AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
The Importance of Supply Chain Risks in the Battery Industry
Ethan: I think batteries are sort of in the same place now that the early oil industry was in. So there's all these crazy supply chain risks, whether geopolitical or just like supply demand mismatches. And so if you can have a steady stream of cells, then you can you can take huge percentages of the market just by having that available.