Li-Cycle

3 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Jul 7, 2022 by Julian Spector · said 9 times in 2 episodes since 2022 · across every show →

Mentions by year

brought up most by Shayle Kann (6), Julian Spector (2), Dan Steingart (1)

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2024 7 mentions in 1 episode
2022 2 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Li-Cycle, oldest first

Jul 7, 2022 neutral
Assertion Supported
Spector: Li-Cycle raised over $500M in SPAC plus subsequent strategic capital
“Lifecycle did a SPAC, and that pulled in over five hundred million dollars, and then they've gotten A few hundred million more since then from, like, Koch strategic platforms as well as from a major mining conglomerate.”
Julian Spector Jul 7, 2022 ▶ 14:49 The Carbon Copy: Get ready for the battery recycling boom
Apr 4, 2024 positive
Insight
Steingart: Li-Cycle's realpolitik strategy targets commodity metal sulfates for cathode makers
“So life cycle is, is the real politic of the three. Life cycle is born from hatch DNA. Hatch has been making mining electro primary extraction, electro winning equipment for a very long time. And life cycle says the world wants sulfate metal sulfate, excuse me…”
Dan Steingart Apr 4, 2024 ▶ 21:05 The world of battery recycling
Apr 4, 2024 neutral
Assertion Supported
Steingart: Redwood, Ascend, and Li-Cycle rely on scrap exceeding 20%
“Currently, all three of these companies are living off of gigafactory scrap, which is exceptionally high, over, over 20%, as I understand it.”
Dan Steingart Apr 4, 2024 ▶ 16:50 The world of battery recycling
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