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 
Rapid Fire

Ver todos los episodios