Join Francie as she discusses all things lithium battery packs for electric vehicles. She covers the recent ups and down of lithium prices, the economic influences on the prices of electric vehicle batteries, the major players in EV battery manufacturing, what we might see next in this industry, and more.
Sources used in today's episode:
BNEF Record Low Report: https://about.bnef.com/blog/lithium-ion-battery-pack-prices-hit-record-low-of-139-kwh/
BNEF Record High Report: https://about.bnef.com/blog/lithium-ion-battery-pack-prices-rise-for-first-time-to-an-average-of-151-kwh/
Reuter's report on the Chinese market: https://www.reuters.com/markets/commodities/china-lithium-price-poised-further-decline-2024-analysts-2023-12-01/
Institute for Energy Resources Report: https://www.instituteforenergyresearch.org/international-issues/china-expected-to-increase-control-over-global-lithium-and-cobalt-supply/#:~:text=China%20has%20over%20half%20of,an%20igneous%20rock%20called%20spodumene
Reuter's report on Chinese EV sales dropping: https://www.reuters.com/business/autos-transportation/china-car-sales-plunge-38-january-subsidies-tax-cut-end-2023-02-08/
China's $72B EV investment to come: https://www.reuters.com/business/autos-transportation/china-announces-extension-purchase-tax-break-nevs-until-2027-2023-06-21/
Our podcast on Ford's battery manufacturing divesting/delaying: https://youtu.be/YDaip_S8-SE
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Amazon: https://music.amazon.com/podcasts/473692b9-05b9-41f9-9b38-9f86fbdabee7/OUT-OF-SPEC-PODCAST
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