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battery production

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Feb 8, 2024 by Nat Bullard · across every show →

Everything said about battery production, oldest first

Feb 8, 2024 bullish
Assertion Supported
Bullard: Annual global battery production reached 1 TWh for first time
“I believe it was also the first year of producing a terawatt hour worth of batteries.”
Nat Bullard Feb 8, 2024 ▶ 39:21 2024 trends: batteries, transferable tax credits, and the cost of capital
Jul 25, 2024 neutral
Assertion Supported
Berdichevsky: Global overcapacity in LFP battery production is driving low costs
“And we are so Over capacity in the world on, on battery production today of LFP, which is part of the reason why the costs are so low”
Gene Berdichevsky Jul 25, 2024 ▶ 18:01 The EV market’s awkward teenage years
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