Why The Next Battery Won't Need Lithium Or Rare Earth | Nikhil Kamath | WTF Is A Battery

Podcast: WTF is with Nikhil Kamath · Nikhil Kamath

Opublikowano: 2026-08-09

I went into this wanting one answer, if I were starting something today, should it be an electric car company or a battery company and what I got back was narrower and more useful than I expected: don't build the thing that needs rare earth. We got into why sodium carbonate sits at roughly a tenth of what the equivalent lithium inputs cost, what $50 million actually buys you if you're starting this from scratch, why the world saw over 14,000 LFP fires last year alone and what that says about the chemistry everyone standardised on, and the part I keep...