Episode 133: Simon Moores

Topics: 

The Benchmark vision & business model 

Limiting factors to the growth of the “lithium ion economy” 

The “great battery raw material disconnect”  

The LME nickel fiasco 

Is President Biden invoking the Defense Production Act significant? 

Tesla compared with legacy OEMs 

The emerging US Battery Supply chain compared with the EU – rhetoric vs reality 

Vertical Integration in the battery/EV space 

Why the lithium shortage is understated – the battery scrap conundrum 

Where is Benchmark in five years? 

The impact of geopolitics on the lithium ion battery world 

Rapid Fire