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Podcast: Redefining Energy - Minutes / Archives 2022-23
Episode: 83. Batteries and Solar overcapacities lead to price collapse; Munich auto show; Lithium M&A; Green Steel
Description: 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 AtkinsLucid CEO is very well paid.Flurry of M&A activity in the Lithium mining sector (curtesy of Joe Lowry)Green Steel takes off.