Recoil421996 Tyco R/C 11 points an hour ago*
There's no LFP production in North America, and they didn't magically co-onshore ~30GWh of LFP production overnight. These RWD packs are still CATL LFP from China.
They're likely slicing the incentives per-model,
as the IRA allows:
Proposed § 1.30D–3(a)(3)(iv) would provide that a qualified manufacturer may determine qualifying critical mineral content based on the value of the applicable critical minerals actually contained in the battery of a specific vehicle. Alternatively, for purposes of calculating the qualifying critical mineral content for batteries in a group of vehicles, a qualified manufacturer could average the qualifying critical mineral content calculation over a limited period of time (for example, a year, quarter, or month) with respect to vehicles from the same model line, plant, class, or some combination of thereof, with final assembly (as defined in section 30D(d)(5) of the Code and proposed § 1.30D–2(b)) within North America. The Treasury Department and the IRS seek comment on whether to include any more specific conditions or limitations on this ability to average these calculations
What this means if that if Tesla has 60% LFP packs 100% from China, and 40% NMC packs 100% from North America, they can still establish the entire TM3 line as qualifying.