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battery supply chain

also referred to as: battery supply chains

3 statements across 3 episodes · 2 bullish · 1 bearish · 3 people on the record · first statement Sep 29, 2022 by Sam Jaffe · across every show →

Everything said about battery supply chain, oldest first

Sep 29, 2022 bullish
Prediction Not checkable as stated
Jaffe: Wave of battery supply chain announcements coming by Q1 2023
“We are expecting that by the end of the year or first quarter of next year, we will see a wave of announcements, and it's not just on the battery Factory front. It's the entire supply chain, and we're going all the way, you know, from mine to chemical refinery…”
Sam Jaffe Sep 29, 2022 ▶ 34:51 Is the Inflation Reduction Act a win for EVs and batteries?
Apr 11, 2024 bearish
Prediction Not checkable as stated
Moerenhout: Zero Chance Energy Transition Succeeds on Schedule Without China
“Zero chance. Not at all. Not in a million years.”
Tom Moerenhout Apr 11, 2024 ▶ 32:54 The Big Switch: Are Batteries the New Oil?
Jun 26, 2025 bullish
Prediction Not checkable as stated
Kelty: GM will localize its battery supply base eightfold by 2028
“So between now and twenty-twenty-eight, we're going to localize the supply base by about eightfold between now and 28.”
Kurt Kelty Jun 26, 2025 ▶ 9:47 GM's big new battery tech push
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