103. Battery chemistry: China against the World - Aug23
As the growth of the EV market and Energy Storage continues unabated, we wanted to know what the current State of Play in the Battery industry is.
In 2023, China dominates the Li_Ion battery market and its main companies, BYD and CATL are \u2013 alongside Tesla \u2013 blazing the trail of new technologies and performances. Are there options beyond Lithium? How much progress have the battery technologies recently made? Where is the path forward for all the announced chemistries? Is vertical integration a real trend? Can the US and EU catch up?
We discuss with Cormac O\u2019Laoire, Managing Director at Electrios Energy, a Hong-Kong based expert; it becomes obvious that China and the rest of the world are on the cusp on diverging, adopting different technological pathways in term of Battery Chemistry. We talk about LFP/LMFP \u2013 Lithium Ferro Phosphate / Lithium Manganese Ferro Phosphate vs NMC \u2013 Nickel Manganese Cobalt. We talk about Sodium-Ion, Solid State\u2026 We talk prices. We try to foresee what will stay and what will go.
A fascinating deep dive with one of the world\u2019s most recognised expert on battery supply chain. Who will win, who will catch-up, who will lose. We see clearer after this thorough conversation with Cormac.
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We thank our long tem partner Aquila Capital whithout whom this show wouldn't probably exist.