In the summer of 2020, Simon Moores delivered a wake-up call to the US Senate: China is building one mega battery factory every week. The United States is building at a pace of just three per year. By the end of the first quarter of 2021, there were a total of 200 mega battery factories in the pipeline globally. Of this total, China accounted for 75%. Europe had 10%, and the US totalled just 5%. In this episode of the Winning in Asia podcast, Simon Moores delivers an expert view of the race for global supremacy in batteries for electric vehicles. Today, China, Korea and Japan utterly dominate battery production and the all-important supply chains that feed into battery making. Asian battery makers - CATL, BYD, LG Chem, SK Innovation, Samsung SDI and Panasonic - are the clear-cut industry leaders. Europe and the US are playing catch up. Is it too late? Or are we still in the early days of the battery revolution?
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Simon Moores, Managing Director, Benchmark Minerals: China's Dominance of the Global Battery Race
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Simon Moores, Managing Director, Benchmark Minerals: China's Dominance of the Global Battery Race
Driving with Dunne
Electric vehicles are the future. But with new technologies comes confusion! What's real? And what is hyperbole? Who are the people to know and what are their visions? Leading global electric vehicle innovators and executives join Michael J. Dunne in no-nonsense conversations about what that electric future looks like. Speaking with some of the biggest in the field like Fisker, NIO, Lucid, Xpeng and more, Dunne - author, entrepreneur and keynote speaker – knows the business of electric vehicles. He’s going to answer questions like: Which EV brands are the best? Why is the charging experience so unpredictable? Who makes the best battery? The electric vehicle revolution is a global race that China now leads with America way back in their rear view mirror. Who will win out - and why? Every episode of Driving With Dunne equips you with powerful new knowledge about the future of these battery-propelled computers on wheels.
Electric vehicles are the future. But with new technologies comes confusion! What's real? And what is hyperbole? Who are the people to know and what are their visions? Leading global electric vehicle innovators and executives join Michael J. Dunne in no-nonsense conversations about what that electric future looks like. Speaking with some of the biggest in the field like Fisker, NIO, Lucid, Xpeng and more, Dunne - author, entrepreneur and keynote speaker – knows the business of electric vehicles. He’s going to answer questions like: Which EV brands are the best? Why is the charging experience so unpredictable? Who makes the best battery? The electric vehicle revolution is a global race that China now leads with America way back in their rear view mirror. Who will win out - and why? Every episode of Driving With Dunne equips you with powerful new knowledge about the future of these battery-propelled computers on wheels.Listen on
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