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Andre Burdet

Sep 3, 2026

Paul BettsMODERATOR
7:56
Where do you see the biggest bottleneck being for electrification today? Is it batteries, charging infrastructure, grid capacity, economics, or simply consumer adoption?
8:07
Batteries, we know there is another capacity and oversupply in the market, typically LFP, but also other type of technologies.
8:16
We reach, you know, sub $100 per kilowatt hour prices.
8:21
So of course it still has a lot of influence into the TCO of a system using batteries, typically a car.
8:27
But today we see cars, you know, going to the markets that are sub 20K Swiss franc.
8:33
There is really, I would say, a rebound of the market.
8:36
And the battery is not completely, let's say, killing the cost of the vehicle anymore.

6 MINS LATER

Paul BettsMODERATOR
14:13
What excites you more over the next decade or so? Is it passenger vehicles, trucks and buses, or entirely new applications like ports, mining equipment, industrial fleets?

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