# Electric Car Superiority | The Supply Chain is All Mine | Cookies for Calculus

- Show: [EE Times Current](https://hardwarepodcasts.com/podcast/ee-times-current)
- Published: 2020-07-10
- Length: 34m
- Page: https://hardwarepodcasts.com/podcast/ee-times-current/2020-07-10-electric-car-superiority-the-supply-chain-is-all-mine-cookies-for-calculus
- Listen: https://www.eetimes.com/podcasts/electric-car-superiority-the-supply-chain-is-all-mine-cookies-for-calculus/

## Summary

Auto industry expert Egil Juliussen explains that battery electric vehicles (BEVs) will become cost-competitive with internal combustion engine vehicles within five years, driven by battery prices dropping to $100 per kilowatt-hour, expanded model availability from automakers like VW and GM, and lower operational costs. Supply chain specialist Lewis Black, chairman of El Monte, discusses a survey revealing US manufacturers' heavy reliance on China for strategic minerals like tungsten and tantalum, highlighting the critical need for diversification and the loss of extraction knowledge in the West. The episode also covers emerging battery technologies such as supercapacitors and wireless charging, while noting the political and logistical challenges of reshoring mineral supply chains.

## Chapters

- [0:00](https://hardwarepodcasts.com/podcast/ee-times-current/2020-07-10-electric-car-superiority-the-supply-chain-is-all-mine-cookies-for-calculus#t=0) Introduction: EV Market Growth and Egil Juliussen
- [2:45](https://hardwarepodcasts.com/podcast/ee-times-current/2020-07-10-electric-car-superiority-the-supply-chain-is-all-mine-cookies-for-calculus#t=165) Egil Juliussen on BEV Competitiveness Criteria
- [8:48](https://hardwarepodcasts.com/podcast/ee-times-current/2020-07-10-electric-car-superiority-the-supply-chain-is-all-mine-cookies-for-calculus#t=528) Battery Cost Decline and Model Availability
- [12:53](https://hardwarepodcasts.com/podcast/ee-times-current/2020-07-10-electric-car-superiority-the-supply-chain-is-all-mine-cookies-for-calculus#t=773) Supercapacitors and Wireless Charging Technologies
- [17:18](https://hardwarepodcasts.com/podcast/ee-times-current/2020-07-10-electric-car-superiority-the-supply-chain-is-all-mine-cookies-for-calculus#t=1038) Supply Chain Risks and El Monte Survey
- [20:07](https://hardwarepodcasts.com/podcast/ee-times-current/2020-07-10-electric-car-superiority-the-supply-chain-is-all-mine-cookies-for-calculus#t=1207) Lewis Black on Mineral Diversification and Knowledge Loss
- [28:58](https://hardwarepodcasts.com/podcast/ee-times-current/2020-07-10-electric-car-superiority-the-supply-chain-is-all-mine-cookies-for-calculus#t=1738) History of Leibniz and Leibnizkecks Cookies

## Topics

- [Batteries & low-power design](https://hardwarepodcasts.com/topic/batteries-and-low-power)
- [Sourcing & supply chain](https://hardwarepodcasts.com/topic/sourcing-and-supply-chain)
- [Policy, trade & tariffs](https://hardwarepodcasts.com/topic/policy-trade-and-tariffs)
- [Energy & climate tech](https://hardwarepodcasts.com/topic/energy-and-climate-tech)

## Most relevant to

large enterprises

## Mentioned

- Tesla (company)
- VW (company)
- GM (company)
- Qualcomm (company)
- El Monte (company)
- tungsten (material)
- tantalum (material)
- Leibnizkecks (product)

## Related episodes from other shows

- [The Big Switch: Are Batteries the New Oil?](https://hardwarepodcasts.com/podcast/catalyst/2024-04-11-the-big-switch-are-batteries-the-new-oil) (Catalyst)
- [Enter the electric supercycle](https://hardwarepodcasts.com/podcast/catalyst/2026-06-18-enter-the-electric-supercycle) (Catalyst)
- [Seeking the holy grail of batteries (Rerun)](https://hardwarepodcasts.com/podcast/catalyst/2023-08-24-seeking-the-holy-grail-of-batteries-rerun) (Catalyst)
- [Seeking the holy grail of batteries](https://hardwarepodcasts.com/podcast/catalyst/2022-07-21-seeking-the-holy-grail-of-batteries) (Catalyst)
- [More 2023 trends: EVs, onshoring, and the three ages of decarbonization](https://hardwarepodcasts.com/podcast/catalyst/2023-03-02-more-2023-trends-evs-onshoring-and-the-three-ages-of-decarbonization) (Catalyst)

## Citing this page

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