Metals
topic on 4 shows · 4 statements across 4 episodes
Capital Allocators 
Catalyst 
How I Built This 
the a16z Podcast
4 statements about Metals, every show
Caldwell: Raw metals are the primary cost driver in battery manufacturing
“When I was working on factory design and construction, The most expensive thing was actually the equipment that goes inside the factory. Then when we started working on cell manufacturing, kind of realized that the expensive part of making cells is the stuff t…”
Dell: Every metal requires more energy to manufacture than steel
“Every metal besides steel requires more energy to make it than steel does”
Ursa Major develops proprietary metals in-house for rocket applications
“So we develop our own metals in house for some of our applications.”
Gave: Most European Clients Cannot Buy Energy or Metals Due to ESG
“I just came back from Europe, and I saw a number of our clients, and I was telling them, look, you got to own energy, and you got to own metals, and you got, most of the clients I talked to say, we can't. Like, because of ESG constraints, because of this, beca…”