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.