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If what you do touches early-stage ClimateTech, this is the place for you. 🤝
Today, we are talking to Jonathan Tan from Coreshell.
Yo yo yo! 🪀 (I must have had too much caffeine today)
We are back with another kick-ass episode with a kick-ass founder building kick-ass battery technology.
There may be feelings hurt today when you hear what Jonathan has to say about the lack of genuine innovation in battery tech over the past ~20 years.
We get into a LOT of things.
But before that, you gotta know more about Jonathan.
After completing his undergrad at UC Berkeley in Chemical Engineering he spent many years developing membrane technology at Membrane Technology and Research Inc.
He was spending a lot of time in wastewater treatment. It’s there he realized that the major driver of that adoption, above regulation, was economics. They wanted to utilize all of the things they could to increase profitability.
Then in 2017, he and his co-founders got sick of their jobs and wanted to found a company. They originally met in college and had worked in the thin film membrane industries. Roger worked in CleanTech 1.0 with thin film solar.
Today, they are scaling up production in Germany with a partner. For that reason, we feel quite confident in Jonathan’s ability to speak about the do’s and definitely don’t do’s in this space.
(continued below)
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Okay — so what are we talking about today, partner? 🤠
By focusing on luxury market, EV makers have emphasized range over price. This is in contrast to China’s EV market, which has now drastically lowered the cost of EVs when compared to the rest of the world.
How Coreshell’s tech will allow the EU and US to stop relying on China’s monopolistic control over the global graphite market (they currently produce ~76% of the world’s graphite supply).
Why Trump should be pro-investing in climate if he’s actually all about American independence?
How the EU treats battery recycling and why they are jealous of the US’s policy achievements.
And quite a few other things.
📺 Watch on YouTube | 🍎 Apple Podcasts | 🎧 Spotify | 🗣️ Join the Slack Channel
Future guest suggestions or topics? Leave a comment!
📝 Show Notes:
Topics
Dinner with Peter Singer
Jonathan’s Story
Founding Coreshell
The Technology
Reliance on China’s Graphite Monopoly
Advice to the Next Presidential Administration
Mass Production Cost vs 10x Moonshots
Paid Version Starts Here
Battery Industry in a Trump Admin
Range Anxiety vs Charge Anxiety
Economics Incentives on the Battery Industry
The US & EU’s Battery Tech Policies & Incentives
Battery Recycling & Traceability
Links
Connect with Somil on LinkedIn | Connect with Silas on LinkedIn
@Silas & @Somil_Agg on X
This podcast is NOT investment advice. Do your homework and due diligence before investing in anything discussed on this podcast.
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