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Chinese battery manufacturers

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Dec 12, 2024 by Sam Jaffe · across every show →

Everything said about Chinese battery manufacturers, oldest first

Dec 12, 2024 neutral
Assertion Supported
Jaffe: BYD and CATL dominate a consolidated field of Chinese battery makers
“There were probably close to 100 Chinese battery manufacturers, and today there's 10 that, that matter and that do it at scale, and really there's two that, that completely dominate the industry, and that's BYD and CATL.”
Sam Jaffe Dec 12, 2024 ▶ 6:59 What went wrong at Northvolt?
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