Cell manufacturing combines high technical complexity with poor commodity margins
Tarun Mehta · Ep# 14 | WTF is Happening with EV? Nikhil ft. Founders of Reva, Ather, Blusmart, and Ossus · Nikhil Kamath · Dec 10, 2023 · at 2:06:24
Tarun Mehta, co-founder of Ather Energy, explains why standalone battery cell manufacturing offers weak unit economics despite high technological barriers.
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“So I've really considered cell manufacturing is this really complexly bad combo. Very high tech with commodity margins. So it only makes strategic sense. It generally doesn't make cost sense.”
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