Recharge by Battery Materials Review

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.

Recharge May 2024 (Beijing auto show, CATL & ESS advances, Canada value chain, China scrappage scheme)

In May'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:

• The Beijing auto show and EV dominance;
• CATL's new cells and recent ESS industry advances;
• The Canadian battery supply chain;
• US and UK sanctions on Russian material and likely impacts;
• China's scrappage scheme and its impact on EV demand;
• Thoughts on the geopolitics of the Energy Transition.

Recharge April 2024 (China batteries; lithium pricing; EV sales; ESS)

In April'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:

• Some feedback from Cormac's recent travels in Asia particularly around the Chinese battery industry;
• Thoughts on lithium pricing and discussion on Chinese lepidolite;
• EV sales recap and thoughts, particularly with regards to the EU's tariff review;
• Discussion on ESS demand, form factors and inventories;
• Some thoughts on the outlook for lower tier cell producers.

Recharge Mar24 (EVs, solid state, lithium, nickel, IBS, ESG)

In March'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:

• EVs - our forecasts and an update on China;
• Solid state batteries after the Samsung SDI announcement;
• Lithium prices - potential for carbonate/hydroxide bifurcation;
• Nickel industry and key issues;
• Takeaways from the International Battery Symposium;
• Thoughts about ESG

Do you enjoy Recharge? If so, why don't you check out our free 2024 Yearbook which you can download here.

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

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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.