Episode 210: Dr Yuan Gao
May 21, 2025•1 hr 7 min
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Episode description
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 success
The China battery ecosystem
"Dare to gamble"
Is battery success possible in North America?
Cathode developments
Comparing China's cost structure to ROW
The CATL "playbook"Leveraging vertical integration to lower lithium prices
Price expectations
The cost curve
Sodium ion leverage?
Solid state batteries
Lithium metal batteries
Rapid fire
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