Ron Hesse speaks with Dr. Wolfgang BernharIn the 11-minute Audio Interview, Dr. Bernhart discusses these questions:
Given the recent announcements of OEMs in Europe to slow down the transition towards BEV, what does that mean for Cell demand and demand for Cathode materials?
Various prospective European cell manufacturers, e.g. PowerCo, ACC, and Northvolt announced to postpone their expansion plans or plans for additional factories. Can you comment on that?
Who will supply LFP cells then?
What about the impact of carbon footprint?
What does this all mean for the establishment of the value chain in EU?
