anode
also referred to as: anodes
2 statements across 2 episodes · 0 bullish · 0 bearish · 2 people on the record · first statement Apr 11, 2024 by Tom Moerenhout · across every show →
Everything said about anode, oldest first
Apr 11, 2024 neutral
Moerenhout: China controls 60% to 90% of key battery supply chain steps
“On the refining side, China controls 80% of manganese refining, more than 70% of cobalt and nickel refining, more than 60% of lithium refining. And then you get to the most valuable components, the cathodes, the anodes, right? China controls more than 75% of c…”