EP.122 Battery business models in Europe with Aurora experts Marise & Ryan
Energy Unplugged by Aurora
Is There a Future for Lithium?
Life is becoming more complicated for batteries. People are moving away from that view and accepting increasingly that you need exposure to all markets. I think the key punch lines here are imperfect foresight and the kind of the sequential accessing of markets because you can't do all of the same time. You need to optimize step by step. We've already spoken about CapEx a fair amount. So where do we see the duration game ending up right now? What is best right now and how is that going to change?
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