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Anil Achyuta
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Jun 12, 2026
Venturing into Batteries: Challenges, Manufacturing, and Scale. A chat with Anil Achyuta, Partner @ Energy Impact Partners
12:36
12:44
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17:12

Nicola MarcheseHOST
Can you contextualize, let's say, the step of manufacturing a battery and the economics behind them?

Anil AchyutaGUEST
I'll start with this, right? The kind of number that I would use is for a 10 gigawatt hour plant, right? It's about $300 million in the U.S., So that's the kind of CapEx that you're looking for, plus whatever OpEx that you need to keep the lights on, to pay electricity, a bunch of other things, water, et cetera, et cetera, chemicals and all that.

Anil AchyutaGUEST
but the steps that you said is first you get your again not all battery manufacturers do this most battery manufacturers are you know when we say battery manufacturers it's a shorthand for cell manufacturers so it's like a little cell that's there think of your cell that you use for your like a little cylindrical cell that we use in the house, AA or AAA batteries.

Anil AchyutaGUEST
And it's basically that cell manufacturing line or the gigafactory that makes that is what it's a shorthand for that.

Nicola MarcheseHOST
So my next question for you is assuming that a founder is working in one of these steps of the battery manufacturing, why is so hard today to address the problem in a, let's say capital efficient way?