TIP840: CATL: Powering EVs, Power Grids, and AI w/ Stig Brodersen, Manish Karira & Ralph Summerford
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You're listening to TIP. In today's episode we're doing a bull and bear debate on CATL. The world's largest battery maker. My friend Menskarira presents the ball case and Ralph Summerford, another dear friend and forensic accountant.
who spent his time chasing financial shenanigans. Of course, place the bear. Now chances are that you never heard of the company. Well, Ralph and I certainly hadn't either We didn't even know it was pronounced cattle or C H L.
But if you've ever been in a Tesla or in a BMW. Odds are that it ran of one of the batteries. Manis walks us through how CSTL came to control four percent of the global EV battery market. And why energy storage for AI data centers might be the growth engine the market hasn't priced in. Ralph digs into price deflation.
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