Go offline with the Player FM app!
Episode 203: NEVs & BESS (Tu Le & Henrique Ribeiro)
Manage episode 460557446 series 2584001
The first episode of 2025 is a double episode covering the two most significant demand drivers of lithium: electric transportation and battery energy storage systems. My guests are two experts in their respective fields: Tu Le from Sino Auto Insights and Henrique Ribeiro from S&P Global.
Topics:
State of the NEV market
The rise of PHEVs
Autonomous vehicles
Zeekr (Geely) & Waymo
Top Chinese NEV companies
Tariffs
Tesla
Thinning the herd
Legacy OEMs: who survives?
FSD
Battery energy storage systems (BESS)
BESS impact on lithium demand
The economics of BESS
Sodium ion: not ready for prime time
How real is battery "second life"?
BESS in 2030
161 episodes
Manage episode 460557446 series 2584001
The first episode of 2025 is a double episode covering the two most significant demand drivers of lithium: electric transportation and battery energy storage systems. My guests are two experts in their respective fields: Tu Le from Sino Auto Insights and Henrique Ribeiro from S&P Global.
Topics:
State of the NEV market
The rise of PHEVs
Autonomous vehicles
Zeekr (Geely) & Waymo
Top Chinese NEV companies
Tariffs
Tesla
Thinning the herd
Legacy OEMs: who survives?
FSD
Battery energy storage systems (BESS)
BESS impact on lithium demand
The economics of BESS
Sodium ion: not ready for prime time
How real is battery "second life"?
BESS in 2030
161 episodes
All episodes
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.