Bob Brackett
speaker
400 appearances
1 recordings
1 series
first heard Nov 2024
last heard Nov 2024
Bob Brackett’s voice in public audio — every appearance, attributed to the second.
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Appearances
Whereas a big battery electric could have a 50 or 100 watt kilowatt battery.
And lithium into those batteries is linearly proportional.
proportional to the kilowatt hours.
And so what we see now globally is for the last two-ish years, battery electric vehicle sales, year on year growth has plummeted and is kind of getting toward flat year on year.
Hybrid vehicle sales have been growing 50% year after year after year.
So we're seeing a world where hybrids are winning the growth.
They're still the minority of the vehicle.
And that's bad for lithium.
It's bad for copper because copper sc uh scales as well, and it's kind of bad for oil.
And and we were told for years that hybrids are complicated.
They carry two independent modes of uh travel.
Uh we need batteries electric because they're so simple.
And we're kind of coming to a world where people are moving back-ish towards the hybrids.
So at a time where a lot of capital went into lithium mining and lithium brining, we woke up and said,
Saw EV adoption break 50% in China.
So the majority of vehicles sold in China now are electric vehicles.
But the challenge is the sizes and the styles are not as lithium-hungry as we would have thought.
So that this is one of the ones, most of the time this two shall pass.
If it's high, it goes down.
If it's low, it goes up.
Showing 221–240 of 400 · page 12 of 20
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