Recharge by Battery Materials Review

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

www.batterymaterialsreview.com 

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?

Recharge Nov23 (Cells industry, Graphite, Nickel ESG, Royalties, Lithium prices, EV slowdown)

In November'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 that includes the cell industry, inventories as well as the fungibility of EV and ESS cells; Graphite anodes and risks for the Western World cell industry; Nickel ESG and the risks for the auto industry associated with it; Mining royalties and their likely impact on long-term prices; Lithium prices; and the slowdown in the EV industry and what that can mean for cell investment as well as the impact of solid state cells.

Recharge Oct23 (Morocco cell ecosystem, China EVs, Lithium, Cell prices, Capex, EU vs China)

In October'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, that includes the emergence of a Moroccan EV battery ecosystem sponsored by China, recent developments in the Chinese EV market, lithium pricing and the outlook, recap on cell prices, margins and impacts, the EU vs China EV spat and the dangers of underestimation of capex in new project studies.

Recharge Sep23 (China EVs, LFP, Lithium prices, Canada/Portugal/Europe)

In September'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.

Major issues this month include: Chinese EV sales and the growth of PHEVs, overcapacity in the LFP supply chain, inventories, lithium prices and production, development issues in Canada and Portugal, feedback from our European trip.

Recharge Aug23 (OEMs&China, Lithium, Cell Mfg overcapacity, Silicon carbide)

In August'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.

Key issues under discussion include: the recent Western OEM investments and JVs with Chinese EV makers, lithium investment trends, Chinese lithium futures and the current trend in prices, cell manufacturing overcapacity in China and its likely effects, and silicon carbide, a key electrification enabler.

Recharge Jul23 (China EVs, Tesla, Lithium, LFMP, DLE, supply forecasts)

In July'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.

Matt talks about some of his impressions from the Fastmarkets Las Vegas conference and we also discuss China and some important recent launches in the Chinese EV market, Tesla, data points and views on lithium, LFMP and its potential and impact on High Purity Manganese markets, DLE and some tough datapoints around that, and thoughts on supply and supply forecasts. 

Recharge May23 (Sodium-ion, lithium prices, Chile, Chinese EV exports, ESS potential, US emission targets)

In May'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.

Cormac talks about his impressions after the Asia Fastmarkets conference including around the potential for sodium-ion batteries and their supply chain. We also discuss lithium prices, politicial issues in Chile, Chinese EV exports and their impact on the market, the potential of the ESS market and US emissions legislation which has gone widely unnoticed and could have a substantial impact.

Recharge Apr23 (Sodium-ion/Lithium prices/LDES/IRA/Short seller reports/M&A/EV price wars)

In April'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, it's Matt who's been to Asia and he gives his feedback on aspects of the industry on which Asian investors are focusing. Plus we talk about the impact of sodium-ion chemistry, what's going on with lithium prices, impact of the IRA, paucity of research in recent short seller reports, M&A in lithium, and the EV price wars.