Sam Evans

speaker

11,513 appearances 100 recordings 1 series first heard May 2026 last heard 17 Aug

Sam Evans’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 100 in all, peaking in Jul 2026 with 32.

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The Electric Viking · Wood-Powered EV Batteries? CATL’s Massive New Bet Is Genius! · 27 Jul 2026 podcast

That brings us to the bombshell news here. matched

This all would be well and good and meaningless if there wasn't some real customer here, and it wasn't really going to go into batteries, but it is. matched

Cato didn't just pat them on the back. matched

They took a reported 20% strategic stake in the company. matched

CATL gets board representation and becomes their primary industrialization partner. matched

Considering Cato owned 40% of the global battery market, this is... matched

Well, a pretty damn big deal. matched

CarbonScape has been running a pilot plant since 2018, backed by heavy hitters like the Nordic forestry giant Stora Enso. matched

But with Cadle's manufacturing expertise and deep pockets, they are now targeting full commercial scale production by the end of 2030. matched

They are already planning larger scale demonstration plants in places like Finland with the ultimate goal of setting up localized supply chains in Europe and in the United States. matched

This means North American and European automakers can source cheap green graphite locally, completely bypassing the current supply chain monopolies. matched

So it's actually good news on multiple levels. matched

This is exactly the kind of innovation that proves the transition to sustainable energy is actually accelerating faster than the legacy markets realize. matched

We are looking now at a future matched

where your car is powered by the sun and built from the leftovers of a sawmill. matched

Now, what do you guys think? matched

Is biographite the final nail in the coffin for the fossil fuel supply chain, at least when it comes to batteries anyway? matched

Let me know your thoughts down in the comments. matched

This is instantly making batteries more green than what they already are, significantly. matched

If you enjoyed this video, please hit that like button, subscribe to the channel, share it with someone else, someone who criticizes EVs and EV batteries, et cetera, et cetera. matched

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