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cathode

also referred to as: cathodes

3 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Mar 17, 2022 by Dave Schroeder · across every show →

Everything said about cathode, oldest first

Mar 17, 2022 neutral
Assertion Supported
Schroeder: Cathodes represent the single largest expense in batteries
“So cost reductions, the cat, the cathode is the biggest single expense in the battery, so dropping its cost is, is meaningful.”
Dave Schroeder Mar 17, 2022 ▶ 19:26 When will batteries take over the world?
Apr 11, 2024 neutral
Assertion Supported
Moerenhout: China controls 60% to 90% of key battery supply chain steps
“On the refining side, China controls 80% of manganese refining, more than 70% of cobalt and nickel refining, more than 60% of lithium refining. And then you get to the most valuable components, the cathodes, the anodes, right? China controls more than 75% of c…”
Tom Moerenhout Apr 11, 2024 ▶ 26:44 The Big Switch: Are Batteries the New Oil?
Apr 11, 2024 positive
Opinion
Moerenhout: The world's best batteries and cathodes are Chinese technology
“If you look today at the best type of batteries, the best cathodes in the world, that is Chinese technology.”
Tom Moerenhout Apr 11, 2024 ▶ 28:30 The Big Switch: Are Batteries the New Oil?
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