To win the full credit, EV makers have to source in 2023 at least two-fifths of battery materials from the US or free trade agreement partners such as Canada, Chile and Australia or recycle it in North America.
"This is going to be a golden period of 10 years, at least," said Keith Martin, an attorney with Norton Rose Fulbright who works on financing renewable energy projects.
The company's Canadian unit is working with the government to "identify opportunities for industrial facility permitting reforms", the amended filing said.