Asia, every mention
10 scenes (2024) · ← back to Asia
tap a year for its mentions
every year 2024 anyone Shayle Kann 14Kate Steele 5Richard Wang 3Kurt Kelty 3Anne-Sophie Corbeau 3Scott Moskowitz 2Paul Lambert 2Josh Linville 2Tony Brough 1Shanu Matthew 1
Verbatim, from the transcripts: the passages where Asia comes up
What went wrong at Northvolt?
- ▶ 3:19 Shayle Kann Northvolt was also viewed as Europe's great hope for homegrown EV battery manufacturing to counter the rising tide coming from Asia and from China in particular in recent years.
- ▶ 5:51 Sam Jaffe And, and able to be on an equal footing with the Asian giants that dominate the battery industry.
- ▶ 32:00 Shayle Kann I've seen so many articles since Northvolt announced, filed for bankruptcy, um, you know, offering various lessons about what does this mean about, uh, everything from the venture capital model, as you said, to what battery manufacturing…
TEA breakdown: green ammonia and synthetic methane
- ▶ 5:17 Shayle Kann Probably most notably as a potential shipping fuel, sort of in, in battle between ammonia and methanol there, um, but also in, in some parts of Asia, people are talking about firing power plants with ammonia, using it as an energy carrier,…
Getting heat pumps right
- ▶ 9:05 Paul Lambert Um, with the mini split market, it tends to be pretty dominated by Asian brands. 2 times in the scene
Unpacking China’s cheap battery costs
- ▶ 31:38 James Frith Outside of China, you know, there's only a limited number of companies, or outside of Asia, I should say, there's a limited number of companies that have that capability.
The EV market’s awkward teenage years
- ▶ 26:29 Shayle Kann It's sort of like China versus other Asian countries. 2 times in the scene
More 2024 trends: ESG, carbon certifications, curtailment, and AI
- ▶ 32:21 Shayle Kann The industry scaled up, the supply chain scaled up, and this is why Asia has been dominant historically and all of that.
2024 trends: batteries, transferable tax credits, and the cost of capital
- ▶ 38:17 Shayle Kann Appreciate generally, but it's still fairly remarkable that it is true, which is that all 10 of the top 10 largest battery cell manufacturers are now in Asia. 4 times in the scene
Solving the cow burp problem
- ▶ 10:09 Charles Brooke Yeah, you know, by country, region, the, the large proportions are from the Americas, you know, the North, North and South Americas, and Asia, with actually India being the largest concentration of, of cattle globally.