This Conversation Changed How I Think About the EV Transition
Автокөліктер мен көлік құралдары
I now believe that it's a miracle that the EV transition has come as far as it has...
I'm not so sure that we have enough resources to cut ties with China and bring the EV supply chain entirely to North America, and moreover, I'm confident that we won't be independent of China for many decades to come.
In this episode of the EV Resource Podcast, I have a conversation with Eric Desaulniers, CEO of Nouveau Monde Graphite. He brings up some thoughts that have me completely rethinking the EV transition as we talk about the pivotal role that Canada is playing in the EV supply chain.
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Mentioned in the podcast:
Nouveau Monde Graphite
nmg.com/about-us/
Eric Desaulniers
/ edesaulniers
Upside App:
www.tkqlhce.com/click-1007603...
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Пікірлер: 9
Excellent video! 3 years is nothing when you look at the big picture. I enjoyed listening to Eric's insight into the progress of NMG. As you said, there are a lot of big pieces to the puzzle, and little by little NMG has been acquiring the big pieces and is close to fully assembling it. The USA tarriffs on chinese vehicles and sourced chinese minerals will help the bull case for graphite. EV's and home energy storage systems will also continue to become more affordable as time goes by. I strongly believe that graphite along with many other resources will continue to gain traction and value in the next 5 to 10 years. Bullissssssh!!!
@EVResource
26 күн бұрын
I really hope things work out for the best. We need to see some serious investment into the EV supply chain here in North America.
This is a story about graphite production in Canada and nothing about the EV transition in title. This deception will not grow the channel. I’m disappointed wasting 45 mins.
@belzvon
Ай бұрын
If you can’t connect the two I don’t know what to tell you …
@johnpoldo8817
Ай бұрын
@@belzvon You shouldn't need to connect the two. The subject was about graphite and not EV Transition. One more case of click-bait.
@belzvon
Ай бұрын
@@johnpoldo8817 you can’t have the transition without critical materials and minerals. It is essential.
@xzerodelta7207
Ай бұрын
Garbage post, by a modern day clown. The video was excellent.
@EVResource
26 күн бұрын
I’m sorry you feel deceived, that wasn’t my intention at all! To be clear about what the title means, I found the information and insights shared radically changed the way I think about how we are approaching the EV transition. It’s clear that we are not going to be able to move the needle on EV adoption as quickly as we would like without relying on the supply chain outside of North America. I did say that later on in the video, but perhaps I should have been more clear in connecting the dots. Your comment is noted and I’ll do my very best to avoid that type of confusion in the future!