Recharge by Battery Materials Review

By batterymaterialsreview

All the news from the world of battery materials. In one place. Monthly.... more

3.5

22 ratings

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FAQs about Recharge by Battery Materials Review:

How many episodes does Recharge by Battery Materials Review have?

The podcast currently has 69 episodes available.

Recharge by Battery Materials Review episodes:

March 18, 2025Recharge Mar25 (EVs, Battery delays, tariffs, BESS, cobalt)
In our March 2025 Recharge podcast, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss some of the month's key talking point in the battery industry, including:
EV sales - moving parts, drivers, future trends, the growth of EREVs, BYD vs Tesla
Battery project delays and cancellations in the US and Europe and where that leaves the industry. What do battery developers need to do to survive?
The impact of geopolitics and tariffs on the battery sector, the DLE tech ban and the impact on the wider autos industry in North America
China update and the impact of US Dept of Homeland Security looking to restrict procurement from six Chinese battery makers
The changing investment environment for the industry
BESS installation growth; new techs and innovation
DRC cobalt export ban and thoughts on prices
...more
43min
February 18, 2025Recharge Feb25 (Tariffs, Korean cellmakers, China, Trump 2.0, BESS)
For our February 2025 Recharge podcast, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss some of the key talking point in the industry, including:
The likely effect of tariffs on all parts of the cell supply chain
Korean cathode and cell maker results and current positioning
China's current trade issues with Europe, US and what that might mean
Trump 2.0 and what that means for the US investment environment
BESS - the evolution of technology and the world's biggest?
EV technology developments
...more
29min
January 21, 2025 Recharge Jan25 (MENA, Outlook, Battery prices, EVs, lithium, Geopolitics)
Welcome to 2025 for all our listeners! In this month's Recharge podcast, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) kick off the year by discussing:
- The emergence of MENA into the battery value chain
- 2024 review and 2025 outlook
- Battery pricing trends
- The emergence of a two-tier Energy Transition
- 2025 EV sales forecasts
- The decreasing importance of the equity market in funding
- Lithium cost curves and DLE
- Niche materials (HPM, graphite) in 2025
- Trade issues
...more
45min
November 19, 2024Recharge Nov24 (US elections, China EVs, Q3 results, China trip, battery industry)
In November's Recharge podcast, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) compare notes on their recent travels and talk about some of the key aspects of the industry, including:
The US elections and their impact on the battery value chain
China's evolution in PHEVs and EREVs
Q3 results from cellmakers, cathode producers and miners
Takeaways from Matt's and Cormac's trips to China
Thoughts on development of the battery industry
...more
34min
October 21, 2024Recharge Oct24 (China stimulus, ESS, AAM, EU strategy, EREVs, Lithium)
Join us for October's Recharge, where co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss and analyse some of the key news and developments from the battery value chain, including:
China's stimulus and its likely impact on the battery value chain
Recent developments in China ESS systems
Geopolitics, tariffs and their impact on battery products
Anode materials financings and sector development
The EU and its mixed messaging around the battery value chain
The risks to the growth of LFP in the Western World
EREVs as a core technology for the EV industry
Thoughts on the lithium market
...more
38min
October 15, 2024 RECHARGE Industry (1): Epsilon Advanced Materials
In this inaugural edition of RECHARGE: The Industry we talk with Vikram Handa, Managing Director of Epsilon Advanced Materials, about his company's development plans in anode materials on three continents, how its process differs from others, the emergence of battery demand in India and how EAM's products stack up against Chinese AAM.
...more
40min
September 17, 2024Recharge Sep24 (China records, autos strategy, Lithium, small battery startups)
In September's Recharge, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss and analyse some of the key news and developments from the battery value chain, including:
Nickel and whether it's heading back to balance
Chinese records on cell and EV production
PHEVs/EREVs and auto manufacturers' strategy and profitability
Global EV sales update
The cautionary tale of small-scale battery start ups
Is silver the new battery material?
Lithium and the impact of the CATL lepidolite shutdown
...more
40min
August 15, 2024Recharge Aug24 (Maturing China, Project delays, BESS, EV/ICE parity)
In August'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. Amongst other things, this month we cover:
China's maturing battery supply chain
Project delays and their impact on all parts of the industry
The changing face of BESS
The advent of EV/ICE parity in China and its ramifications
Lack of production cuts in lithium
EV take-off in the Rest of the World
...more
28min
July 22, 2024Recharge July 2024 (Fastmarkets feedback, DLE progress, battery industry, EV subsidies)
Join us for July's Recharge, in which 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 we discuss:
Our takeaways from the Fastmarkets BRM conference
LFP/LMFP and development of a Western supply chain
Progress on DLE and its impact on how we see the lithium industry going forward
Low profitability in the battery industry and its impacts
Different battery industry strategy in China vs rest of the world
One man's subsidy is another's incentive...Is China really the big bad?
...more
29min
June 18, 2024 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.
...more
38min

FAQs about Recharge by Battery Materials Review:

How many episodes does Recharge by Battery Materials Review have?

The podcast currently has 69 episodes available.

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