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Paul Triolo
@pstAsiatech
11 months
A battery supply chain that excludes China looks impossible Wow, people are finally waking up to this....
A battery supply chain that excludes China looks impossible
Green industrial policy and hawkish security policies are clashing
www.economist.com
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Douglas Ritz
@douglasritz
11 months
@pstAsiatech
“that excludes China looks impossible” Protip: Every supply chain that excludes China is impossible. That’s where we are.
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kelly
@ztang1st
11 months
@pstAsiatech
Start from Southeast Asia, India…
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Dan DiMicco
@DanRDimicco
11 months
@pstAsiatech
That doesn't mean we should do business with
#CCPChina
Impossible NO Difficult YES
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Paul Triolo
@pstAsiatech
11 months
@faulkner000
Yeah, it's that simple. Just speed things up.
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Juan Barrera
@Juanbg
11 months
@pstAsiatech
They said the same for semiconductors…if anything this drives people and nations crazy to decouple from China
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Maximilian_Mayer @maximilianiras.bsky.social
@mayer_iras
11 months
@pstAsiatech
Yeah, big news. 😂
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China Bashing Daily
@xeno_swift
11 months
@pstAsiatech
They should have engaged your expertise to begin with
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Sam Njuguna
@njuguna_mk
11 months
@pstAsiatech
@WilliamsRuto
thinks otherwise.😂 You can't exclude the Chinese.
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🇲🇫 SunWukong
@SunWukong_fr
11 months
@pstAsiatech
That's the result of the best American brains, to produce where price is low so that the pollution is somewhere else, and so on. Of course, if you want that to change, you can ask the best American brains.
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JPN 🇺🇸🇯🇵
@quinby123
11 months
@pstAsiatech
Just wait and see.
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Barnaby
@warptronic
11 months
@pstAsiatech
So then invent a different kind of battery. Cut them out completely. Abandon Li-ion, do hydrogen fuel cells.
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URN 🐲🌸 • 红梅点点绣千山 • 🌸🐲
@UnreliableNarr6
11 months
@pstAsiatech
An EV industry that excludes China will accelerate AGW
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