- 汽车创新联盟负责人John Bozzella表示，美国可能需要成立一个新的贸易联盟，以满足国会去年通过的新电动汽车（EV）税收减免的反华要求。
- Bozzella说，将需要 “与盟国建立伙伴关系”，以建立新的供应链，“因为中国拥有如此重要的关键矿物份额”。
- 减少通货膨胀法》（IRA）旨在促进国内制造业，并严重降低美国在关键材料供应方面对中国的依赖性，例如绿色能源转型所需的半导体和矿物。
- Bozzella说，在短期内，中国以外的矿产不足以让美国汽车制造商满足IRA的要求。
- 华盛顿已经开始研究与某些国家的贸易条约，包括欧盟和日本，这些条约主要针对电动汽车电池的所谓关键矿物。
- 两党的立法者对汽车制造商在中国的业务都变得越来越鹰派。
- 美国财政部预计将在3月份最终确定符合税收抵免条件的电动车必须在美国或与美国有自由贸易协定的国家开采或加工一定价值的矿物。
- Bozella说，他预计当规则最终确定后，有资格获得税收减免的电动汽车数量将从目前的37辆缩减。
- The head of the Alliance for Automotive Innovation, John Bozzella, said the US may need to set up a new trade consortium to meet the anti-China demands of new electric vehicle (EV) tax credits passed by Congress last year.
- Bozzella said that “partnership with allied nations” will be required to create new supply chains “because China has such a significant share of critical minerals”.
- The Inflation Reduction Act (IRA) seeks to boost domestic manufacturing and severely lessen America’s dependence on China for supplies of key materials, such as semiconductors and minerals needed for a green energy transition.
- In the short term, there are not enough minerals outside of China for US automakers to meet the demands of the IRA, Bozzella said.
- Washington has already started looking at trade treaties with certain countries, including the European Union and Japan, that are focused on so-called critical minerals for EV batteries.
- Lawmakers from both parties have grown increasingly hawkish on automakers’ business in China.
- The US Treasury Department is expected to finalise requirements for EVs qualifying for the tax credit to be built with a certain value of their minerals extracted or processed in the US, or a country that has a free-trade agreement with the US in March.
- Bozella said he expects the number of EVs that qualify for tax credits to shrink from the 37 that are currently eligible when the rules are finalised.
這有點自不量力了。