China, every mention

20 scenes (said by Sam Jaffe) · ← back to China

mentionsepisodesper episode tap a year for its mentions

Verbatim, from the transcripts: the passages where China comes up

loading…

▶ 7:22 Sam Jaffe Um, so China was, was definitely producing batteries, was definitely part of the overall competitive mix, um, 5 times in the scene
▶ 11:05 Sam Jaffe And, and I think it's good to go back to look at how, how it's done in China. 2 times in the scene
▶ 23:18 Sam Jaffe So they, they chose as their main equipment supplier a Chinese 5 times in the scene
▶ 30:06 Sam Jaffe It had to be invented and there definitely is some now, especially in China and in Korea, and we're building them in the U.S. today and there are other
▶ 32:28 Sam Jaffe You can't build batteries in Europe, or in outside of China, or anywhere except for China, and that is definitely not true. 2 times in the scene

▶ 1:30 Sam Jaffe Um, it is a pretty solid, bulletproof, um, way of, of keeping China out of the US battery supply chain. 2 times in the scene
▶ 6:32 Sam Jaffe For the purposes of the, the tax credits, and, ah, they, they list out what makes a foreign entity of concern, which is essentially a company in China, Russia, North Korea, or Iran, and they, they go into some more detail about that, such… 6 times in the scene
▶ 25:31 Sam Jaffe Nothing compared to what's in China, but it is significant too.
▶ 29:42 Sam Jaffe Um, however, in the case of Australia, they dig up the rock called spodumene, and then they ship it to China to be processed into lithium hydroxide or lithium carbonate, and that processing, uh, part of the supply chain is actually done…
▶ 38:04 Sam Jaffe If it's processed in China, boom, it doesn't count because we're not, we don't have a free trade treaty with China. 2 times in the scene
▶ 43:35 Sam Jaffe Um, and that's important because if you are today shipping your spodumine to China to be made into lithium hydroxide, um, then that's, if, if, if, if, if China does turn out to be a foreign entity of concern, that will, that will… 6 times in the scene

▶ 10:45 Sam Jaffe Nothing compared to what's in China, but it, it, it is significant too.
▶ 14:56 Sam Jaffe Um, however, in the case of Australia, they dig up the rock called spodumene, and then they ship it to China to be processed into lithium hydroxide or lithium carbonate, and that processing, uh, part of the supply chain is actually done…
▶ 24:42 Sam Jaffe If it's processed in China, boom, it doesn't count because we're not, we don't have a free trade treaty with China. 2 times in the scene
▶ 30:13 Sam Jaffe Um, and that's important because if you are today shipping your spodumine to China to be made into lithium hydroxide, um, then that's, if, if, if, if, if China does turn out to be a foreign entity of concern, that will, that will… 6 times in the scene

▶ 23:20 Sam Jaffe And of course, Chinese cells would be cheaper, but remember, there's also a tariff for Chinese cells coming in. 4 times in the scene
▶ 33:41 Sam Jaffe Um, the, the answer is probably China. 2 times in the scene
▶ 42:19 Sam Jaffe Which essentially means a Chinese company, but it has to be specifically listed as a foreign entity of concern. 3 times in the scene

▶ 8:27 Sam Jaffe And at the time, China, China Inc. was planning its, its ascension into the lithium ion space. 7 times in the scene
▶ 27:33 Sam Jaffe Um, there's, the spot market in China for lithium is, is in the 70 dollars a kilogram for lithium carbonate equivalent, which is the feedstock material that goes into the batteries. 3 times in the scene

Turn any episode into a week of clips.