Episode 210: Dr Yuan Gao

Yuan Gao is one of the most experienced voices in the lithium ion battery world with more than a quarter century of experience across countries, companies and technologies.

Topics:

Reasons behind CATL & BYD's success

The China battery ecosystem

"Dare to gamble"

Is battery success possible in North America?

Cathode developments

Comparing China's cost structure to ROW

The CATL "playbook"Leveraging vertical integration to lower lithium prices

Price expectations

The cost curve

Sodium ion leverage?

Solid state batteries

Lithium metal batteries

Rapid fire