Видео

😢So, i can kiss goodbye my 3500 Euros salary for Sept.Thank you😂

Subsidies？ should we all sanction European cars because the EU is subsidising their industries? 😂

I failed to see how Chinese made items lead to the failure of Northvolt?

EU work ethic is way way behind than any Asia country.

This is a classic example of overcapacity. The Dao of economy will ensure weak producers be punished for producing products where consumer do not want.

What is she saying? Was this woman made an analyst in the name of feminism and diversity? No wonder they went bankrupt?😂😂😂

China owns the complete logistics chain i n batteries

Europe is in tatter!

there is no reason to keep up powder production in communistic european countries - building factories in germany, poland or nordics is pointless due to oversafetisation and overtaxation . domfoks publicly stating safety as a driver are judorussian agents. welcome to new mba zone where fools driven economies are dead.

Love it

Mister Carlsson is a fraudster from the very beginning.

What? LG is the company that is making the most lithium ion batteries in Europe. I heard China China China, and not a word about Korea.

Whats with the word salad lady.

Ms.Shivangee Failure reason 1. Cooperatiin with Chinese ( who will not reveal mass production secret ) 2. Workers who does not speak Chinese.. You probably checked up the report of ex worker of Northvolt. Europe has to start from scratch. China Korea Japan no country will give any tech secret to Europe. It is as Europe taught to them as well.

The reality is that EU has been living a bureaucracy dream over the last 2 decades... it's time to wake up and reject this EU version...🤡🤡

But the factory, machinery, and assets are not lost. Someone can get it cheap, almost free, and make it work perhaps. Tesla ? Panasonic ?

In fact, this company has lacked competitive products for many years, and their survival depends on EU subsidies. Therefore, it is right to let this company go bankrupt.

Follow Tesla.

Who was the young woman..her opinions were random and incoherent.. where is she getting her data and what is this to do with North Volt..😢

West is getting played lol, China doesn't allow you to operate in mainland without a stake owned by Chinese business.

It means Europe is fucked, duh! There, I saved 4 mins of your life.

why china will allow EU to liscence battery tech? europe does not sell chip machine to china. u will be treated accordingly.

The EU will probably step in. It's too important to let it fall

Northvolt - the pride of European technology and expertise. $15 billion raised so far. Waiting for “white” knights only.

Notice how this analyst carefully walked around the facts without actually explaining anything. She said that CATL/China will have 30% by 2030, Northvolt potentially 5% and then no explanation at all who will provide 65% to Europe.

just buy batteries from Japan or maybe korea if u dont want to buy from china. Europe can't compete with Asia's technology and production facilities

Very good analysis. Excellent.

Jonathan is making a common mistake: He takes Trump literally but not seriously when he would be better off taking him seriously but not literally. There will not be tariffs on "everything the US imports". Trump's intent is for companies to setup inside the USA, employ Americans and bring economic activity home. If you import a raw material into the US and value-add to it through a US plant would that raw material be tariff free at the border?

it's a good news, which mean less garbage EVs, and EVs that can actually compete without subsidize from the government. you forgot there is a dude named Elon Musk in Trump's team, and you also forgot Biden intentionally not invite Elon to his EV summit. Biden's policy is all for show and political gain for the old automakers, not supporting new innovative companies, these policy can be gone. if you really like EVs, you should want the EPA to be gone, because EPA are the ones that holding new mine from opening, new EV manufactory to be built, EPA can go to garbage dump that's all i care. if you think climate change is real, we should stop government funded research that generate fake paper to keep the government funding, let the research actually do some independent research to find solution or to show what actually is the issue instead labeling everything as climate change.

Can Trump ruin the EV industry? No. He may stop favoring the industry, but he wont stop it from developing. Only EV makers will ruin ithe EV future If EV makers can make a car that is better and cheaper than an ICE vehicle, then there is nothing Trump will do to stop it. However, if EV makers fail to make a car that everyone wants, then its over.

Trump will not repeal the IRA . He won’t let China get too far ahead . He will however look to get Chinese investment in the USA. Create jobs and obtain technology . This is Trump the business man .!

How does Nano One's One Pot process compare? Is it complimentary?

At 0:01 -- criticizes Swedish labor laws and "lack of skills" possessed by locals. 2:45 -- talks production, scaling and runway at the gigafactories, yet does not give specifics about current production. Also, ducks question about decision to produce cathodes rather than concentrate on cell production (even Tesla did not produce its own cathode material until lare 2022 after acquiring IP from a Canadian company)

15:10 -- a three to four year delay once battery cell construction is requested from a customer due to validation steps 17:04 -- dependence on China for graphite in anode construction, costing Chinese companies "billions" (Euros?) to establish themselves in Sweden (then admits probably not cost competitive in the end) 18:30 -- inviting Chinese (and S. Korea and Japan) innovation into the production process? (20 years of experience and expertise) 21:35 -- Will Northvolt customers actually pay for a greener battery??? 23:00 -- talking about EV-subsidies to car owners without acknowledging that they have already been eliminated in Sweden.

at 1:44 -- locked into unfavorable supply contracts, some operations could go "bust" at 4:29 -- need to source and even refine raw mareials from sources outside Europe, admits the process is not environmentally friendly or "green" at 7:55 -- nickel sourced from Russia

Thanks for an interesting interview

quiet heroes of our time

We couldn't for see the product coming back to the US could shut down our transportation with a Trojan horse off switch.

Ucore and ABx Group alliance for Rare Earth exports from Australia to North America is interesting. Northern Minerals Ltd (NTU) is in a similar spot, but CCP entities are invested along with JP Morgan before the company even exports Rare Earths to either country. ABx only has a market cap of $11m AUD, small business with minimal debt and minimal state funding. NTU is around $138m AUD, but large expenditure often leading negative figures for growth and profit. One is ready to go in about 1-2 years, one is really cheap and probably needs at least 3-5 years. The biggest hindrance to both is CapEx and OpEx increased costs due to high CPI in the past few years in Australia. When a mine takes several years to start, the increased costs for those several years make exploration, evaluation, leasing, mining, processing and refining companies have to take out more debt than ever just to maintain investors. That's also why, our largest are most successful resource producers are companies that have already spent years to decades just getting out of the hole of debt they put themselves in.

For those who like this interview there's a recent interview of Robin Zeng (by a Norwegian investment banker) that's even more telling just how far along CATL is. Not just in chemistry, packaging, or pricing but in manufacturing yield and quality, and in non automotive applications.

This stock should be delisted from NYSE. Stock price goes down from 7 in Jan to 2 in September. No buy back. No dividend. No news. Just it doesnt stop going down. Never stop surprising me what kinda fuxxing shxx stock this is. Will be either delisted or becoming a penny stock. Practically worthless shit

Can they lend to overseas to shore up some minerals such as graphite

Oh my word this is SO informative! BIG admirer of 'Bob The Builder'

Why listen to this man...his company is getting SUNK by chinese EV manufacturers. He isnt an industry giant...he (should be) working hard to catch up and produce cheap EV's

Great discussion. Thanks

Thanks. CEO seems like a solid guy. I'm slowly building a position in ALTM. They will do great in the coming years.

Whats the reason that elements like manganese arent the cathode in lithium ion batteries?

My second review of this interview my assessment goes up from excellent. This CEO is superb. So open and honest, building a worldwide business. I am vey happy Pilbara has a good working relationship with Ganfen, a great business partner.

Think he missed the language around Pre consumer & post consumer recycling. How long before the manufacturers start creating chemistries that are suited to their recycling flowsheet and not so Suited to the competitions recycling Flow sheets? Suited to the competitions recycling Flow sheets competitors

This interview was the deciding factor in my decision to invest in this stock. I’ll be building a position and holding for the long term.