Anode
topic on 2 shows · 3 statements across 3 episodes
3 statements about Anode, every show
Kelty: Battery anode supply is currently almost 100% sourced from China
“The anode right now is almost a hundred percent from China.”
Moerenhout: China controls 60% to 90% of key battery supply chain steps
“On the refining side, China controls 80% of manganese refining, more than 70% of cobalt and nickel refining, more than 60% of lithium refining. And then you get to the most valuable components, the cathodes, the anodes, right? China controls more than 75% of c…”