Sam Jaffe
VP of Business Development, Mana Battery. On 1 show, 5 appearances. The Shows tab opens the full record on each.
analystexecutivefounderjournalistLinkedIn ↗
He founded Cairn Energy Research Advisors in 2015 to provide market research on lithium-ion batteries and supply chains, which was acquired by E Source in 2021. Previously, he worked as a journalist writing for outlets including The Wall Street Journal, BusinessWeek, and Scientific American.
1shows
5appearances
70statements
35resolved
29supported
4contradicted
83%fully supported
Everything Sam Jaffe said on any show that made the record, most notable first. Each card names its show and opens the statement there.
Jaffe: Chemical factories and mines take at least five years to build
“You don't build a chemical factory in two years, in three years. You are lucky to do it in five years. You're lucky to build a mine in five years.”
Jaffe: California and Texas to Capture Majority of New US Storage
“And of course, California and Texas are getting the lion's share of these, of what's going to be installed over the next two years.”
Jaffe: Battery factories take two years to build and three to optimize
“You can build a battery factory relatively quickly, I would say a two-year timeline to building it once the decision is made, the capital is raised, and the EPCs have been chosen. It then, however, takes three years from the completion of that factory to get u…”
Jaffe: Wave of battery supply chain announcements coming by Q1 2023
“We are expecting that by the end of the year or first quarter of next year, we will see a wave of announcements, and it's not just on the battery Factory front. It's the entire supply chain, and we're going all the way, you know, from mine to chemical refinery…”
Jaffe: EVs will hit about 6% of new US sales by 2024
“We think that we're going to get to about six percent by 2024, six percent of new cars sold will be EVs.”
Jaffe: Automotive OEMs will dictate EV battery chemistry in the future
“All, all of the companies are going towards that template where the car company now is going to be, in the future, the determinant of exactly what it, what those batteries are composed of.”
Jaffe: Inefficient battery startups will be weeded out during funding winter
“I think we are entering a winter in that regard. And Those that did raise money and inevitably, you know, didn't spend it perfectly in a perfectly optimized, efficient way are now going to are going to be weeded out.”
Jaffe: Lithium prices will fall but remain elevated for a decade
“I do expect lithium pricing will decline. It's not going to stay in the stratosphere where it is now. And I think that it's going to Return. It, the, I think expensive lithium is going to be sticky. It's going to be with us for the next decade. In terms of whe…”
Jaffe: Graphite will continue to dominate EV anodes over the next decade
“On the anode side, it's going to be for this next decade, it's, we're still going to be living in a graphite dominated world with more and more silicon coming into the
The anode, but it's still going to be mostly graphite”
Jaffe: BYD and CATL dominate a consolidated field of Chinese battery makers
“There were probably close to 100 Chinese battery manufacturers, and today there's 10 that, that matter and that do it at scale, and really there's two that, that completely dominate the industry, and that's BYD and CATL.”
Jaffe: Battery manufacturing requires 18 perfectly choreographed mini-factories
“If you can imagine the complexity of battery manufacturing, it is not one factory. It is 18 mini factories doing separate things to build, to end up with a battery, all of which have to be choreographed and perfectly timed with each other to make it work and t…”
Jaffe: US will reach nearly 300 GWh of battery manufacturing
“The U.S. Will, in the next few years, have close to 300 gigawatt hours.”
Essentially all EV battery graphite currently originates from China
“And graphite is of course going to be one of the most severely challenged areas of battery materials, because today all graphite essentially is coming from China.”
US battery plants must verify equipment control software is not Chinese-made
“So, so my company, Adionics, is building a factory in the U.S., and we need to use, we need to purchase Japanese and Korean equipment, but interestingly, there's specific language in here about control software that, for that equipment that the control softwar…”
Jaffe: The IRA lifts the EV tax credit manufacturer cap until 2032
“Now it's time limited, so this is gonna expire in 2032, but through that time you can sell as many cars as you possibly can. You'll get the tax credit for it if you qualify for all of the qualifications you need to jump through.”
Jaffe: IRA critical minerals EV tax credit threshold rises to 80% by 2027
“That is, that starts at 40%, And again, goes up by 10% each year and reaches a cap of 80% by twenty-twenty-seven.”
Jaffe: Average EV battery price is around $140 per kilowatt-hour
“So on a sell basis, our average EV price today for batteries is about a 140 dollars per kilowatt hour. It's gone up significantly because of the increase in the battery materials prices.”
Jaffe: California Holds 5 GWh of Batteries Installed Within 36 Months
“California has about five gigawatt hours worth of batteries, almost all of which have come, come in the last 36 months, and essentially kept California from going into rolling blackouts in the recent heat wave.”
Jaffe: China's EV market is evenly split between LFP and ternary batteries
“At this point in China, you've got about a fifty-fifty blend of LFP cars, which tend to be the smaller cars and tend to be the plug-in hybrid cars. Versus ternary-based cars, which tend to be the larger or higher-end cars.”
Jaffe: Over 60 startup companies are developing silicon anode batteries
“There's over 60 of them... Just silicon anode. Over 60 companies that we track and try to make an analysis of”
Jaffe: China lithium spot prices have reached $70 per kilogram
“Lithium is up 900%. There is a severe supply squeeze of lithium. There's, the spot market in China for lithium is, is in the 70 dollars a kilogram for lithium carbonate equivalent, which is the feedstock material that goes into the batteries.”
Jaffe: Automotive battery cell validation takes five years from finalized design
“Really you're talking about a five-year timeline from the moment that the battery is completely designed and the design of the battery is finished to the moment that they produce the first car rolling off the assembly line with the battery in it is five years.”
One line per show, most statements first. The link opens Sam's full record on that show: the calibration, argument clarity, speaking style and every statement made there.
| Show | Role there | Eps | Statements | Record | |
|---|---|---|---|---|---|
 CATALYSTLEDGER | VP of Business Development, Mana Battery | 5 | 70 | 83% 29/35 | full record on Catalyst → |