battery materials

4 statements across 3 episodes · 1 bullish · 0 bearish · 4 people on the record · first statement Apr 21, 2022 by Kurt House · across every show →

Everything said about battery materials, oldest first

Apr 21, 2022 bullish
Prediction Not checkable as stated
House: Material limitations will not restrict grid storage battery scaling
“So I think for grid storage, it's no problem. I don't think we're going to have material shortcomings. No problem's not quite the right way to say it, but it's, we won't material limitations won't be a serious governor on grid storage applications, or even pot…”
Kurt House Apr 21, 2022 ▶ 38:50 The great rush for battery metals
Dec 7, 2023 neutral
Assertion Supported
A de minimis loophole allows low-value Chinese battery materials until 2026
“There is a significant loophole, which is a de minimis ruling, which essentially says if there's a small amount of material come, that, that does get its way into, from China then that will, and specifically of materials that don't have high value, and that's …”
Sam Jaffe Dec 7, 2023 ▶ 8:22 Update: What the new Treasury rules mean for EV supply chains
Sep 19, 2024
Insight
Kann: Battery material discovery requires co-optimizing complex material interactions
“In battery world, nothing exists in a vacuum. So you can't create a novel material and then be done with it. You have to figure out not only the material, but then its interaction with all the other materials, which are also in flux. And that's part of what ma…”
Shayle Kann Sep 19, 2024 ▶ 28:00 Can AI revolutionize materials discovery?
Sep 19, 2024
Disclosure
Çubuk: DeepMind’s next materials goal is predicting finite temperature stability
“One of our next goals is to predict not just zero Kelvin stability, but finite temperature stability, and this is much harder because at finite temperature, there's entropy effects, and we're interested in, you know, finding not just materials that are stable,…”
Doğuş Çubuk (Doj Chubuk) Sep 19, 2024 ▶ 36:19 Can AI revolutionize materials discovery?
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