Recharge by Battery Materials Review

Recharge July 2024 (Fastmarkets feedback, DLE progress, battery industry, EV subsidies)

Join us for July's Recharge, in which co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss all the key news items in the world of batteries and battery materials. This month we discuss:

  • Our takeaways from the Fastmarkets BRM conference
  • LFP/LMFP and development of a Western supply chain
  • Progress on DLE and its impact on how we see the lithium industry going forward
  • Low profitability in the battery industry and its impacts
  • Different battery industry strategy in China vs rest of the world
  • One man's subsidy is another's incentive...Is China really the big bad?