Episode 203: NEVs & BESS (Tu Le & Henrique Ribeiro)

The first episode of 2025 is a double episode covering the two most significant demand drivers of lithium: electric transportation and battery energy storage systems. My guests are two experts in their respective fields: Tu Le from Sino Auto Insights and Henrique Ribeiro from S&P Global.

Topics:

State of the NEV market

The rise of PHEVs

Autonomous vehicles

Zeekr (Geely) & Waymo

Top Chinese NEV companies

Tariffs

Tesla

Thinning the herd

Legacy OEMs: who survives?

FSD

Battery energy storage systems (BESS)

BESS impact on lithium demand

The economics of BESS

Sodium ion: not ready for prime time

How real is battery "second life"?

BESS in 2030