Episodes
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Tuesday Jan 21, 2025
Recharge Jan25 (MENA, Outlook, Battery prices, EVs, lithium, Geopolitics)
Tuesday Jan 21, 2025
Tuesday Jan 21, 2025
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
Version: 20241125
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