83. Batteries and Solar overcapacities lead to price collapse; Munich auto show; Lithium M&A; Green Steel
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Every Sunday, Gerard and Laurent discuss last week’s news in the Energy Transition (sorry poor audio, we recorded at the last minute).
On the Menu:
Chinese overinvestment in batteries and solar is triggering price collapses, forcing OECD manufacturers to adapt or die.Live from Munich auto-show with Roger AtkinsLucid CEO is very well paid.Flurry of M&A activity in the Lithium mining sector (curtesy of Joe Lowry)Green Steel takes off.
More Episodes
Final Episode on the Redefining Energy MINUTES channel.
We are moving to the main channel in 2024 (That’s why we also publish this Episode on the main channel.)
Here are the Redefining Energy Awards for 2023:
Company of the Year - BYDStart Up of the Year - PV CaseDeal of the Year – Tesla and...
Published 12/26/23
Published 12/26/23
Every Sunday, Laurent and Gerard discuss last week’s news in the Energy Transition.
On the menu:
Number of the week: 1 million EV produced in China in NovemberCOP 28: great success or “nothingburger”?Lithium crash (-80% YTD)EDF alone to finance the UK nuclear plant Hinkley Point CMasdar scoopers...
Published 12/17/23
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