cover of episode Bold Names: Why Elon Musk’s Battery Guy Is Betting Big on Recycling

Bold Names: Why Elon Musk’s Battery Guy Is Betting Big on Recycling

2024/11/30
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JB Straubel
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JB Straubel 认为电池回收利用是电动汽车革命的关键,他的公司 Redwood Materials 致力于回收各种类型的锂离子电池,并将回收的材料重新用于电池生产,从而减少对矿物开采的依赖,并为电动汽车、手机、家用电器等提供可持续的能源。他相信,未来所有电动汽车都将使用回收电池,回收电池将成为我们生活中各种产品的材料来源,这将彻底改变能源行业,减少对环境的破坏。他从在特斯拉的 15 年工作经验中汲取了宝贵的经验,并将其应用于 Redwood Materials 的发展。他认为,Elon Musk 的高强度工作模式虽然极端,但也值得借鉴,人类整体工作效率有待提高。他认为电动汽车的完全转型是一个复杂的过程,需要几十年时间,不能仅仅依靠强制性措施来实现,需要创造出人们真正想要购买的产品。Redwood Materials 公司在 2024 年将实现数亿美元的收入,并且这并非依赖政府补贴。他认为,衡量电动汽车转型的重要指标是电动汽车在汽车总量中的占比,而非季度销量增长率。目前美国电动汽车的普及率仅为 2%,还有很长的路要走。他认为电池回收行业可能发展出类似于石油公司那样的巨型企业,甚至诞生市值万亿美元的公司。在电动汽车转型过程中,应该关注材料生产过程中的碳排放量。电动汽车等新能源技术需要考虑其环境回报,即其运行时间多久才能弥补其制造过程中的碳排放。 Christopher Mims 和 Tim Higgins 作为访谈主持人,引导 JB Straubel 阐述了 Redwood Materials 的业务模式、发展目标、以及他对电动汽车行业未来发展的看法。他们就电动汽车行业的不确定性、电池回收的规模和挑战、以及 JB Straubel 与 Elon Musk 的合作关系等方面进行了深入探讨。

Deep Dive

Chapters
JB Straubel, formerly of Tesla, is leading Redwood Materials, a battery recycling startup aiming to power the electric vehicle revolution using recycled materials. The company is already recycling a significant number of batteries and generating revenue by selling reclaimed materials back into the supply chain.
  • Redwood Materials recycles 20 gigawatt hours of lithium-ion batteries annually
  • The company generates revenue by selling recycled materials like lithium and nickel
  • Straubel envisions a future where recycled batteries power various devices and reduce reliance on mining

Shownotes Transcript

JB Straubel was Elon Musk)’s battery guy. Now he’s trying to turn what some see as trash into power for the electric vehicle revolution. Straubel was there at the earliest days of Tesla), and in his 15 years with the electric vehicle company, he played an integral role: he developed the battery pack used in the first Tesla vehicle, was the company’s Chief Technology Officer, and now sits on the board of directors. But his day job is running the battery-recycling startup Redwood Materials, and he envisions a future where recycled batteries) power our cars, cell phones and power tools. So could companies like his one day replace the oil giants who fueled the last century? Why does he think humans have room to work harder? And can the Tesla board) manage Musk as he takes on a growing role in U.S. politics), including advising the Trump administration? Straubel speaks to WSJ’s Tim Higgins) and Christopher Mims) in episode three of our interview series Bold Names.

Check Out Past Episodes

Bold Names: Why This Tesla Pioneer Says the Cheap EV Market 'Sucks'

Bold Names: Salesforce CEO Marc Benioff and the AI ‘Fantasy Land’

Further Reading

The Boom in Battery Metals for EVs Is Turning to Bust

Cost-Cutting Lessons From Musk World for DOGE

The Withering Dream of a Cheap American Electric Car

What Americans Get Wrong About Electric Cars

One of the Brains Behind Tesla May Have a New Way to Make Electric Cars Cheaper

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