The Ledger
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Frith: Past subsidies are not fundamental to China's current battery cost advantage
“So the subsidies from the last decade They've helped to build up these big companies that we know, BYD, CATL, Eve Energy, etc. But they're not fundamental in this, you know, in the way that people think they are to the kind of low-cost structure that we're see…”
Frith: Western-Chinese partnerships can enable differentiated battery manufacturing onshoring
“Partnerships with kind of Chinese cell manufacturers, Western technology developers, I think is a big way that would be kind of almost a win-win situation for everyone, and would see us onshoring battery manufacturing in, in, in the US and Europe, with a diffe…”