Colin Campbell
On 2 shows, 2 appearances. The Shows tab opens the full record on each.
engineerexecutiveinvestor
2shows
2appearances
38statements
10resolved
8supported
0contradicted
80%fully supported
Everything Colin Campbell said on any show that made the record, most notable first. Each card names its show and opens the statement there.
Second-life EV batteries require just one to two years to become profitable
“The life of the second life battery on the grid is, it's certainly long enough to be economically valuable, and that, in order to make economic sense, it's really one or two years, hundreds of cycles, low hundreds of cycles.”
Redwood repurposes retired EV battery packs without opening them or removing modules
“We do a very brief electrical inspection. Something like five minutes, cell balance impedance check, and we literally wheel it out to the field where we have a spot for it and plug it in. So we are not opening up the packs. We are not removing the modules. We …”
Second-life EV batteries excel in four-to-twenty-hour long-duration grid storage
“We can certainly play in the two hour, four hour markets with repurposed EV packs, second life packs. Where we see them really starting to shine, though, is in the longer duration. Markets. So four hour, eight hour, maybe longer, maybe 20 hour. And that's beca…”
Environmental commodity markets will face shortages and price inflections by mid-2020s
“And in the window of time we're in now, sort of mid decade, 20 twenties, we are likely to be flipping into an environment where we're going to be in shortage of many of these instruments. And that's likely to cause a significant price inflection.”
Redwood repurposes 95% of retired EV batteries for grid storage before recycling
“We don't have to choose, right? So we Typically we'll do both. We will send a battery out to a grid scale energy storage site to provide grid services when that is economically sensible, which is 95% of the time, and then we will go on to recover the metals va…”
Redwood Materials collects over 80% of US end-of-life EV battery packs
“We are already collecting north of 80% of the end of life EV packs across the nation.”
Campbell: Compliance carbon prices will rise as permit shortages manifest
“So we see the size of these markets and the compliance side growing the volumes of actual permits come down over time, but we believe price will be growing as the shortages that we expect to take place. Start to manifest themselves in different markets.”
Campbell: Investors must be wary of unstructured voluntary carbon markets
“So what we have seen is a very, very disparate set of opportunities in the voluntary markets, many of which are interesting, but many of which are also not interesting, both as actually doing good in the world, as well as an investment opportunities. And like …”
Campbell: Negative press will not derail voluntary carbon market trend
“And the negative news you would think is probably going to make the end users just take more time in assessing what to do and may slow down some of them from pulling triggers quickly. I don't think it significantly alters the secular theme or the trend that's …”
Proprietary power electronics allow Redwood Materials to use any battery chemistry
“We're totally agnostic to chemistry type. So because of the power electronics that we've developed, we can really easily integrate low capacity, high capacity, high nickel, LFP new, old, low voltage, high voltage packs, whatever it is we're ready to plug it in…”
Repurposing used LFP batteries for grid storage remains economically viable
“The economics are different for LFP, but they still solve. The metals values are lower. The cycle life is different. The degradation is different. The energy value is different, but it still makes sense to deploy them on the grid used LFP packs.”
Redwood Materials expects to deploy gigawatt-hours of repurposed batteries by 2026
“We think we can refurbish and deploy Gigawatt hours. Low single digit gigawatt hours this year, next year.”
Campbell: Environmental markets lack institutional capital to reach fair value
“More recently, we've come across environmental markets in the last five years, which we think is another example of one of these nascent markets where there is not significant capital yet and move those markets to what we think is, is fair value as an example.”
Oil companies' resistance to compliance carbon programs has sharply declined
“And while there was resistance, 10 and 15 and 20 years ago, you know, where you would see oil companies lobbying against these sorts of programs, what you've seen in the last half decade is More and more of them see the writing on the wall. They realize we're …”
Government-mandated price floors create positively skewed compliance carbon market investments
“The governments are often regulating price minimums and even escalating price minimums, which can create unique and interesting and positively skewed investment opportunities for investors.”
Campbell: Compliance carbon market returns are fundamentally uncorrelated with equities
“The more important time horizon that we use is focusing on the medium and long-term of what will drive prices in these markets, and that's the fundamentals of each of these individual markets, the supply, the demand, the regulatory changes that are occurring, …”
Extreme heterogeneity among voluntary carbon offsets makes standardizing exchange-traded products highly unlikely
“In light of the underlying heterogeneity of different voluntary carbon offsets that are associated with many, many different projects in many, many different countries, it's very hard to have a standardized exchange traded standard That really captures all of …”
Campbell: Voluntary Carbon Markets Will Grow Substantially Over Next Decade
“And we do think over the next decade, the voluntary markets can be quite substantial. Because of the ubiquity of carbon emissions, it's just everywhere. So we think as more and more of the world actually say, you know what, we're going to start to figure out h…”
Compliance carbon policymakers explicitly designed markets to rely on investor price discovery
“On the compliance side, helping the policy makers achieve their objective of reducing emissions from their emitters by being part of that market and participating in that market, which is explicitly contemplated by the market design in order. They want investo…”
Campbell: Environmental markets reward active market picking over passive beta
“This is very much a sort of market pickers opportunity or sort of a stock pickers type opportunity where you want to cherry pick the markets that are the most interesting at current prices and given the current fundamentals and regulatory regimes.”
Extended regulatory wait times signal substantial sidelined capital eyeing compliance carbon markets
“In some of these markets, there's actually extended wait periods in order to get access to the market to us. That's another sign that there's lots of capital waiting to get into these markets.”
Redwood Materials finds retired EV batteries typically lose only 20% capacity
“So from a physical perspective they're usually almost new. And then from an electrical and electrochemical perspective we receive them when a customer might get frustrated with them, typically. So that's something like I've lost 20% of my range, or the acceler…”
Redwood receives mostly 10-year-old NMC EV batteries for recycling
“Today they're predominantly NMC. You could think of it as what we get is what was built roughly 10 years ago. So we're time shifted from the manufacturing trends.”
One line per show, most statements first. The link opens Colin's full record on that show: the calibration, argument clarity, speaking style and every statement made there.
| Show | Role there | Eps | Statements | Record | |
|---|---|---|---|---|---|
 CAPITAL ALLOCATORSLEDGER | 1 | 25 | 71% 5/7 | full record on Capital Allocators → | |
 CATALYSTLEDGER | 1 | 13 | 100% 3/3 | full record on Catalyst → |