$Tesla (TSLA.US)$ The NEW energy vehicle policy in the Unite...

$Tesla (TSLA.US)$ The NEW energy vehicle policy in the United States is heavily increased, and the American market is dominated by high nickel ternary materials. The stimulus of the new law is expected to make the EV market in the United States is expected to break out next year, becoming another huge incremental contribution to global EV after Europe and China. Currently, the U.S. does not have the capacity to mass-produce and supply lithium iron phosphate, and exporting lithium iron phosphate would be less cost-effective than the subsidized ternary material.