Recharge by Battery Materials Review

Recharge April 25 (Tariffs, RMs, Korea, ESS, battery swapping)

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In April 2025's Recharge podcast, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss some of the month's key talking points in the battery industry, including:

  • Geopolitics and the impact of tariffs on the industry including around exemption of battery RMs from reciprocal tariffs; EVs and ESS impact; and could this actually be a positive in the end?
  • The US Executive Order on Raw Materials - is it enough?
  • The EU's strategic raw materials projects - does the EU "get it"?
  • Cormac's postcard from Korea
  • BYD and 1MW charging - how viable is it outside China?
  • Mass market EV demand in Europe
  • Changes to China's ESS mandate and its likely impact
  • Will battery swapping go the way of the dinosaur in the passenger vehicle market?
    • ...more
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