Battery Pricing Dynamics
The discussion highlights the thin nature of the spot market for battery prices, particularly in China, where the stationary storage sector benefits from significant price drops. While the lowest prices may be around $50 per kilowatt hour, most contracts in the EV industry are long-term and shielded from these fluctuations. The conversation also emphasizes the importance of cell quality and the varying impacts of pricing changes across different sectors.In this clip
From this podcast
Catalyst with Shayle Kann
Unpacking China’s cheap battery costs
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