Recharge by Battery Materials Review

Recharge Dec25 (Overstated forecasts, CATL, semi-solid batteries, battery costs, BESS)

Listen Later

In December 2025’s Recharge podcast, co-presenters Matt Fernley (Battery Materials Review) and Cormac O’Laoire (Electrios Energy) review the key developments shaping the battery materials and energy storage sectors as the industry heads into 2026, including:

  • Why lithium demand forecasts may be overstated, including assumptions around lithium intensity per kWh and EV battery pack sizes
  • EV battery size trends, affordability, and the divergence between Europe and China, including the role of SUVs, crossovers and EREVs
  • What does NIO’s decision to stop selling its semi-solid battery mean for the market?
  • Battery pricing trends, BNEF pack cost benchmarks, and whether 2025 marks the trough for cell and pack costs
  • Capacity utilisation, pricing pressure and why older gigafactories risk becoming uncompetitive
  • BESS market dynamics, including strong cell shipments, slower installations, inventory build-ups and project delays
    • ...more
    View all episodesView all episodes
    Download on the App Store
    Recharge by Battery Materials ReviewBy batterymaterialsreview
    • 3.5
    • 3.5
    • 3.5
    • 3.5
    • 3.5

    3.5

    2 ratings

    More shows like Recharge by Battery Materials Review

    View all
    Energy Gang by Wood Mackenzie

    Energy Gang

    1,250 Listeners

    NAB Morning Call by Phil Dobbie

    NAB Morning Call

    17 Listeners

    Energy Insiders - a RenewEconomy Podcast by RenewEconomy

    Energy Insiders - a RenewEconomy Podcast

    33 Listeners

    Interchange Recharged by Wood Mackenzie

    Interchange Recharged

    504 Listeners

    Mining Stock Education by Bill Powers

    Mining Stock Education

    146 Listeners

    EV News Daily - Technology and Business of EVs by Martyn Lee

    EV News Daily - Technology and Business of EVs

    466 Listeners

    Mining Stock Daily by Trevor Hall

    Mining Stock Daily

    97 Listeners

    Redefining Energy by Laurent Segalen and Gerard Reid

    Redefining Energy

    129 Listeners

    Money of Mine by Mineral Media

    Money of Mine

    25 Listeners

    Rock Stock Channel by rockstockchannel

    Rock Stock Channel

    14 Listeners

    The Global Lithium Podcast by Joe Lowry

    The Global Lithium Podcast

    44 Listeners

    The HC Commodities Podcast by Paul Chapman, HC Group

    The HC Commodities Podcast

    154 Listeners

    Catalyst with Shayle Kann by Latitude Media

    Catalyst with Shayle Kann

    280 Listeners

    Chanticleer by Australian Financial Review

    Chanticleer

    21 Listeners

    Open Circuit by Latitude Media

    Open Circuit

    143 Listeners