Battery Startups

“There are a handful of new battery companies like Northvolt in Europe and that are appearing, but this is really the last chance for that, for a new, a brand new startup battery company to be able to compete with the majors.”

“I think we are entering a winter in that regard. And Those that did raise money and inevitably, you know, didn't spend it perfectly in a perfectly optimized, efficient way are now going to are going to be weeded out.”