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#Bear Case
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Added 8 months ago

An interesting podcast providing high level summary on battery recycling.

In short it’s going to be a very saturated market that will have a very lean period over the next few years as end of life feedstock slowly increases.

Even then it’s likely to a very low margin business.

https://podcasts.apple.com/au/podcast/catalyst-with-shayle-kann/id1593204897?i=1000651413480