battery manufacturing capacity

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jul 25, 2024 by Gene Berdichevsky · across every show →

Everything said about battery manufacturing capacity, oldest first

Jul 25, 2024 bearish
Prediction Not checkable as stated
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.”
Gene Berdichevsky Jul 25, 2024 ▶ 23:22 The EV market’s awkward teenage years
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