Gigafactories
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Apr 4, 2024 by Dan Steingart · across every show →
Everything said about Gigafactories, oldest first
Apr 4, 2024 bearish
Steingart: Battery recyclers will face a lean period as scrap rates drop
“I worry about the business case here because the gigafactories have every incentive in the world to minimize this amount of scrap, and so at the same time, we don't want batteries to die, so every recycler is going to have a lean period as scrap rates go down.…”