Everything Gene Berdichevsky said on any show that made the record, most notable first. Each card names its show and opens the statement there.
Berdichevsky: It may take many years to absorb online battery capacity
“I think these shocks of supply-demand shocks will start to be smaller and smaller, but it'll take us a few years to, it may take many years to use up the capacity that's already online.”
Berdichevsky: Some US battery factory projects will get mothballed
“So I do think some of these projects are still, are not going to go forward at certain stages. You know, and that's kind of classic. A lot of times, you know, maybe half the announced projects end up getting built. The pipeline is way bigger than the demand to…”
Berdichevsky: Mass EV adoption requires superior products, not just lower costs
“One thing to remember is, you know, people aren't going to buy EVs just because they're cheaper than gas cars. People are going to buy EVs faster if they're just better cars. And this is one of those things that EVs can offer that your combustion car just coul…”
Berdichevsky: Volumetric energy density is the most critical metric for EVs
“The most, so my view, the most important metric for EVs is energy density, defined as watt-hours per liter, volumetric energy density.”
Berdichevsky: LFP batteries alone cannot achieve 100% EV fleet adoption
“I think that's a, it's a, it's going to be a huge part of the market, but it can't be the only thing we do because if it's the only thing we do, we may replace the, you know, we may replace half of the ground fleet with EVs, but not a hundred percent.”
Berdichevsky: Sodium-ion makes sense for grid storage, not electric vehicles
“I think sodium ion makes a ton of sense for the grid. I don't think it makes any sense for EVs.”
Berdichevsky: Current Tesla Supercharger density is probably sufficient
“I think the density that exists in the of superchargers today is probably sufficient.”
Berdichevsky: Cobalt cathodes outperform cheaper nickel and LFP battery chemistries
“Cobalt cathodes are actually the highest performing. And the reason we're on nickel is because it's meaningfully cheaper. And the reason we're on iron is it's yet cheaper still. But both of those are actually lower performing than the cobalt-based cathodes.”
Berdichevsky: Iron-based battery vehicles offer lower range than nickel-based EVs
“Iron, iron-based vehicles have lower range than nickel-based vehicles today. They're really kind of marginal, but they're good enough for, you know, some markets, they're good enough for some consumers, but they're not great for everybody.”
Berdichevsky: Tesla opening Superchargers is a game changer for charging trust
“People don't trust the charging network, although I think with the recent Tesla opening up the supercharger network, I think that's a complete game changer for that one.”
Berdichevsky: Global overcapacity in LFP battery production is driving low costs
“And we are so Over capacity in the world on, on battery production today of LFP, which is part of the reason why the costs are so low”
Berdichevsky: Chinese grid developers benefit most from ultra-cheap LFP batteries
“The folks that can really take advantage of it is, is, ah, you know, grid developers in, in China is, is the best folks to take advantage of it.”
Berdichevsky: Solar has 10x higher value per kilo than batteries
“There's like a 10 X difference in the value per kilo of the good between batteries and solar. So it's still a lot more efficient and effective and faster to ship solar around the world than it is with batteries.”
Berdichevsky: Factory startups face one-year delays due to power interconnection queues
“And we know of companies, you know, that may miss their entire factory startups by a year because they can't get power in time and there's just nothing you can do.”
Berdichevsky: Bidirectional EV charging technical hurdles can be readily overcome
“I think the technical limitation can be overcome fairly readily. If the, if there's market signal that there's the value to overcoming that technical limitation.”
Berdichevsky: Only 2,000 to 3,000 EVs were sold worldwide in 2011
“There were about 2003 thousand electric cars sold worldwide, right? Not 100,200 thousand, but, you know, just 2003 thousand. So you know, we're talking you know, almost no vehicles.”
Berdichevsky: Global lithium-ion production was roughly 50 GWh in 2011
“There were maybe 50 gigawatt hours of lithium ion produced that year.”