#208 China's Graphite Monopoly, Battery Industry In Trump Admin, Silicon vs Graphite, Price vs Range, & More | Jonathan Tan (Coreshell)

This is a free preview of a paid episode. To hear more, visit cleantechies.substack.com🌎 Welcome back to CleanTechiesThe #1 Podcast For ClimateTech EntrepreneursFree subscriber? Get the full ~52-minute conversation by upgrading to paid today.OR, unlock your free post today. OR, check out the free ~32 min version. (so many choices!) You get: * Full-length & Bonus episodes 🎙️* Monthly(ish) show with Somil & Silas 🤓* Community 🤝ClimateTech Investor? Entrepreneur? Maybe an aspiring one? Service provider?If what you do touches early-stage ClimateTech, this is the place for you. 🤝Today, we are talking to Jonathan Tan from Coreshell.Yo yo yo! 🪀 (I must have had too much caffeine today) We are back with another kick-ass episode with a kick-ass founder building kick-ass battery technology. There may be feelings hurt today when you hear what Jonathan has to say about the lack of genuine innovation in battery tech over the past ~20 years. We get into a LOT of things. But before that, you gotta know more about Jonathan. After completing his undergrad at UC Berkeley in Chemical Engineering he spent many years developing membrane technology at Membrane Technology and Research Inc. He was spending a lot of time in wastewater treatment. It’s there he realized that the major driver of that adoption, above regulation, was economics. They wanted to utilize all of the things they could to increase profitability. Then in 2017, he and his co-founders got sick of their jobs and wanted to found a company. They originally met in college and had worked in the thin film membrane industries. Roger worked in CleanTech 1.0 with thin film solar. Today, they are scaling up production in Germany with a partner. For that reason, we feel quite confident in Jonathan’s ability to speak about the do’s and definitely don’t do’s in this space. (continued below)Every ClimateTech Entrepreneur needs a reliable partner for their legal needs. Why settle for less than the best? 💪🏽Reach out to Goodwin Law today; the law firm of choice for hundreds of ClimateTech Entrepreneurs worldwide. They have you covered from funding docs to offtake contracts to IPO and M&A support. GoodwinLaw.com  (and tell them CleanTechies sent you!)Okay — so what are we talking about today, partner? 🤠* By focusing on luxury market, EV makers have emphasized range over price. This is in contrast to China’s EV market, which has now drastically lowered the cost of EVs when compared to the rest of the world. * How Coreshell’s tech will allow the EU and US to stop relying on China’s monopolistic control over the global graphite market (they currently produce ~76% of the world’s graphite supply). * Why Trump should be pro-investing in climate if he’s actually all about American independence? * How the EU treats battery recycling and why they are jealous of the US’s policy achievements. And quite a few other things. 📺 Watch on YouTube | 🍎 Apple Podcasts | 🎧 Spotify | 🗣️ Join the Slack ChannelFuture guest suggestions or topics? Leave a comment!📝 Show Notes:Topics * Dinner with Peter Singer* Jonathan’s Story * Founding Coreshell* The Technology* Reliance on China’s Graphite Monopoly* Advice to the Next Presidential Administration* Mass Production Cost vs 10x MoonshotsPaid Version Starts Here* Battery Industry in a Trump Admin* Range Anxiety vs Charge Anxiety * Economics Incentives on the Battery Industry* The US & EU’s Battery Tech Policies & Incentives * Battery Recycling & Traceability Links* Jonathan Tan | Coreshell* Connect with Somil on LinkedIn | Connect with Silas on LinkedIn* Follow CleanTechies on LinkedIn* @Silas & @Somil_Agg on X * This podcast is NOT investment advice. Do your homework and due diligence before investing in anything discussed on this podcast.