Redefining Energy - Minutes / Archives 2022-23

83. Batteries and Solar overcapacities lead to price collapse; Munich auto show; Lithium M&A; Green Steel

Sep 9, 2023
Guest
Roger Atkins
Guest
Joe Lowry
Roger Atkins, who participated in the Munich auto-show, discusses the implications of Chinese overinvestment in batteries and solar, leading to price collapses. Joe Lowry provides insights on the flurry of M&A activity in the Lithium mining sector. The podcast also explores the booming green steel industry and the exorbitant compensation of Lucid CEO.
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Episode notes
1
Introduction
00:00 • 2min
2
The Price Collapse of Batteries and Solar Overcapacities: The End of Internal Combustion Engine
01:58 • 2min
3
Discussion on the Solar Industry and Chinese Module Pricing
03:30 • 2min
4
Lucid CEO's Compensation and M&A Activities in the Lithium Industry
05:23 • 2min
5
Decrease in Lithium Prices and Investments in Green Steel
06:59 • 2min