The Ledger
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Berdichevsky: Some US battery factory projects will get mothballed
“So I do think some of these projects are still, are not going to go forward at certain stages. You know, and that's kind of classic. A lot of times, you know, maybe half the announced projects end up getting built. The pipeline is way bigger than the demand to…”
Berdichevsky: Cobalt cathodes outperform cheaper nickel and LFP battery chemistries
“Cobalt cathodes are actually the highest performing. And the reason we're on nickel is because it's meaningfully cheaper. And the reason we're on iron is it's yet cheaper still. But both of those are actually lower performing than the cobalt-based cathodes.”
Berdichevsky: Iron-based battery vehicles offer lower range than nickel-based EVs
“Iron, iron-based vehicles have lower range than nickel-based vehicles today. They're really kind of marginal, but they're good enough for, you know, some markets, they're good enough for some consumers, but they're not great for everybody.”
Berdichevsky: Global overcapacity in LFP battery production is driving low costs
“And we are so Over capacity in the world on, on battery production today of LFP, which is part of the reason why the costs are so low”
Berdichevsky: Solar has 10x higher value per kilo than batteries
“There's like a 10 X difference in the value per kilo of the good between batteries and solar. So it's still a lot more efficient and effective and faster to ship solar around the world than it is with batteries.”