Recharge by Battery Materials Review

Recharge Nov 22 (China, Tesla/BYD, Cathode clusters, US, ESS, Project delays)

In November's Recharge, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss all the developments in the batteries and battery materials segments over the past 5 weeks.

This includes what's going on in China, the development of "cathode clusters", cell capacity announcements in the US, Tesla's strategy vs BYD and other OEMs, the emergence of broad political support for ESS and lithium project delays and how that will impact supply/demand balances and pricing forecasts.

Recharge Oct22 (Talga Group/Fastmarkets Conf/China/Battery Tech/Lithium/Qualification/Silicon Anode)

In October's edition of Recharge, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss all the key newsflow including: feedback from the Fastmarkets European BRM conference, China update, Battery Tech, Lithium pricing & supply.

This month we also interview Mark Thompson, MD of Talga Group (ASX:TLG), who talks about some of the issues in the graphite sector, introduces his company's integrated BAM project in Sweden, and gives some excellent insight into the qualification process used for new battery materials projects.

Recharge Sep22 (China/Battery formats/EU EV sales slowdown/IRA/Dev’t red tape/Listener Q&A)

In September's edition of Recharge, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss all the key recent newsflow in the sector including: Recent China Gigafactory and Tech announcements, Battery format trends, the slowdown in European EV sales and its implications, the French EV leasing plan, the reaction to the Inflation Reduction Act, and how development red tape is impacting the industry.

We also answer questions sent in by listeners, including on the following topics:

• Direct Lithium Extraction
• Non-lithium technologies for BESS
• The potential for the China property slowdown to impact EV demand
• Lepidolite vs current technologies
• How will BEVs age vs ICEs
• Lithium prices and their impact on supply
• Regions to focus on for new supply

We are grateful to this edition's sponsor, ICCSino, the specialised lithium battery market research provider.

Recharge EU Lithium Special

The European Chemical Agency has made a proposal to the European Commission to reclassify lithium chemicals as deleterious to human health. In this Recharge Special Edition we talk to three industry experts about why they think that the ECA's proposal is flawed and the damage such a reclassification could do to the nascent European cell manufacturing and EV industry.

Featuring Chris Heron, Director of Communications for the European Metals Association, Roland Chavasse, Secretary General of the International Lithium Association, and Muthu Krishna, a battery specialist from Fastmarkets.

Recharge Aug22 (LFMP/Ford raw materials/Elon Musk & lithium/Inflation Reduction Act/China ESS

In August's edition of Recharge, co-presenters Matt Fernley and Cormac O'Laoire discuss all the key news from the sector in July, including: what's going on in China particularly around LFMP cells; Ford's raw materials supply chain disclosures; Elon Musk's comments on lithium refining; the US Inflation Reduction Act and whether it's positive for the industry; and trends in China's BESS industry.

Next month's edition will include a Q&A. Details on how to submit your question on the podcast. Please submit questions by 31st August.

For listeners of the show, Fastmarkets are offering an exclusive 15% discount for its European Battery Raw Materials conference in Barcelona in September. Instructions to sign up are on the podcast.

 

Recharge July 2022 (China, VRFBs, India EVs, EU ICE targets, Planning red tape, OEM investments)

In July's Recharge, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) give their usual whistle-stop tour of all the news in the world of batteries and battery materials for June.

This includes what's going on in China, the impending growth in VRFBs, Indian EV demand and its potential to surprise, the EU's new ICE targets and its mixed messaging on raw materials, the impact of planning red tape on the US and Europe, and the importance of recent investments by OEMs in battery raw material projects.

We are grateful to this edition's sponsor, ICCSino, the specialised lithium battery market research provider.

Recharge June 22 (EV sales, LFP, BYD, Battery format, BESS, Lithium)

In June's Recharge co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) talk about the impact of China's lockdown on EV sales and what the outlook is; highlight developments around the LFP chemistry, particularly with regards to speculation that Ford may start using it; talk about BYD's cell to body technology and contrast that with Tesla; discuss different battery formats, particularly around the renaissance of cylindrical, and growing market share of prismatic cells; talk about the impact of President Biden's tariff strategy on solar+storage demand; and what discussion would be complete without some chat on lithium and lithium prices?!

Recharge May22 (China lockdowns, LFMP, Tesla/Mining, Financing Gap, LFP, Recycling, Cobalt)

In May's Recharge co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) talk about the impact of China's Covid policy on the supply chain, the emerging LFMP battery chemistry, Tesla's strategy on mining and the ongoing funding gap in upstream, advances in the LFP chemistry and implications, recycling particularly with regards to LFP, and cobalt, the forgotten battery material.

We are grateful to this edition's sponsor, Renforth Resources (CSE:RFR), which is developing the Victoria West polymetallic project in Canada.

Recharge Apr22 (Nickel, Lithium prices, Canadian battery ecosystem, EV supply chain, Gigafactories)

In April's Recharge presenter Matt Fernley and guest presenter Rodney Hooper (RK Equity) drill down into some of the key themes in Battery Raw Materials, discussing the outlook for nickel, how realistic lithium price forecasts are, the emergence and importance of the Canadian battery ecosystem, the impact of high raw material prices on profitability, and a record month for Gigafactory announcements.

We are grateful to this edition's sponsor, Renforth Resources (CSE:RFR), which is developing the Victoria West polymetallic project in Canada.

Recharge March 2022 (Nickel squeeze, China, RM sourcing, ResNat, Northern Graphite)

In March's Recharge co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss the squeeze in nickel, the growth in resource nationalism, concerns about the EU RMs sourcing policy, the rise of small EVs and talk about February's developments in China.

This month's interview is with Greg Bowes, CEO of Northern Graphite (TSXV:NGC) who talks about the graphite sector in general and his company's transformative acquisition which should catapult it into the top tier of global graphite stocks.

We are grateful to this edition's sponsor, Renforth Resources (CSE:RFR), which is developing the Victoria West nickel polymetallic project in Canada.