Forvalter slakter vestlig batteriindustri: - CATL i Kina tjener litt penger selv med 50 dollar per kilowattime
Batteriprisene har falt fra langt over 1.000 dollar per kilowattime til rundt 100 for et LFP-batteri, og i Kina nærmer prisen seg 50 dollar, poengterer First Impact-forvalter Ole André Hagen og viser til tall fra Bloomberg New Energy Finance. Vi diskuterer fremtiden til Morrow, Northvolt og penny stock-aksjen Freyr.
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