EV value chain

3 statements across 3 episodes · 2 bullish · 1 bearish · 3 people on the record · first statement Mar 2, 2023 by Nat Bullard · across every show →

Everything said about EV value chain, oldest first

Mar 2, 2023 bullish

Assertion Supported

Bullard: US EV value chain announcements reached $70B in 2022

“I mean, I have elsewhere here that there's about seventy billion dollars worth of announcements last year in the, in EV value chain in the United States.”

Nat Bullard Mar 2, 2023 ▶ 21:58 More 2023 trends: EVs, onshoring, and the three ages of decarbonization

Oct 12, 2023 bullish

Assertion Supported

Houser: 93% of recent US clean manufacturing investment is in EVs

“If you look at the past two years combined of actual investment, 93% is in the EV value chain. So that's critical minerals, batteries EV assembly and charging equipment. so that's a 92%. The vast majority of the remainder is solar, and then there's a tiny am…”

Trevor Houser Oct 12, 2023 ▶ 17:00 How is U.S. industrial policy affecting actual climatetech investment?

Mar 14, 2024 bearish

Prediction Not checkable as stated

Matthew: EV tax credits will likely face political risk if presidency switches

“You don't need to look too much beyond public commentary to see that, like, EV tax credits will likely come under concern, and so that probably impacts anyone investing in the EV value chain.”

Shanu Matthew Mar 14, 2024 ▶ 15:22 Climate tech’s tough year in the public markets

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EV value chain

Everything said about EV value chain, oldest first

Turn any episode into a week of clips.