Recharge by Battery Materials Review

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.

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.

Recharge Dec23 (Lithium, EV Sales, Capacity postponements, Battery 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?