The Investor's PodcastPublished 2026-08-22
“CATL: The $280 Billion Company You've Never Heard Of | Bull vs. Bear w/Stig, Manish, & Ralph”
$CLNo side taken
CATL's dominance in high-margin energy storage and licensing model offer upside, but geopolitical risks and regulatory scrutiny are major headwinds.
sure and CL is already the world's number one energy storage supplier and I think that two things make it even more attractive play. First is that the storage segment carries higher margins for CL than the core EV battery business because of the complexity and the durability requirements that we talked about.
What they said to watch for