energy density

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Feb 20, 2025 by Adrian Yao · across every show →

Everything said about energy density, oldest first

Feb 20, 2025 negative
Insight
Yao: Manufacturing scale alone won't make sodium-ion cheaper than LFP
“It's not about scale. It's not about just taking the chemistries and sodium mine today and then scaling the hell out of it... What drives the cost at the end is the materials intensity... Just focusing on scale won't get us there.”
Adrian Yao Feb 20, 2025 ▶ 31:15 The promise and perils of sodium-ion batteries
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