Yayoi Sekine
5 statements across 1 episodes · 2 bullish · 2 bearish · 1 people on the record · first statement Feb 8, 2024 by Yayoi Sekine · across every show →
On the record as a speaker too: Yayoi Sekine's record, appearances and statements → this page counts the times other people say the name.
Everything said about Yayoi Sekine, oldest first
Feb 8, 2024 bearish
Sekine: Global battery manufacturing capacity reached 3x demand in 2023
“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…”
Feb 8, 2024 bullish
Sekine: Gigawatt-hour scale battery projects will likely become standard by 2030
“I think the fully formed ones are probably around gigawatt hour scale projects. We see a couple of examples of those today, but I think expecting them to be the norm of how company, like a lot of large scale projects might go forward. I imagine that's going to…”
Feb 8, 2024 bearish
BNEF's Sekine: Average battery prices will fall 6% to $133/kWh in 2024
“Our, like our expectation at BNF is that prices will drop this year. So drop about six percent. So we averaged last year, just as a pricing point, we averaged at about 139 dollars per kilowatt hour on a volume average basis. So that includes all segments that …”
Feb 8, 2024 neutral
Feb 8, 2024 positive
Sekine: Global battery cell capacity grew ~40% to 2.6 TWh in 2023
“In the end of twenty-twenty-three, we have about 2.6 terawatt hours of commission capacity confirmed globally. We haven't tallied out tallied up all the capacity just yet, but it's likely to be more than three terawatt hours in terms of total lithium-ion batte…”