We were very interested to see the Chinese government this week mooting proposals to bring in further restrictions on specific areas of the battery materials space. This could have major implications for global battery supply chains.
The Investing, Money & Markets podcast caught up with Dan Blondal, CEO of Canadian-listed battery materials manufacturer Nano One to get his take on the developments. We talked about China’s leadership in this space and what the options are for companies in the sector that are based outside China. Could this prove to be a cloud with a major silver lining?
Listen: China’s proposed trade restrictions on battery technology
Content
00:00 The new China trade restrictions on LFP
01:51 How much of a lead do China have in the LFP and battery space?
02:49 How important is this battery technology?
05:10 Implications for Nano One
07:42 Scaling Nano One’s technology to meet demand
09:45 LFP is coming!
