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Sep 2023
8m 38s

83. Batteries and Solar overcapacities l...

Laurent Segalen and Gerard Reid
About this episode
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 Atkins
  • Lucid CEO is very well paid.
  • Flurry of M&A activity in the Lithium mining sector (curtesy of Joe Lowry)
  • Green Steel takes off.
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