Battery Manufacturing Challenges
James highlights the limited number of companies outside of Asia capable of competing in battery manufacturing, emphasizing the challenges of yield and uptime. Shayle discusses the potential for western manufacturers to improve yields through innovation, while also addressing the significant subsidies that have bolstered China's battery industry. The conversation reveals a complex landscape where western efforts to replicate these advantages are underway, albeit in different forms.In this clip
From this podcast
Catalyst with Shayle Kann
Unpacking China’s cheap battery costs
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