93. Supply chain - wind, solar, batteries: how to fix the mess? - Mar23
Redefining Energy
00:00
The Future of Battery Supply?
The price volatility in and around inverters and batteries last year, you've got a whole pile of EPCs that are in real trouble because people like you are sort of saying, okay, you go and build it for me. They build it, you agree a price and they just can't get the product in the market. I'm CATL, that's where I'm going to supply. The stationary storage guys at the end of the value chain. So I'd love to see how you see that smoothing out then in the next years.
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