Recharge by Battery Materials Review

Recharge Feb25 (Tariffs, Korean cellmakers, China, Trump 2.0, BESS)

For our February 2025 Recharge podcast, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss some of the key talking point in the industry, including:

• The likely effect of tariffs on all parts of the cell supply chain
• Korean cathode and cell maker results and current positioning
• China's current trade issues with Europe, US and what that might mean
• Trump 2.0 and what that means for the US investment environment
• BESS - the evolution of technology and the world's biggest?
• EV technology developments

Recharge Jan25 (MENA, Outlook, Battery prices, EVs, lithium, Geopolitics)

Welcome to 2025 for all our listeners! In this month's Recharge podcast, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) kick off the year by discussing:

- The emergence of MENA into the battery value chain

- 2024 review and 2025 outlook

- Battery pricing trends

- The emergence of a two-tier Energy Transition

- 2025 EV sales forecasts

- The decreasing importance of the equity market in funding

- Lithium cost curves and DLE

- Niche materials (HPM, graphite) in 2025

- Trade issues

Recharge Nov24 (US elections, China EVs, Q3 results, China trip, battery industry)

In November's Recharge podcast, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) compare notes on their recent travels and talk about some of the key aspects of the industry, including:

• The US elections and their impact on the battery value chain
• China's evolution in PHEVs and EREVs
• Q3 results from cellmakers, cathode producers and miners
• Takeaways from Matt's and Cormac's trips to China
• Thoughts on development of the battery industry

Recharge Oct24 (China stimulus, ESS, AAM, EU strategy, EREVs, Lithium)

Join us for October's Recharge, where co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss and analyse some of the key news and developments from the battery value chain, including:

• China's stimulus and its likely impact on the battery value chain
• Recent developments in China ESS systems
• Geopolitics, tariffs and their impact on battery products
• Anode materials financings and sector development
• The EU and its mixed messaging around the battery value chain
• The risks to the growth of LFP in the Western World
• EREVs as a core technology for the EV industry
• Thoughts on the lithium market

 

RECHARGE Industry (1): Epsilon Advanced Materials

In this inaugural edition of RECHARGE: The Industry we talk with Vikram Handa, Managing Director of Epsilon Advanced Materials, about his company's development plans in anode materials on three continents, how its process differs from others, the emergence of battery demand in India and how EAM's products stack up against Chinese AAM.

Recharge Sep24 (China records, autos strategy, Lithium, small battery startups)

In September's Recharge, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss and analyse some of the key news and developments from the battery value chain, including:

• Nickel and whether it's heading back to balance
• Chinese records on cell and EV production
• PHEVs/EREVs and auto manufacturers' strategy and profitability
• Global EV sales update
• The cautionary tale of small-scale battery start ups
• Is silver the new battery material?
• Lithium and the impact of the CATL lepidolite shutdown

 

Recharge Aug24 (Maturing China, Project delays, BESS, EV/ICE parity)

In August'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. Amongst other things, this month we cover:

• China's maturing battery supply chain
• Project delays and their impact on all parts of the industry
• The changing face of BESS
• The advent of EV/ICE parity in China and its ramifications
• Lack of production cuts in lithium
• EV take-off in the Rest of the World

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?

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.