Episode 203: NEVs & BESS (Tu Le & Henrique Ribeiro)

from The Global Lithium Podcast · host Joe Lowry

The first episode of 2025 is a double episode covering the two most significant demand drivers of lithium: electric transportation and battery energy storage systems. My guests are two experts in their respective fields: Tu Le from Sino Auto Insights and Henrique Ribeiro from S&P Global. Topics: State of the NEV market The rise of PHEVs Autonomous vehicles Zeekr (Geely) & Waymo Top Chinese NEV companies Tariffs Tesla Thinning the herd Legacy OEMs: who survives? FSD Battery energy storage systems (BESS) BESS impact on lithium demand The economics of BESS Sodium ion: not ready for prime time How real is battery "second life"? BESS in 2030

Episode metadata supplied by the publisher feed · Published Jan 11, 2025

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Episode 203: NEVs & BESS (Tu Le & Henrique Ribeiro)

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