battery manufacturing

“That is going to transform the market for EVs and for all batteries. If you are paid by the kilowatt hours produced, I mean, companies are already starting to move their operations to the U.S., this will completely transform it, and I think we will become a gl…”

“Many of the promises from the Obama era, ah, a million EVs on the roads by 2015, ah, owning 40% of the world's battery manufacturing, creating a million new manufacturing jobs, they just didn't materialize as expected.”

“When you have three X Battery like manufacturing capacity relative to total demands in the global market, which is where we are where we were in 2023, you kind of expect there to be some shakeup because not every company is able to ramp up a gigawatt hour fact…”