Semafor: "How a trade war with China helps (some) US clean tech companies"
by Tim McDonnell
Room for Disagreement
Chemistry aside, construction and labor costs remain major hurdles for many battery makers, as the CSO of Lyten, which also uses a new battery chemistry, told Heatmap. And for the large parts of the industry that still rely on materials that will be hard to replicate or mine in the US, manufacturing investments risk being stranded, said Gernot Wagner, climate economist at Columbia Business School: “Sadly, blanket tariffs against Chinese imports just provoke the trade war we now see, which could spectacularly backfire — cutting off US manufacturers from crucial minerals and other components in what has become a truly global supply chain.”
