Battery Talk
Battery Talk
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US DOE IRA Round 2: Let the Money Flow $3.5 Billion
Some big news at the end of the year, The Biden-Harris Administration releases $3.5 Billion FOA to Strengthen Domestic Battery Manufacturing. Join Jeff and Aubert as they discuss this second round of IRA funding and also review the fallout from the $2.8 Billion funding round from last year. More money into raw materials and supply chain rather than the manufacturing, 2.1B to raw materials (Hopefully a big chunk of this will be for US graphite mining/refining), 800M anodes/cathodes, 400M for non lithium chemistries, 300M for lithium battery manufacturing.
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**The slides for our presentation are in the LinkedIn Post www.linkedin.com/posts/battery-talk_ira-round-2-let-the-money-flow-activity-7132820333421621248-amP3?)
***Short Disclaimer: Everything shown in our presentations and discussed in our videos is from publicly available information and the opinions expressed within are solely those of Jeff and Aubert. The Content is for entertainment and informational purposes only and you should not construe any such information as investment, financial, or other advice.
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Відео

Graphite Woes: China Restricts Strategic Supply
Переглядів 391Рік тому
Come join Jeff and Aubert as they discuss what could be the biggest EV/Battery news of the year : On October 20, China announced a new set of export restrictions on certain graphite products that are critical for the developing US EV/Battery supply chain. Join us to learn about what the Chinese Restriction Covers, the current worldwide graphite supply chain (mostly Chinese controlled), the type...
Lithium in Batteries 101 Part Three: Recycling-Forever Last in the Battery Discussion (Q&A)
Переглядів 149Рік тому
Come join Jeff and Aubert, and their co-hosts Erika Guerrero and Luke Workman of Redivivus, for the after discussion on Recycling in Lithium ion Batteries. This presentation was given August 19th 2023 at the Volta Foundation Battery Brunch and was Part Three of a Three part series on lithium in batteries. Part One was 'Lithium in Batteries 101 Part One: What, How, Where, When, Why?' presented M...
Lithium in Batteries 101 Part Three: Recycling-Forever Last in the Battery Discussion (Presentation)
Переглядів 740Рік тому
Come join Jeff and Aubert, and their co-hosts Erika Guerrero and Luke Workman of Redivivus, as they discuss Recycling in Lithium Ion Batteries and in particular how it pertains to the lithium itself. This presentation was given August 19th 2023 at the Volta Foundation Battery Brunch and was Part Three of a Three part series on lithium in batteries. Part One was 'Lithium in Batteries 101 Part On...
Lithium in Batteries 101 Part Two: Mining & Refining (Presentation)
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Come join Jeff and Aubert in this video as they discuss the Mining and Refining process for lithium in Batteries. This presentation was given July 15th 2023 at the Volta Foundation Battery Brunch and was Part Two of a Three part series on lithium in batteries. Part One was 'Lithium in Batteries 101 Part One: What, How, Where, When, Why?' presented May 20th and Part Three was 'Lithium in Batteri...
Lithium in Batteries 101 Part Two: Mining & Refining (Discussion)
Переглядів 239Рік тому
Come join Jeff and Aubert in this video as they discuss the Mining and Refining process for lithium in Batteries. This presentation was given July 15th 2023 at the Volta Foundation Battery Brunch and was Part Two of a Three part series on lithium in batteries. Part One was 'Lithium in Batteries 101 Part One: What, How, Where, When, Why?' presented May 20th and Part Three was 'Lithium in Batteri...
Lithium in Batteries 101 Part One: What, How, Where, When, Why? (After-Discussion)
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Come join Jeff and Aubert in this video as they lead an after discussion following their presentation on 'What, How, Where, When, & Why' of lithium in Batteries. This presentation is Part One of a Three part series on lithium in batteries. Part Two will be 'Lithium in Batteries 101 Part Two: Mining, Refining, & Recycling' and Part Three will be 'Lithium in Batteries 101 Part Three: Recycling (F...
Lithium in Batteries 101 Part One: What, How, Where, When, Why? (Presentation)
Переглядів 959Рік тому
Come join Jeff and Aubert in this video as they discuss the 'What, How, Where, When, & Why' of lithium in Batteries. This presentation is Part One of a Three part series on lithium in batteries. Part Two will be 'Lithium in Batteries 101 Part Two: Mining, Refining, & Recycling' and Part Three will be 'Lithium in Batteries 101 Part Three: Recycling (Forever Last in the Battery Discussion)' which...
Battery Talk Presents: The Current - Battery News from Q1 2023
Переглядів 455Рік тому
In this episode of the Current, Jeff and Aubert go over some of the big events in the Battery Industry from Q1 2023 (Recorded 4/23/2023). Come join them as they review: Time Stamps: 0:10 - Topics to Cover 1:00 - Saku SPAC 2:13 - South America Lithium 3:10 - RIP British Volt 5:25 - New (much needed) Shipping Guidelines for Batteries 7:35 - OEMS (TESLA and JAC) Switch from NMC to LFP and other ch...
Battery Talk Predictions for 2023 and Beyond
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In this episode of Battery Talk Jeff and Aubert go over their predictions for the Battery and EV Industries for the year 2023 and beyond. Come join them as they discuss recent developments and give their hot takes on the upcoming year for: 1) IRA, Government Spending, and Funding 2) Supply Chain & Materials: 3) Electric Vehicles and Packs 4) Battery and Cell Chemistry: We hope you enjoy the vid...
Battery Talk: The Current Q4 2022
Переглядів 278Рік тому
In this episode of the Current, Jeff and Aubert go over some of the big events in the Battery Industry from Q4 2022. Come join them as they review: Big Stuff (which usually means big money investments or funding), Announcements for collaborations, partnerships, and supply agreements, A number of EV news items, and finally a new novel chemistry that popped up on the radar in a big way at the end...
Battery Talk: Volta Foundation Battey Report Chemistry After Discussions (Part II of II)
Переглядів 459Рік тому
In this Battery Talk video Jeff and Aubert review other parts of the Battery Report and answer questions from the audience. Come join us as we discuss a whole host of interesting topics including recycling, carbon footprints, EV's, battery company financials, and much more. Time: We hope you enjoy the video. Thanks! Like.Comment.Subscribe. If you want to support the Battery Talk channel: -Buy u...
Battery Talk: Volta Foundation Battey Report Chemistry to Application Section (Part I of II)
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In this Battery Talk video Jeff and Aubert review the Cell Chemistry Development section of the 2022 Volta Foundation Battery Report (which they are both Authors of). They go over the Battery Talk: Battery Application Break Down resource (linked below), which includes the manufacturing differences, chemistry performance tradeoffs, and application matching for a number of common and up and comin...
Battery Startup Due Diligence: A Case Study on Group14
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In this Battery Talk video Jeff and Aubert take a close look at Group14, a silicon anode material company making headlines in the energy storage industry. They give an overview of the company and then rate them on a number of categories including: how they are Surviving the Valley of Death, how well they are Engineering into the Box, the Pain Points they will go through, how they Match their Te...
The Current: Biggest Battery News from August 2022
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In the third episode of the Current, Jeff and Aubert review the most interesting Battery Industry news from August 2022 with a critical eye. Join them as they discuss: 1) The Inflation Reduction Act: let the money flow! How, where, and why? 2) Ford raising its prices on the Mache E and F150 3) The surprisingly high cost of EV pack replacement 4) The price of range anxiety: using data to examine...
The Current: Biggest Battery News from June 2022
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The Current: Biggest Battery News from June 2022
Battery Safety: Less Unsafe isn't Safe (Battery Rants Episode 1)
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Battery Safety: Less Unsafe isn't Safe (Battery Rants Episode 1)
The Current: Biggest Battery News from May 2022
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The Current: Biggest Battery News from May 2022
Whos doing it Right? Cool Science Edition One: Reviewing South 8 and Ampcera
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Whos doing it Right? Cool Science Edition One: Reviewing South 8 and Ampcera
Who's Doing it Right? Cool Science Edition Two: Reviewing Form Energy and Our Next Energy.
Переглядів 2672 роки тому
Who's Doing it Right? Cool Science Edition Two: Reviewing Form Energy and Our Next Energy.
Battery Talk Introduction Video
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Battery Talk Introduction Video
Who's doing it Right? Silicon Part II Reviewing Enovix and Enevate (First Half)
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Who's doing it Right? Silicon Part II Reviewing Enovix and Enevate (First Half)
Who's doing it Right? Silicon Part II Reviewing Enovix and Enevate (Second Half)
Переглядів 9982 роки тому
Who's doing it Right? Silicon Part II Reviewing Enovix and Enevate (Second Half)
Who's doing it Right? Silicon Part I of II Reviewing SilaNano and Amprius
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Who's doing it Right? Silicon Part I of II Reviewing SilaNano and Amprius
Autopsy of Oxis Energy: a Post Mortem Analysis
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Autopsy of Oxis Energy: a Post Mortem Analysis
Who's doing it Right? Reviewing Solid Power, Northvolt, Cuberg, and Soteria BIG
Переглядів 5672 роки тому
Who's doing it Right? Reviewing Solid Power, Northvolt, Cuberg, and Soteria BIG