Episode 203: NEVs & BESS (Tu Le & Henrique Ribeiro)
About this episode
The first episode of 2025 is a double episode covering the two most significant demand drivers of lithium: electric transportation and battery energy storage systems. My guests are two experts in their respective fields: Tu Le from Sino Auto Insights and Henrique Ribeiro from S&P Global.
Topics:
State of the NEV market
The rise of PHEVs
Autonomous vehicles
Zeekr (Geely) & Waymo
Top Chinese NEV companies
Tariffs
Tesla
Thinning the herd
Legacy OEMs: who survives?
FSD
Battery energy storage systems (BESS)
BESS impact on lithium demand
The economics of BESS
Sodium ion: not ready for prime time
How real is battery "second life"?
BESS in 2030
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