Why The Next Battery Won't Need Lithium Or Rare Earth | Nikhil Kamath | WTF Is A Battery
Business
I went into this wanting one answer, if I were starting something today, should it be an electric car company or a battery company and what I got back was narrower and more useful than I expected: don't build the thing that needs rare earth. We got into why sodium carbonate sits at roughly a tenth of what the equivalent lithium inputs cost, what $50 million actually buys you if you're starting this from scratch, why the world saw over 14,000 LFP fires last year alone and what that says about the chemistry everyone standardised on, and the part I keep coming back to that your car is parked 98% of the time in front of your house, and there's a version of this where that's not a dead asset but a micro data center. Every car a token factory. I didn't see that coming.
Henning Rath, Chief Executive Officer at EnerVenue
- LinkedIn: https://www.linkedin.com/in/henning-rath/
- Kun Tang, Executive Chairman of HiNa Battery
- LinkedIN: https://www.linkedin.com/in/kun-tang-52a52327/
Footage Source: BYD footage: https://www.youtube.com/watch?v=k0oMa2jWXaM
Tesla footage: https://www.youtube.com/watch?v=50PU-cQx7j0
Nikhil Kamath-Co-founder of Zerodha and Gruhas
Host of 'WTF is' & 'People By WTF' Podcast
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