If the industry revolving around electric vehicles is now largely controlled by China, which is several years ahead of other countries in this field, with the advent of this energy, several countries intend to undermine the Chinese hegemony, and above all regain “control” over their supply chains.

It is in this sense that the United States and Japan have just signed an agreement aimed at strengthening “supply chains of the most important minerals and batteries for electric vehicles”. At the same time, the exchange between the two countries for these products, necessary for the energy transition and still dominated by China, will strengthen.

Japanese cars will soon have the upper hand in the US

This agreement must allow “facilitate trade, promote free and undistorted competition and set reliable social and environmental standards” on these products and thus enable the establishment of supply chains “Safe, reliable and fair” between the two countries, according to a statement from the services of the trade ambassador of the White House.

“Japan is one of our most important partners, and this agreement allows us to strengthen our relationship. This is an important moment that demonstrates that the United States continues to work with our allies and partners to strengthen supply chains in the IRA. »

This agreement is not insignificant because US to add Japanese batteries and electric cars to list likely to benefit from $7,500 subsidy outlined in President Joe Biden’s (IRA) major climate plan that was finally voted on last summer. Remember that this protectionist measure also caused a lot of concern, especially from the European Union.

Will it be Europe’s turn soon?

“The IRA assumes that free trade agreements like this make parts from Japan acceptable. By the end of the month, the Treasury must clarify the conditions”– said a representative of the administration during a telephone press briefing.

The final decision will be made by the Ministry of Finance, which should be published in the coming days. list of suitable vehicles. This also applies to the most important materials needed for the energy transition, in particular for the production of wind turbines and solar panels.

The EU is apparently on the lookout and intends to sign a similar agreement with the US to allow European producers to benefit from the same subsidies. Negotiations are ongoing on both sides of the Atlantic.