Recharge by Battery Materials Review

Recharge Mar 23 (China/Sodium-ion/Export ban/Lithium/Europe IRA)

In March'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.

First up is feedback from Cormac's trip to China with some discussion on sodium-ion, the potential for a cell manufacturing equipment export ban, the Ford/CATL deal and the CATL lithium rebate.

We also discuss the opportunities for Korean cell makers, features of the European IRA after last week's leaks, and the impact of automation on cell manufacturing costs.

PS Matt promises he'll get a new microphone in time for next month's podcast!

Recharge Jan 23 (China, ESS, EV sales, Chemistries, Tesla, US, Fundraising, Argentina)

In January'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 month and year.

We talk about the growth in gigafactories in China and the US, Argentina's wish to be included in the IRA, the bounce in global EV sales, the amazing growth in BESS demand, evolving battery chemistries, Tesla's price cuts and market share, and the lithium sector's failure to raise funds.

Recharge Dec 22 (Sodium-ion, LFP recycling, EV sales, Graphite, Lithium

In December'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 few weeks.

This includes recent developments around sodium-ion cells, the viability or not of recycling of LFP cells, the recent slowdown in EV sales and its implication, the market's failure to understand the potential or graphite, and whether the market is getting it right on lithium?

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?!