As the growth of the EV market and Energy Storage continues unabated, we wanted to know what the current State of Play in the Battery industry is.In 2023, China dominates the Li_Ion battery market and its main companies, BYD and CATL are – alongside Tesla – blazing the trail of new technologies and performances. Are there options beyond Lithium? How much progress have the battery technologies recently made? Where is the path forward for all the announced chemistries? Is vertical integration a real trend? Can the US and EU catch up?We discuss with Cormac O’Laoire, Managing Director at Electrios Energy, a Hong-Kong based expert; it becomes obvious that China and the rest of the world are on the cusp on diverging, adopting different technological pathways in term of Battery Chemistry. We talk about LFP/LMFP – Lithium Ferro Phosphate / Lithium Manganese Ferro Phosphate vs NMC – Nickel Manganese Cobalt. We talk about Sodium-Ion, Solid State… We talk prices. We try to foresee what will stay and what will go.A fascinating deep dive with one of the world’s most recognised expert on battery supply chain. Who will win, who will catch-up, who will lose. We see clearer after this thorough conversation with Cormac. ----We thank our long tem partner Aquila Capital whithout whom this show wouldn't probably exist.

In this lively discussion, Aaron Wade, Tom Tsogt, Cormac O’Laoire, Christopher Chico, Chris Berry, and Iola Hughe dive into the intriguing trend of battery consolidation. They analyze how giants like CATL and BYD are shaping the industry landscape, while small startups struggle to keep up. The conversation highlights the shift towards LFP chemistry and prismatic form factors as industry standards. They also touch on solar advancements in Pakistan and the upcoming insights from Amazon's Faraz Ahmad on redefining carbon emissions accounting.