Northvolt, every mention

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Verbatim, from the transcripts: the passages where Northvolt comes up

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▶ 27:11 Kurt Kelty Now, if you look at another example, Northvolt in Germany, how they, they tried to do it independently, and we, we all see what, what happened in that case.

▶ 11:58 Shayle Kann In fact, I just, I just saw, I think this week that we were recording, uh, Galp, who's a Portuguese energy company, was going to build a lithium refinery in Portugal, I believe, with, um, with Northvolt, which they just canceled. 2 times in the scene

▶ 0:13 Sam Jaffe Their investors wanted them to be huge, and they wanted them not to build one factory, but to build six gigafactories simultaneously, which is just an impossible task to handle. 2 times in the scene
▶ 2:23 Shayle Kann The Northvolt bankruptcy. 6 times in the scene
▶ 4:12 Shayle Kann So, Northvolt. 6 times in the scene
▶ 9:34 Sam Jaffe They, so, so Northvolt was going to, and they, they, they do produce cells today. 10 times in the scene
▶ 18:27 Shayle Kann So we've got this company, they raise a ton of money, 6 times in the scene
▶ 22:56 Shayle Kann Okay, so all these things going on, but let's get to, I think, what seems to be sort of the heart of the challenge, which you alluded to, which is the relationship between and choice of equipment supplier that Northvolt made. 6 times in the scene
▶ 28:48 Shayle Kann Um, prior to Northvolt, very few of them were in Sweden, one would assume. 3 times in the scene
▶ 32:00 Shayle Kann I've seen so many articles since Northvolt announced, filed for bankruptcy, um, you know, offering various lessons about what does this mean about, uh, everything from the venture capital model, as you said, to what battery manufacturing… 7 times in the scene

▶ 2:47 Shayle Kann So you combine that with recent announcements from companies like Northvolt in Europe struggling mightily and some delays or cancellations of new battery manufacturing capacity that was announced for the United States.
▶ 20:55 Shayle Kann In Europe, we had players like Northvolt that were starting to scale in
▶ 30:09 James Frith Whereas if you look at the, you know, a couple of examples from, from the West, the most obvious one at the moment is, is going to be Northvolt. 4 times in the scene
▶ 45:03 James Frith What it doesn't necessarily perhaps solve is, is for the homegrown cell makers that we have in Europe and the US, you know, the North vaults who are struggling kind of on the, just the manufacturing side today.

▶ 25:21 Dan Steingart Uh, recyclers are, are going to have to be built in as either a partner toller, where they're just guaranteed feedstock to live, and they just, they just have to make sure they're processing at, at, uh, uh, in optimum ways for as long as… 3 times in the scene

▶ 40:34 Nat Bullard You know, some of them might be Northvolt style and be building their own, their own stack, but others will be partnering with companies, and who are they going to partner with is going to be the real question.

▶ 22:27 Sam Jaffe Fryer did that, Northvolt did that, and a couple others, and Volkswagen also talked about doing that.

▶ 7:42 Sam Jaffe Fryer did that, Northvolt did that, and a couple others have, and Volkswagen also talked about doing that.

▶ 50:45 Sam Jaffe No, there, there are a handful of new battery companies like Northvolt in Europe, um,

▶ 26:16 Shayle Kann I mean, you could look at like, I don't know, Northvolt's probably an example of this in Europe, right?

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