#208 China's Graphite Monopoly, Battery Industry In Trump Admin, Silicon vs Graphite, Price vs Range, & More | Jonathan Tan (Coreshell)

We’re back with another episode featuring Jonathan, a founder shaking up the battery tech industry!

Jonathan, a UC Berkeley Chemical Engineering grad, spent years in wastewater treatment before realizing the key driver of adoption was economics. In 2017, he and his co-founders, frustrated with their jobs, started their own company after working in thin film membrane industries.

(Psst! This is a free version of the episode. To get the whole enchilada, become a paid subscriber on our substack)

Today they are building Coreshell, a company helping replace the use of Graphite in batteries while also making us less reliant on China, the main global supplier of Graphite. 

In this episode, we cover:

• The lack of true innovation in battery tech over the last 20 years.
• How luxury EVs focus on range, while China slashes prices.
• How Coreshell’s tech could reduce reliance on China’s graphite monopoly.
• The EU’s take on battery recycling vs. US policy.

Join us for more insights!


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