The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 5 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Steingart: Battery recycling is a tolling operation without supply ownership
“I think 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. Because if Redwood can pull off owning the supply, then it owns the mine of the future,…”
Steingart: Mining Giants Lack Economic Incentive to Scale Battery Recycling
“So, in terms of their unit economics, it doesn't make any sense For a mining company to involve itself in recycling in a big way in twenty-twenty-four, both because all of the recycling material coming in, or most of it is, is scrap, and, ah, what's not scrap …”
Steingart: Battery Recycling Margin Gains Will Be Quickly Eroded by Price Competition
“So, so, in a perfectly efficient market, recycling is just a tolling operation, where it is, will exist to an extent that it can keep its costs neutral, and every time there's an advance that lowers the cost of recycling, there will be a year or two where that…”
Steingart: Li-Cycle's realpolitik strategy targets commodity metal sulfates for cathode makers
“So life cycle is, is the real politic of the three. Life cycle is born from hatch DNA. Hatch has been making mining electro primary extraction, electro winning equipment for a very long time. And life cycle says the world wants sulfate metal sulfate, excuse me…”
Steingart: 18650 cells became the linchpin enabling low-cost energy storage
“The idea that the cell that Brett is, is taking apart for you today would be the commodity cell when I was Brett's age 20 years ago was, seemed impossible. But through just brutally Efficient engineering. It turned out to be the linchpin for enabling low-cost …”