MAX Episode #11 - Henry Sanderson, Author - Volt Rush, Executive Editor - Benchmark Mineral Intelligence
China EVs & More
EVs in Europe and the US - Is China the Answer?
I think it really is trying to diversify as quickly as possible and being led by the Koreans, right? As raw material prices go up because of the competition between two of the larger players, BYD and CATL, that puts a cap on pricing of the battery cells. But eventually battery cells in the short term should go up in price. They have been going up over the last 18 months. And that's going to make it even more difficult for EV adoption, at least in Europe and the United States. So I don't know who's going to win."
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