Jaffe: Northvolt could have worked if investors forced focus on one factory
Sam Jaffe · What went wrong at Northvolt? · Dec 12, 2024 · at 30:59
Battery analyst Sam Jaffe evaluates why Northvolt collapsed and how investor pressure for rapid expansion undermined initial factory execution.
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“And if their goal and focus and their investors had pushed them very hard to get that one factory to work right, do anything you can to get that one factory to work right, and then we'll figure out everything else later. I, you know, I think it could have worked.”
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