Recharge by Battery Materials Review batterymaterialsreview

In May'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:
The Beijing auto show and EV dominance;
CATL's new cells and recent ESS industry advances;
The Canadian battery supply chain;
US and UK sanctions on Russian material and likely impacts;
China's scrappage scheme and its impact on EV demand;
Thoughts on the geopolitics of the Energy Transition.

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.

In March'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:
EVs - our forecasts and an update on China;
Solid state batteries after the Samsung SDI announcement;
Lithium prices - potential for carbonate/hydroxide bifurcation;
Nickel industry and key issues;
Takeaways from the International Battery Symposium;
Thoughts about ESG
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In February'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:
Incentive prices - ex-China and within China;
EV sales and the growing importance of RoW;
BMR Yearbook and what to expect;
Earnings stress;
Overinvestment...or not?
Two-tier pricing;
Lepidolite and lithium pricing outlook;
Graphite and China
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In the first Recharge of the New Year, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) look forward to 2024 in batteries and battery materials.
 
This month's key topics include: the slowdown in Gigafactory announcements and what it could mean; Graphite in China and exports; IRA and Foreign Entities of Concern; ESS growth and its impacts; PHEV/BEV ratio in EVs; Raw Material prices.

In December's Recharge, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss all the month's key developments in batteries and battery materials.
This month's key topics include: a recap of this year's lithium call - what went right, what went wrong; discussion on how EV sales are not as bad as many commentators are saying; the impact of EV and cell capacity components on the battery value chain; what does the falling battery price environment mean for the economics of the industry?