Recharge by Battery Materials Review
Recharge June 22 (EV sales, LFP, BYD, Battery format, BESS, Lithium)

Recharge June 22 (EV sales, LFP, BYD, Battery format, BESS, Lithium)

June 17, 2022

In June's Recharge co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) talk about the impact of China's lockdown on EV sales and what the outlook is; highlight developments around the LFP chemistry, particularly with regards to speculation that Ford may start using it; talk about BYD's cell to body technology and contrast that with Tesla; discuss different battery formats, particularly around the renaissance of cylindrical, and growing market share of prismatic cells; talk about the impact of President Biden's tariff strategy on solar+storage demand; and what discussion would be complete without some chat on lithium and lithium prices?!

Recharge May22 (China lockdowns, LFMP, Tesla/Mining, Financing Gap, LFP, Recycling, Cobalt)

Recharge May22 (China lockdowns, LFMP, Tesla/Mining, Financing Gap, LFP, Recycling, Cobalt)

May 13, 2022

In May's Recharge co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) talk about the impact of China's Covid policy on the supply chain, the emerging LFMP battery chemistry, Tesla's strategy on mining and the ongoing funding gap in upstream, advances in the LFP chemistry and implications, recycling particularly with regards to LFP, and cobalt, the forgotten battery material.

We are grateful to this edition's sponsor, Renforth Resources (CSE:RFR), which is developing the Victoria West polymetallic project in Canada.

Recharge Apr22 (Nickel, Lithium prices, Canadian battery ecosystem, EV supply chain, Gigafactories)

Recharge Apr22 (Nickel, Lithium prices, Canadian battery ecosystem, EV supply chain, Gigafactories)

April 12, 2022

In April's Recharge presenter Matt Fernley and guest presenter Rodney Hooper (RK Equity) drill down into some of the key themes in Battery Raw Materials, discussing the outlook for nickel, how realistic lithium price forecasts are, the emergence and importance of the Canadian battery ecosystem, the impact of high raw material prices on profitability, and a record month for Gigafactory announcements.

We are grateful to this edition's sponsor, Renforth Resources (CSE:RFR), which is developing the Victoria West polymetallic project in Canada.

Recharge March 2022 (Nickel squeeze, China, RM sourcing, ResNat, Northern Graphite)

Recharge March 2022 (Nickel squeeze, China, RM sourcing, ResNat, Northern Graphite)

March 15, 2022

In March's Recharge co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss the squeeze in nickel, the growth in resource nationalism, concerns about the EU RMs sourcing policy, the rise of small EVs and talk about February's developments in China.

This month's interview is with Greg Bowes, CEO of Northern Graphite (TSXV:NGC) who talks about the graphite sector in general and his company's transformative acquisition which should catapult it into the top tier of global graphite stocks.

We are grateful to this edition's sponsor, Renforth Resources (CSE:RFR), which is developing the Victoria West nickel polymetallic project in Canada.

Recharge Feb 2022 (Nickel, Lithium, LGES, Solid State, China, Altilium Group)

Recharge Feb 2022 (Nickel, Lithium, LGES, Solid State, China, Altilium Group)

February 14, 2022

In February's edition of Recharge, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) round up all of January's news, discussing the nickel squeeze, the difficulties of adding capacity in lithium, the LG Energy Solutions IPO, Solid state batteries, and the latest Gigafactory announcements.

This month's interview is with Chris Gower, Chief Executive of Altilium Group. In a wide-reaching discussion Chris talks about the difference between his company's nickel production tech and other solutions such as HPAL and NPI/Matte, as well as some of the issues impacting the development of Indonesian nickel production.

Recharge Jan22 (China batteries/LFP/EVs/Material prices/Chemistries)

Recharge Jan22 (China batteries/LFP/EVs/Material prices/Chemistries)

January 17, 2022

For the first Recharge of the New Year, presenters Matt Fernley and Cormac O'Laoire review the numerous exciting developments of 2021 and talk about what to expect for 2022 in the world of raw materials, batteries and Electric Vehicles.

Recharge Dec21 (COP26/China/Battery prices/Cathode Mats/Graphite/EVs/Pilbara Minerals)

Recharge Dec21 (COP26/China/Battery prices/Cathode Mats/Graphite/EVs/Pilbara Minerals)

December 14, 2021

In December's Recharge Matt Fernley and Cormac O'Laoire round up all November's news, including EV sales and production, the BNEF battery survey and outlook for battery prices, Umicore's and Johnson Matthey's travails in cathode materials and the outlook for graphite.

This month's interview is with Ken Brinsden, MD of ASX-listed lithium producer Pilbara Minerals. In a far-reaching interview Ken discusses the state of lithium inventories, the move towards spot pricing and his company's impact on that, the benefits of going downstream and Pilbara's plans for expansion.

Recharge Nov21 (China/Tesla/Lithium/Pack costs/Savannah Resources)

Recharge Nov21 (China/Tesla/Lithium/Pack costs/Savannah Resources)

November 9, 2021

November's edition of Recharge has the usual discussion of all the month's news by Matt Fernley and Cormac O'Laoire. This month we focus on pack and cell costs, the length of the supply chain, battery trends in China and a comparison of the ESG implications of different nickel offtake announcements.

This month's interview is with David Archer, CEO of AIM-listed Savannah Resources (AIM:SAV) who talks about the Mina do Barroso project in Portugal and its potential as a strategic lithium asset in Europe.

Recharge Oct21 (China update/Nio/Battery Mfg/Fluence/Battery Prices/RM shortage)

Recharge Oct21 (China update/Nio/Battery Mfg/Fluence/Battery Prices/RM shortage)

October 18, 2021

October's Recharge has the usual news recap from Matt Fernley and Cormac O'Laoire, this month discussing how China's power shortages could upset the battery supply chain; the importance of Nio's new hybrid LFP/NMC battery; the Fluence IPO; the GM/LG recall and how battery manufacturing could be related; as well as the raw material shortage and it's likely impact on battery prices.

Recharge Sep 21 (China/Chip shortage/EV ownership models/Lithium S&D)

Recharge Sep 21 (China/Chip shortage/EV ownership models/Lithium S&D)

September 17, 2021

September's edition of Recharge contains the usual news recap from Matt Fernley and Cormac O'Laoire, this month discussing EV and battery developments in China, the impact of the chip shortage on Q4 EV sales, ownership models of the future for EVs and the supply and demand of lithium and its impact on pricing.

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