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Cathode

topic on 2 shows · 4 statements across 3 episodes

Catalyst the Green Blueprint

4 statements about Cathode, every show

CATALYST Assertion Supported
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…”
Tom Moerenhout Apr 11, 2024 ▶ 26:44 The Big Switch: Are Batteries the New Oil?
CATALYST Opinion
Moerenhout: The world's best batteries and cathodes are Chinese technology
“If you look today at the best type of batteries, the best cathodes in the world, that is Chinese technology.”
Tom Moerenhout Apr 11, 2024 ▶ 28:30 The Big Switch: Are Batteries the New Oil?
GREEN BLUEPRINT Insight
Optimal battery performance requires co-optimizing cathode, anode, and electrolyte
“There is no best cathode. There is no best anode. There is no best electrolyte. You need to build the system that they are all compatible with each other to make the best battery.”
Greg Mulholland Jan 23, 2024 ▶ 22:19 How AI is rapidly advancing new materials for clean energy
CATALYST Assertion Supported
Schroeder: Cathodes represent the single largest expense in batteries
“So cost reductions, the cat, the cathode is the biggest single expense in the battery, so dropping its cost is, is meaningful.”
Dave Schroeder Mar 17, 2022 ▶ 19:26 When will batteries take over the world?

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