The David Lin Report cover image

China Controls 80% of Batteries: Can North America Catch Up?

The David Lin Report

00:00

What If China Cut LFP Exports Tomorrow?

David poses a hypothetical cutoff; John explains short-term disruption and the urgency to build local supply chains to secure grids.

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