Episode 210: Dr Yuan Gao

Yuan Gao is one of the most experienced voices in the lithium ion battery world with more than a quarter century of experience across countries, companies and technologies. Topics:Reasons behind CATL & BYD's successThe China battery ecosystem"Dare to gamble"Is battery success possible in North America?Cathode developmentsComparing China's cost structure to ROWThe CATL "playbook"Leveraging vertical integration to lower lithium pricesPrice expectationsThe cost curveSodium ion leverage?Solid state batteriesLithium metal batteriesRapid fire