Recharge April 2024 (China batteries; lithium pricing; EV sales; ESS‪)‬ Recharge by Battery Materials Review

In April's Recharge, 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's key topics include:
Some feedback from Cormac's recent travels in Asia particularly around the Chinese battery industry;
Thoughts on lithium pricing and discussion on Chinese lepidolite;
EV sales recap and thoughts, particularly with regards to the EU's tariff review;
Discussion on ESS demand, form factors and inventories;
Some thoughts on the outlook for lower tier cell producers.