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60 episodes
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Recharge by Battery Materials Review batterymaterialsreview
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- Business
All the news from the world of battery materials. In one place. Monthly.
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Recharge June 2024 (Section 301, EU EV tariffs, HP Manganese, BYD, lithium, EV sales)
In June'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.
Join us as we discuss:
- US section 301 tariffs and their impact on EV economics and the supply chain;
- Breaking news - European EV tariffs on Chinese OEMs;
- BYD's apparent new strategy in Europe;
- High Purity Manganese and its importance and neglect;
- China lepidolite. Our framework for its emergence and impact on lithium prices;
- The importance of the emergence of 800V architecture in EVs;
- EV sales and how the outlook is more positive than most analysts suggest. -
Recharge May 2024 (Beijing auto show, CATL & ESS advances, Canada value chain, China scrappage scheme)
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. -
Recharge April 2024 (China batteries; lithium pricing; EV sales; ESS)
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. -
Recharge Mar24 (EVs, solid state, lithium, nickel, IBS, ESG)
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
Do you enjoy Recharge? If so, why don't you check out our free 2024 Yearbook which you can download here. -
Recharge Feb24 (Incentive prices, EVs, Overinvestment, Two-tier pricing, Graphite)
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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Recharge Jan24 (Graphite & China, IRA & FEoC, ESS growth, PHEV/BEV prices)
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.