non-Chinese battery manufacturers

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Aug 14, 2025 by Landon Mossberg · across every show →

Everything said about non-Chinese battery manufacturers, oldest first

Aug 14, 2025 neutral
Prediction Not checkable as stated
Waiting 4-5 years cedes sodium-ion economy of scale to China
“So if we wait for, Four or five years to get into this game, we're going to be in a similar place that we are today on LFP, but, ah, today at least, you're not facing such a huge, ah, economy of scale challenge.”
Landon Mossberg Aug 14, 2025 ▶ 20:48 The case for sodium-ion
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