Episode 133: Simon Moores

Topics:  The Benchmark vision & business model  Limiting factors to the growth of the “lithium ion economy”  The “great battery raw material disconnect”   The LME nickel fiasco  Is President Biden invoking the Defense Production Act significant?  Tesla compared with legacy OEMs  The emerging US Battery Supply chain compared with the EU – rhetoric vs reality  Vertical Integration in the battery/EV space  Why the lithium shortage is understated – the battery scrap conundrum  Where is Benchmark in five years?  The impact of geopolitics on the lithium ion battery world  Rapid Fire