Catalyst with Shayle Kann cover image

The EV market’s awkward teenage years

Catalyst with Shayle Kann

00:00

Challenges and Complexities in the EV Battery and Manufacturing Industry

The chapter delves into the challenges faced by automakers and battery makers in the EV battery and manufacturing industry, exploring overbuilt capacity, pricing fluctuations, and contractual relationships. It also discusses the geopolitical landscape, highlighting China's dominance as a battery supplier and the importance of local battery production. The conversation touches on the impact of the EV market growth on manufacturing capacity, the implications of incentives like the IRA, and the increasing load growth on the grid due to data centers and manufacturing expansion.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app