Gigafactories
topic on 2 shows · 2 statements across 2 episodes
2 statements about Gigafactories, every show
Steingart: Battery recyclers will face a lean period as scrap rates drop
“I worry about the business case here because the gigafactories have every incentive in the world to minimize this amount of scrap, and so at the same time, we don't want batteries to die, so every recycler is going to have a lean period as scrap rates go down.…”
Chen: Full EV transition requires 14 to 27 Tesla-sized Gigafactories
“UBS ran the numbers, and they think that depending on how quickly adoption happens, anywhere between sort of 14 and 27 of the Tesla-sized gigafactories would be enough to produce batteries for all of the world's electric vehicles. In aggregate, this would be s…”