83. Batteries and Solar overcapacities lead to price collapse; Munich auto show; Lithium M&A; Green Steel
Update: 2023-09-09
Description
Every Sunday, Gerard and Laurent discuss last week’s news in the Energy Transition (sorry poor audio, we recorded at the last minute).
On the Menu:
On the Menu:
- Chinese overinvestment in batteries and solar is triggering price collapses, forcing OECD manufacturers to adapt or die.
- Live from Munich auto-show with Roger Atkins
- Lucid CEO is very well paid.
- Flurry of M&A activity in the Lithium mining sector (curtesy of Joe Lowry)
- Green Steel takes off.
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