About this episode
Topics:
The Benchmark vision & business model
Limiting factors to the growth of the “lithium ion economy”
The “great battery raw material disconnect”
The LME nickel fiasco
Is President Biden invoking the Defense Production Act significant?
Tesla compared with legacy OEMs
The emerging US Battery Supply chain compared with the EU – rhetoric vs reality
Vertical Integration in the battery/EV space
Why the lithium shortage is understated – the battery scrap conundrum
Where is Benchmark in five years?
The impact of geopolitics on the lithium ion battery world
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