Recharge by Battery Materials Review

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.

Recharge Feb 2022 (Nickel, Lithium, LGES, Solid State, China, Altilium Group)

In February's edition of Recharge, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) round up all of January's news, discussing the nickel squeeze, the difficulties of adding capacity in lithium, the LG Energy Solutions IPO, Solid state batteries, and the latest Gigafactory announcements.

This month's interview is with Chris Gower, Chief Executive of Altilium Group. In a wide-reaching discussion Chris talks about the difference between his company's nickel production tech and other solutions such as HPAL and NPI/Matte, as well as some of the issues impacting the development of Indonesian nickel production.

Recharge Jan22 (China batteries/LFP/EVs/Material prices/Chemistries)

For the first Recharge of the New Year, presenters Matt Fernley and Cormac O'Laoire review the numerous exciting developments of 2021 and talk about what to expect for 2022 in the world of raw materials, batteries and Electric Vehicles.

Recharge Dec21 (COP26/China/Battery prices/Cathode Mats/Graphite/EVs/Pilbara Minerals)

In December's Recharge Matt Fernley and Cormac O'Laoire round up all November's news, including EV sales and production, the BNEF battery survey and outlook for battery prices, Umicore's and Johnson Matthey's travails in cathode materials and the outlook for graphite.

This month's interview is with Ken Brinsden, MD of ASX-listed lithium producer Pilbara Minerals. In a far-reaching interview Ken discusses the state of lithium inventories, the move towards spot pricing and his company's impact on that, the benefits of going downstream and Pilbara's plans for expansion.

Recharge Nov21 (China/Tesla/Lithium/Pack costs/Savannah Resources)

November's edition of Recharge has the usual discussion of all the month's news by Matt Fernley and Cormac O'Laoire. This month we focus on pack and cell costs, the length of the supply chain, battery trends in China and a comparison of the ESG implications of different nickel offtake announcements.

This month's interview is with David Archer, CEO of AIM-listed Savannah Resources (AIM:SAV) who talks about the Mina do Barroso project in Portugal and its potential as a strategic lithium asset in Europe.

Recharge Oct21 (China update/Nio/Battery Mfg/Fluence/Battery Prices/RM shortage)

October's Recharge has the usual news recap from Matt Fernley and Cormac O'Laoire, this month discussing how China's power shortages could upset the battery supply chain; the importance of Nio's new hybrid LFP/NMC battery; the Fluence IPO; the GM/LG recall and how battery manufacturing could be related; as well as the raw material shortage and it's likely impact on battery prices.

Recharge Sep 21 (China/Chip shortage/EV ownership models/Lithium S&D)

September's edition of Recharge contains the usual news recap from Matt Fernley and Cormac O'Laoire, this month discussing EV and battery developments in China, the impact of the chip shortage on Q4 EV sales, ownership models of the future for EVs and the supply and demand of lithium and its impact on pricing.

Recharge Aug 21 (Lithium prices, M&A, China, Sodium-ion, OEMs, Canada Nickel)

August's edition of Recharge contains the usual news recap from Matt Fernley and Cormac O'Laoire, focusing on CATL's new sodium-ion battery, the run up in lithium prices and their impact on the battery industry, the emergence of M&A in battery raw materials and its implications and a recap on China.

This month's interview is with Mark Selby, CEO of TSXV-listed Canada Nickel (TSXV:CNC). We discuss the Crawford project PEA, M&A in the nickel industry and the potential for zero carbon nickel.

We are grateful to this episode's sponsor, ICC Sino, an essential source of lithium battery market research.

Recharge June 21 (Lithium, Ford, M&A, Resource nationalism, Altech Chems)

In June's edition of Recharge there's the usual update on all the previous month's news from Matt Fernley and Cormac O'Laoire, which includes discussion on the lithium market, an update on Ford's EV and battery strategy as well as thoughts on M&A and resource nationalism in the sector.

This month's interview is with Iggy Tan, MD of ASX-listed Altech Chemicals (ASX:ATC). We discuss HPA demand growth in lithium-ion batteries HPA (High Purity Alumina) is rapidly becoming essential for use in the development of high density lithium-ion batteries and Iggy introduces the industry and his company's development plans.

We are grateful to this episode's sponsor, ICC Sino, an essential source of lithium battery market research.

Recharge May 21 (China, LFP, cathodes, SpodCon, McKinsey)

In May's edition of Recharge there's the usual update on all the previous month's news from Matt Fernley and Cormac O'Laoire, which includes an update on China, discussions on LFP vs Ternary batteries, cathode capacity additions and Hard Rock prices and outlook.

This month's interview is with Ken Hoffman from McKinsey's Basic Materials Institute, who talks in more detail about the fascinating tear-down report  on a number of batteries recently released by his team and gives some insight about their thoughts on future strategy in batteries and battery raw materials. 

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