Bodoin: US Can Never Catch-up to China's Lithium Supply

The video discusses the impact of US-China tensions on the battery supply chain, highlighting the challenges posed by tariffs. It explores the US's potential to innovate beyond lithium-ion technology, focusing on lithium metal and vanadium. The role of companies like Pure Lithium in advancing battery technology is examined, along with the implications of potential tariff policies on the green energy transition.

What is the main reason tariffs are considered harmful to the US battery industry?

• They lead to a surplus of battery materials.

• They encourage more imports from China.

• They reduce the demand for batteries in the US.

• They increase the cost of production for US companies.

Why is the US unlikely to compete with China in lithium-ion battery production?

• China has better technology.

• China has a well-established supply chain.

• The US lacks the necessary raw materials.

• The US has no interest in battery production.

What is a key advantage of lithium metal batteries over lithium-ion batteries?

• They are cheaper to produce.

• They have twice the capacity.

• They are more environmentally friendly.

• They are easier to recycle.

Which company is mentioned as working on lithium metal battery technology?

• Graphite Corp

• Bloomberg

• Pure Lithium

• Tesla

How might US tariff policies affect the green energy transition?

• They will have no impact.

• They could hinder the transition by increasing costs.

• They will accelerate the transition.

• They will encourage more innovation.