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Episode 203: NEVs & BESS (Tu Le & Henrique Ribeiro)

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Manage episode 460557446 series 2584001
Content provided by Joe Lowry. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Joe Lowry or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

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

  continue reading

161 episodes

Artwork
iconShare
 
Manage episode 460557446 series 2584001
Content provided by Joe Lowry. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Joe Lowry or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

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

  continue reading

161 episodes

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