battery manufacturing

4 statements across 4 episodes · 2 bullish · 0 bearish · 3 people on the record · first statement Mar 17, 2022 by Dave Schroeder · across every show →

Everything said about battery manufacturing, oldest first

Mar 17, 2022 positive
Insight
Schroeder: Battery cost pressure naturally aligns with reducing manufacturing emissions
“Energy use drives cost and this is a really competitive business, so there's a huge incentive for squeezing the energy out of battery manufacturing because people want to squeeze the cost out.”
Dave Schroeder Mar 17, 2022 ▶ 28:40 When will batteries take over the world?
Sep 29, 2022 bullish
Prediction Open · timeframe Sep 2032
Jaffe: Over 600 GWh of battery manufacturing will onshore in North America
“We expect over 600 gigawatt hours worth of battery manufacturing to onshore in North America Over the next decade.”
Sam Jaffe Sep 29, 2022 ▶ 31:20 Is the Inflation Reduction Act a win for EVs and batteries?
Aug 17, 2023 neutral
Assertion Supported
Lubbershane: U.S. battery factories in development will consume over 1% of national power
“We've added up Roughly speaking about a terawatt hour's worth of new battery manufacturing capacity that's really credible and under development in the U.S. Today. And by that, I mean a terawatt hour's worth of battery capacity of annual battery production... …”
Andy Lubershane Aug 17, 2023 ▶ 16:36 Navigating the electricity gauntlet
Dec 12, 2024
Insight
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…”
Sam Jaffe Dec 12, 2024 ▶ 19:18 What went wrong at Northvolt?
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