Battery Supply Chain
topic on 2 shows · 4 statements across 4 episodes
4 statements about Battery Supply Chain, every show
Kelty: GM will localize its battery supply base eightfold by 2028
“So between now and twenty-twenty-eight, we're going to localize the supply base by about eightfold between now and 28.”
Moerenhout: Zero Chance Energy Transition Succeeds on Schedule Without China
“Zero chance. Not at all. Not in a million years.”
Jaffe: Wave of battery supply chain announcements coming by Q1 2023
“We are expecting that by the end of the year or first quarter of next year, we will see a wave of announcements, and it's not just on the battery Factory front. It's the entire supply chain, and we're going all the way, you know, from mine to chemical refinery…”
Recycling batteries creates a secure domestic supply chain for America
“The U.S. Does not have a very robust supply chain for batteries domestically, but to the extent that we can recycle the batteries that we are using, that creates a secure domestic stream that can then be used to build batteries in the future.”