38. The EV Battery race: gigafactories, supply chains and chemistry - nov20

Redefining Energy

The EV Battery race is in full swing: competition for scale, building of international supply chains and the search for the best chemistry. After the spectacular Tesla Battery Day where a path to a 50% reduction in batteries costs has been plotted, Redefining Energy tries to assess Tesla’s technological advances versus its competitors: Years or just months? And what is the competition working on?
There is no better guest than Roland Zenn, Supply Chain Manager at Farasis, to provide a technical inside-view on the state-of-the art of Batteries production. Farasis is one of the challengers in the EV battery race, with a partnership with Daimler. Are we on the path to standardization or specialization? How can we continue to reduce prices while ensuring a staggering growth in volume? What are the breakthroughs around the corner? All those themes and much more in this new Episode of the Redefining Energy podcast, to reach an answer to one of the key question of 2020: can the Auto Industry catch up on Tesla?
A great thanks to Simon Moores and Vivas Kumar from Benchmark Mineral Intelligence, George Heppel from CRUGroup, Joe Lowry aka “Mr Lithium”, Howard Klein and Rodney Hooper from RK Equity and Jack Bedder from Roskill for their insights. They are the real experts!