs away. They have to finance the AAM producers ASAP so they can meet the 2027 deadline to supply AAM to the anode manufactures.

Riverside still needs $132m in financing and the Greenfields project ~$700m less whatever DOE loan they can get. They also need to get their long lead time equipment orders in.

For those EV's which qualify, it will be interesting to see how many OEM's chase the 2 year graphite FEOC exemption. If they don't, they won't qualify for any of the $7500 subsidy. All battery, cathode, electrolyte, separator etc manufactures for those EV's won't qualify as well. There is no way AAM producers can meet the amount for all EV's which do qualify by 2027. The projects are always late as well so what happens then.

This has become very messy.

I'm sure @stockyclint will agree to disagree.