China: Dominator In The Global Battery Arms Race. Simon Moores, CEO, Benchmark Minerals Intelligence
Driving with Dunne27 Juli 2023

China: Dominator In The Global Battery Arms Race. Simon Moores, CEO, Benchmark Minerals Intelligence

Ready or not, we are in the midst of a global battery arms race. China enjoys a commanding lead. America and Europe are racing to catch up. This week we are joined by Simon Moores, CEO, Benchmark Mineral Intelligence. No one on the planet knows more about the lithium ion battery industry and gigafactories than Simon. He's been laser focused on it for more than 10 years. Today I will ask Simon some tough questions, including: Can America and Europe close the gap? How soon? Or does China have an invincible position with its enormous scale and low costs? Also this: What was he doing in the middle of a tornado in Nebraska earlier this summer? Let's talk to Simon to get the inside scoop on the Driving With Dunne podcast.

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"China Will Be Dominant And America Will Be Irrelevant." Kyle Chan, Author, New York Times Op-Ed

"China Will Be Dominant And America Will Be Irrelevant." Kyle Chan, Author, New York Times Op-Ed

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Trump's Tariff Shock Treatment - What's Next? Wendy Cutler, Vice President, Asia Society Policy Institute

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Let Only Red Flowers Bloom. Emily Feng, Author and International Correspondent, NPR.

Let Only Red Flowers Bloom. Emily Feng, Author and International Correspondent, NPR.

When it comes to China, most Americans are mostly in the dark. Don't believe me? Just quiz your friends. Ask them to name the five largest cities in China. Or to tell you the difference between people...

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InEvitable: Inside the Messy Unstoppable Transition to Electrics. Mike Colias, Author & Detroit Deputy Bureau Chief, Autos, Wall St Journal

InEvitable: Inside the Messy Unstoppable Transition to Electrics. Mike Colias, Author & Detroit Deputy Bureau Chief, Autos, Wall St Journal

When it comes to EVs, people seem to embrace one of two schools of thought. In school one, electric vehicles may have a role to play but that role is limited. Manufacturers should not be required to b...

10 Apr 202545min

China Overcapacity: A Permanent Feature, Not A Bug.  Joerg Wuttke, Partner, Albright Stonebridge Group 

China Overcapacity: A Permanent Feature, Not A Bug.  Joerg Wuttke, Partner, Albright Stonebridge Group 

Chinese leaders believe overcapacity across industries including automotive is a cyclical problem that fresh growth will solve. Foreign investors with experience in the PRC see things differently. To ...

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Navigating the U.S.-China Landscape: Michael Dunne Joins FACE-OFF

Navigating the U.S.-China Landscape: Michael Dunne Joins FACE-OFF

We're trying something a little different this week! Michael Dunne recently appeared as a guest on the podcast FACE-OFF: The U.S. vs. China, where he had an insightful and engaging conversation with h...

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Autonomous Vehicle Cannonball Run Record. Alex Roy, Co-Founder, New Industry Venture Capital

Autonomous Vehicle Cannonball Run Record. Alex Roy, Co-Founder, New Industry Venture Capital

Alex Roy and his co-pilots recently made two historic coast to coast trips - California to New York -  in his brand new Model S. Their mission: Measure the efficiency and safety of the Tesla FSD syste...

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Industrial Crown Jewel Of the Future: Rare Earths-to-Magnets. Dean Evans, Co-Founder, Evolution

Industrial Crown Jewel Of the Future: Rare Earths-to-Magnets. Dean Evans, Co-Founder, Evolution

What are the industrial crown jewels of the future? Most of us can name two of them right away: Chips that power the brains behind everything, including AI. And batteries or energy storage systems. Ba...

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