domestic battery supply chain

The Advanced Battery Industry on the Day After

2024-11-07T16:43:33-05:00

The 2024 general election is mercifully over.  Many in the advanced battery, renewable energy and electric vehicle industries are apprehensive about the result to say the least.  While some apprehension is warranted, it is important to keep a few of things in mind. First is that advanced batteries and electric vehicles are not the product of government policy.  They are the product of fundamental changes in energy and automotive technologies that will continue regardless of political leadership.  Government policy cannot affect the existence of this change (though it can affect its pace).  Politics will not prevent the adoption of a superior [...]

The Advanced Battery Industry on the Day After2024-11-07T16:43:33-05:00

We Need a New Approach to China

2024-08-02T17:25:00-04:00

Two weeks ago, I had the pleasure of extending an invitation to Robin Zeng Yuqun, the Chairman of CATL, to attend a meeting of the Board of Directors of NAATBatt International in Detroit next October.  CATL is a longtime NAATBatt member and the largest manufacturer of lithium-ion batteries in the world.  This week I was informed that Mr. Zeng would be unable to attend because of geopolitical issues. NAATBatt’s core mission is to promote the development, commercialization and manufacture of advanced battery technology in North America.  No organization has been more concerned about the growing concentration of lithium battery supplies and [...]

We Need a New Approach to China2024-08-02T17:25:00-04:00
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