....I listen to Michael because he understands EV and he understands China...because he worked as a US auto senior executive in Asia Pacific. He has a wholistic picture with unbiased perspective.
Sweden's great battery hope – Northvolt – meets tough realities.
How to compete when China has a grip on all the key battery marbles:
Mines
Mineral processing
Cell manufacturing
Pack designs
Home market scale
Subsidies
Battery maker Northvolt to cut jobs, slash operations
