The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 6 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Tang: China's EV dominance resulted from heavy multi-decade state subsidies
“Today's situation in China is a national drive for last decades. So, you know, so the pure EV car, it can get easily charged in China, in most cities, but you cannot guarantee that happen in India, or even in Germany. I don't think there's too many charge stat…”
Tang: CATL sells at a 10% premium due to superior safety
“Tier two Chinese companies, the ratio of their safety issues always much higher than top, like BYD, like CTL.
So that's why CTL always sell about the 10% expensive than
The tier two.”
Tang: Sodium raw materials cost one-tenth of lithium equivalents
“So the price of cobalt sodium Combinates, it's one-tenth of the lithium components.”
Tang: Sodium-ion batteries utilize the same manufacturing facilities as lithium
“We are the same level with lithium. So we use actually the similar facility with lithium. So we just change the material. So so that's why most of the lithium battery company, they claim they have sodium product.”