83. Batteries and Solar overcapacities lead to price collapse; Munich auto show; Lithium M&A; Green Steel

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Redefining Energy - Minutes / Archives 2022-23

Laurent Segalen and Gerard Reid

98 episodes

6 months ago

These are the 2022-23 Archives of Redefining Minutes. You can now find our Minutes every other Monday on the Redefining Energy main show.

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News

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All content for Redefining Energy - Minutes / Archives 2022-23 is the property of Laurent Segalen and Gerard Reid and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

These are the 2022-23 Archives of Redefining Minutes. You can now find our Minutes every other Monday on the Redefining Energy main show.

News Commentary

News

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83. Batteries and Solar overcapacities lead to price collapse; Munich auto show; Lithium M&A; Green Steel

Redefining Energy - Minutes / Archives 2022-23

8 minutes

2 years ago

83. Batteries and Solar overcapacities lead to price collapse; Munich auto show; Lithium M&A; Green Steel

Every Sunday, Gerard and Laurent discuss last week’s news in the Energy Transition (sorry poor audio, we recorded at the last minute).
On the Menu:

Chinese overinvestment in batteries and solar is triggering price collapses, forcing OECD manufacturers to adapt or die.
Live from Munich auto-show with Roger Atkins
Lucid CEO is very well paid.
Flurry of M&A activity in the Lithium mining sector (curtesy of Joe Lowry)
Green Steel takes off.