How concerned are you that this country or even your own company will over-invest heavily in a supply chain based on current lithium-ion technology, only to have newer, cheaper battery chemistries enter the market? I don't see any risk right now that we're over-investing in scale on some of these products. "From every angle I look at it, we're dramatically under-investing," he says.
Batteries are a critical part of the transition away from fossil fuels. From electric vehicles to grid scale storage for wind and solar, demand for batteries is expected to grow 500% by 2030. In order to meet that demand, we’re going to need a lot more batteries. And while companies like JB Straubel’s Redwood Materials are building capacity for recycling, for now that means a lot more mining. How do we build a battery supply chain that meets demand and reduces harm?
This episode is underwritten by ClimateWorks.
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