Battery Production

topic on 2 shows · 3 statements across 3 episodes

the Neon Show Catalyst

3 statements about Battery Production, every show

NEON SHOW Assertion Supported
Sikri: China controls and weaponizes critical battery minerals and supply chains
“The whole battery production in the world is concentrated in China, and they have Control of a lot of the rare earths and minerals which go into this production, which they are weaponizing whenever they feel it is necessary.”
Rajiv Sikri Oct 26, 2024 ▶ 1:01:51 Rajiv Sikri Former MEA Secretary On India-US Relations, Pakistan's Decline & Bangladesh
CATALYST Assertion Supported
Berdichevsky: Global overcapacity in LFP battery production is driving low costs
“And we are so Over capacity in the world on, on battery production today of LFP, which is part of the reason why the costs are so low”
Gene Berdichevsky Jul 25, 2024 ▶ 18:01 The EV market’s awkward teenage years
CATALYST Assertion Supported
Bullard: Annual global battery production reached 1 TWh for first time
“I believe it was also the first year of producing a terawatt hour worth of batteries.”
Nat Bullard Feb 8, 2024 ▶ 39:21 2024 trends: batteries, transferable tax credits, and the cost of capital

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