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Cell Manufacturing

topic on 2 shows · 3 statements across 2 episodes

WTF is with Nikhil Kamath the Green Blueprint

3 statements about Cell Manufacturing, every show

GREEN BLUEPRINT Prediction Not checkable as stated
Beebe: US battery manufacturing requires major political contortions to succeed
“I don't think cell manufacturing is going to happen here without contortions on the political front.”
Andrew Beebe Jun 10, 2024 ▶ 29:58 AI-fueled geothermal and ‘the edge of the possible’
WTF Assertion Not checkable as stated
Mehta: Viable cell manufacturing in India requires at least 4,000-5,000 crore investment
“The challenge of setting up cell manufacturing in India for a while now has been demanding. And the minimum investment required is pretty high. Like if you're not putting, if you're not bringing four, 5000 crores to the table, practically, it'll be very diffic…”
Tarun Mehta Dec 10, 2023 ▶ 2:05:11 Ep# 14 | WTF is Happening with EV? Nikhil ft. Founders of Reva, Ather, Blusmart, and Ossus · Nikhil Kamath
WTF Insight
Cell manufacturing combines high technical complexity with poor commodity margins
“So I've really considered cell manufacturing is this really complexly bad combo. Very high tech with commodity margins. So it only makes strategic sense. It generally doesn't make cost sense.”
Tarun Mehta Dec 10, 2023 ▶ 2:06:24 Ep# 14 | WTF is Happening with EV? Nikhil ft. Founders of Reva, Ather, Blusmart, and Ossus · Nikhil Kamath

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