The Limiting Factor talking about Battery Supply

[Ogre]

Jordan kicking ass again here talking about supply of raw materials for batteries and costs.



Still watching this I’ll post comments on the video below as I absorb it.

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[Ogre]

It always cracks me up watching Jordon in these videos because he is such a perfectionist about what he says, his clips get heavily edited and end up with a little bit of Max Headroom jerkiness.

 

[Ogre]

Jordan is suggesting the raw materials crunch is starting more than a year ahead of what he predicted and that battery prices are going to climb near term.

Thats going to affect legacy auto and the start up EV companies a lot more than Tesla, but it isn’t good news for anyone.

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