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EV Battery Makers are Struggling to Meet Demand
Tesla, GM, Rivian and more EV makers are dependent on the $360 billion battery market for their ambitious EV growth plans but 3rd party suppliers are struggling to meet the demand.
We talk about how the auto market is traditionally structured and how vertically integration might be required to meet sales goals. We also talk about EV subsidies and the need for more domestic critical mineral production.
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Submit a question for The New Next: https://www.matthewadjensen.com/podcast
Connect with Matt on LinkedIn: https://www.linkedin.com/in/matthewadjensen
Connect with Mike on LinkedIn: https://www.linkedin.com/in/mike-mcvey-308aa326
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By Matthew JensenTesla, GM, Rivian and more EV makers are dependent on the $360 billion battery market for their ambitious EV growth plans but 3rd party suppliers are struggling to meet the demand.
We talk about how the auto market is traditionally structured and how vertically integration might be required to meet sales goals. We also talk about EV subsidies and the need for more domestic critical mineral production.
--------------
Submit a question for The New Next: https://www.matthewadjensen.com/podcast
Connect with Matt on LinkedIn: https://www.linkedin.com/in/matthewadjensen
Connect with Mike on LinkedIn: https://www.linkedin.com/in/mike-mcvey-308aa326