How Tax Credits Reshape Global Supply Chains

We examine how production tax credits for battery materials are quietly rewriting the rules of global trade. Lucas and Luna break down the specific mechanics of the Inflation Reduction Act’s domestic content requirements and trace their impact on mining investments in Australia and Canada. This episode looks at the real-world friction between environmental goals and industrial policy, using lithium and cobalt supply chains as the central case study to understand where fiscal incentives actually move physical assets. #SupplyChain #TaxPolicy #InflationReductionAct #BatteryMaterials #IndustrialPolicy #LithiumMining #FexingoBusiness #EconomicsPodcast #GreenEnergy #GlobalTrade #CorporateStrategy #MiningInvestment #CarbonFootprint #DomesticContent #FiscalPolicy #EnergyTransition #BusinessStrategy #Fexingo Keep every episode free: buymeacoffee.com/fexingo