Episode #2 Q3 - Materials in the race | Guests Sophie & Steen from CarbonX
Live from The Battery Show North America in Detroit, Christoph Lienemann (Battery News) and Lauren Allanson (Volta Foundation) break down the third quarter of 2026. LFP keeps taking over energy storage. Solid-state moves from pilot lines toward mass production. And Europe’s new gigafactories are increasingly built on Asian capital. Then the spotlight turns to the material nobody talks about: graphite, the heaviest component in every battery and almost entirely processed in China. Our guest from CarbonX explains how a Delft spin-off wants to make anode material inside existing carbon black plants, and what that means for supply chains in Europe...