iron

2 statements across 2 episodes · 0 bullish · 0 bearish · 2 people on the record · first statement Jul 25, 2024 by Gene Berdichevsky · across every show →

Everything said about iron, oldest first

Jul 25, 2024 neutral
Assertion Supported
Berdichevsky: Cobalt cathodes outperform cheaper nickel and LFP battery chemistries
“Cobalt cathodes are actually the highest performing. And the reason we're on nickel is because it's meaningfully cheaper. And the reason we're on iron is it's yet cheaper still. But both of those are actually lower performing than the cobalt-based cathodes.”
Gene Berdichevsky Jul 25, 2024 ▶ 8:55 The EV market’s awkward teenage years
Aug 2, 2024 neutral
Assertion Supported
Dell: Over 90% of Virgin Iron Is Made in Blast Furnaces
“So, the iron making process, that's really where the major driver of all the greenhouse gas emissions from the, ah, the steel industry come from, and more than 90% of iron made today is made with a single piece of equipment, which is called the blast furnace.”
Rebecca Dell Aug 2, 2024 ▶ 10:54 Pathways to decarbonizing steel
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