America's Booming Battery Belt, Chris Berry, Founder, House Mountain Partners

America's Booming Battery Belt, Chris Berry, Founder, House Mountain Partners

Think of batteries for electric cars as the most important American industrial movement since WWII. Investors are pouring more than $100 billion into new battery plants across the country, from South Carolina to Georgia, from Ohio to Michigan. There's new battery factories coming up in Kansas, Texas and Arizona, too. These battery manufacturing sites are supported by a growing pack of new companies hell-bent on building out America's battery supply chains - minerals, processing and recycling. America's explosion in battery manufacturing is an urgent response to the competitive threats posed by a dominant China. There are national security concerns. There are worries about economic dependence on an increasingly hostile adversary. Our special guest this week is Chris Berry, founder, House Mountain Partners, a research and advisory firm based in Washington DC. Chris is a highly respected expert on batteries and global battery supply chains. Listen in as he paints a picture of America's transportation future, one dominated by electric vehicles and the batteries that power them.



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Earlier this year, I enjoyed a delicious lunch in Mexico City with Luis Lozano,  the former CEO of Toyota de Mexico. Luis immediately impressed me with his knowledge of the Mexican car market, the sho...

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Trade Truce: The Calm Before Bigger U.S-China Storms. Jorge Guajardo, former Ambassador of Mexico to China and partner at DGA Global

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President Trump and President Xi,  the two most powerful men in the world, met last week in Korea to try to, basically, calm things down.  China had just flexed its muscles, threatening to limit the e...

6 Nov 202552min

How China Captured Apple. Patrick McGee, Author, Apple in China

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Here's a question I get a lot. How did China get so good so fast. People with front line experience in the People's Republic  talk about something called the China arc. Chinese leaders identify your c...

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What Western Business Leaders Misunderstand About China – Insights from Mitchell Presnick, Visiting Fellow, Harvard Fairbank Center

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Dazed, bruised and confused. That's how leaders of global automakers and suppliers operating in China feel these days. Since 2020, they have seen their once formidable China sales and profit machines ...

21 Aug 202555min

How Safe and Secure Are Robocars? John Wall, Chief Operating Officer, QNX 

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In the good old days of driving, we needed to make sure the mechanical things worked: Things like the engine, of course, the steering and the brakes. We were in charge of driving the car.  Now, for be...

19 Jun 202536min

How Does All That Awesome Tech Get Into Your Connected Car? Laurie Fitzgerald, President, Avanci Vehicle 

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By now, you have probably heard that there are more than 200 million connected cars on the road today. But, wait a minute. What is a connected car – and how does a connected car make our lives better?...

5 Jun 202543min

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