Redwood Materials, every mention
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tap a year for its mentions
every year anyone Shayle Kann 11Dan Steingart 9Julian Spector 4David Roberts 2Trevor Houser 1Colin Campbell 1
Verbatim, from the transcripts: the passages where Redwood Materials comes up
Volts crossover: Six big energy questions
- ▶ 45:53 David Roberts Straubel's set up this big recycling company, this big battery recycling company, set it up, Redwood, set it up arguably before there were 2 times in the scene
Repurposing EV batteries for grid storage
- ▶ 3:25 Shayle Kann But that's why I found it interesting when Redwood Materials, which is the company founded by Tesla founder J.B. 4 times in the scene
- ▶ 6:59 Shayle Kann Like, so Redwood, you've been taking in all these, these end of life batteries for, for a few years of various kinds, but including the EV batteries, and historically, mostly recycling them for the material value.
- ▶ 15:56 Colin Campbell So, this business is one that really makes a ton of sense at Redwood, you know, where we are already collecting north of 80% of the end of life EV packs across the nation.
- ▶ 20:43 Shayle Kann Does it end up being that for Redwood, where you get a heterogeneous stream of incoming end-of-life batteries, and then you have these two different places you can send them, um, does it mostly end up being that the EV batteries primarily…
- ▶ 27:19 Shayle Kann I mean, you mentioned five gigawatt hours total end of life batteries coming off of EVs in the United States, but from a Redwood perspective, like how much can you expect to refurbish and turn in DSS batteries in the near term? 2 times in the scene
The world of battery recycling
- ▶ 15:20 Dan Steingart But the three, um, we can talk about today, uh, because I, I think they, they represent three interesting shades of, uh, hydrometallurgy, upstream and downstream, are redwood, redwood materials, ascend elements, and lifecycle. 6 times in the scene
- ▶ 20:39 Shayle Kann Okay, so you're saying, you know, all things equal, Redwood is sort of really focused on this getting feedstock and winning the feedstock battle, which, for what it's worth, I think is a, probably a smart thing to do.
- ▶ 24:01 Dan Steingart I think the, the brutal truth is, is that it's a cost center, and that inputs, recycled inputs, are ultimately a tolling operation unless Redwood can pull off owning the supply. 3 times in the scene
Update: What the new Treasury rules mean for EV supply chains
- ▶ 39:37 Shayle Kann In fact, imagine you're somebody like Redwood Materials, who's building cathode manufacturing in the United States.
How is U.S. industrial policy affecting actual climatetech investment?
- ▶ 31:29 Trevor Houser So Redwood Materials Facility, uh, the
What the new Treasury rules mean for EV supply chains
- ▶ 26:14 Shayle Kann In fact, imagine you're somebody like Redwood Materials, who's building cathode manufacturing in the United States.
The Carbon Copy: Get ready for the battery recycling boom
- ▶ 14:24 Julian Spector So, you know, Redwood Materials, they raised seven hundred million dollars last summer, which is, 4 times in the scene