Moerenhout: The world's best batteries and cathodes are Chinese technology
Tom Moerenhout · The Big Switch: Are Batteries the New Oil? · Apr 11, 2024 · at 28:30
Tom Moerenhout of Columbia University explains that China's long-term industrial policy has made it the global technological leader in battery chemistry.
0:00 / 0:06exact quote · 6.7s
720p mp4 · rendered on demand · StarZero watermark
“If you look today at the best type of batteries, the best cathodes in the world, that is Chinese technology.”
quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →
More from Tom Moerenhout
Moerenhout: Zero Chance Energy Transition Succeeds on Schedule Without China
“Zero chance. Not at all. Not in a million years.”
Moerenhout: China controls 60% to 90% of key battery supply chain steps
“On the refining side, China controls 80% of manganese refining, more than 70% of cobalt and nickel refining, more than 60% of lithium refining. And then you get to the most valuable components, the cathodes, the anodes, right? China controls more than 75% of c…”