StarZero All shows Try the podcast clipper →

NMC

3 statements across 3 episodes · 2 bullish · 0 bearish · 3 people on the record · first statement Apr 4, 2024 by Dan Steingart · across every show →

Everything said about NMC, oldest first

Apr 4, 2024 positive
Prediction Open · timeframe Apr 2029
Steingart: Direct recycling is likely the only viable path for LFP batteries
“I think if LFP recycling is going to have a shot, it's going to be on a direct recycling route, and for those that know me and get a beer with me after conferences, they're probably doing a spit take, because I'm pretty skeptical of direct recycling in a lot o…”
Dan Steingart Apr 4, 2024 ▶ 28:56 The world of battery recycling
Jul 24, 2025 neutral
Assertion Not checkable as stated
Redwood receives mostly 10-year-old NMC EV batteries for recycling
“Today they're predominantly NMC. You could think of it as what we get is what was built roughly 10 years ago. So we're time shifted from the manufacturing trends.”
Colin Campbell Jul 24, 2025 ▶ 6:39 Repurposing EV batteries for grid storage
Oct 15, 2025 positive
Assertion Supported
Storage industry shifting from NMC to LFP chemistry to reduce fire risk
“You know, on the technology side, the industry has been moving away from NMC chemistry, which was the type of battery chemistry, lithium ion battery chemistry used at Moss Landing, towards LFP chemistry, which has a lower fire risk of thermal runaway.”
Jamie Daggett Oct 15, 2025 ▶ 17:55 How insurance can narrow the valley of death [partner content]
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 200 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.

Try the podcast clipper Learn more