Recharge Mar24 (Batteries & costs, Anode Mats, China EVs, Nickel Supply)

In March’s Recharge, presenters Matt Fernley (RK Equity /Battery Materials Review) and Cormac O’Laoire (Electrios Energy) discuss key developments along the battery supply chain, including:

• Battery Show Asia feedback including dancing robots, new uses, chemistries, hybrid pack strategies and sodium-ion
• Anode material dynamics, including cost pressure on synthetic graphite, the emergence of silicon-carbon and natural graphite upside
• China EV demand weakness and its causes, but also thoughts on the future
• Impact on the battery chain from Middle East supply issues
• Nickel supply issues around HPAL, quotas and environmental risks
• Potential for rising battery costs and what impact that may have
• VRFB competitiveness versus lithium-ion, with LCOS and duration economics in focus