Recharge by Battery Materials Review

Recharge Feb26 (EVs, ESS, China, Lithium)

Listen Later

In this month’s Recharge, presenters Matt Fernley (RK Equity /Battery Materials Review) and Cormac O’Laoire (Electrios Energy) discuss key developments along the battery supply chain, including:

  • Slowing China EV sales, changes in the PHEV/BEV ratio and the possibility of further stimulus.
  • How and whay Europe surprised last year in EV sales and what that could mean for this year.
  • Can ROW demand offset slowing US sales?
  • What's happening in ESS, why the development of sodium-ion may not be an issue for lithium-ion and how higher lithium prices could impact.
  • Why lithium price volatility ≠ broken fundamentals. Discussing inventory levels and demand.
    • ...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

    1,252 Listeners

    NAB Morning Call by Phil Dobbie

    NAB Morning Call

    20 Listeners

    Energy Insiders - a RenewEconomy Podcast by RenewEconomy

    Energy Insiders - a RenewEconomy Podcast

    30 Listeners

    Interchange Recharged by Wood Mackenzie

    Interchange Recharged

    506 Listeners

    Mining Stock Education by Bill Powers

    Mining Stock Education

    147 Listeners

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

    EV News Daily - Technology and Business of EVs

    465 Listeners

    Mining Stock Daily by Trevor Hall

    Mining Stock Daily

    97 Listeners

    Redefining Energy by Laurent Segalen and Gerard Reid

    Redefining Energy

    132 Listeners

    Money of Mine by Mineral Media

    Money of Mine

    27 Listeners

    Rock Stock Channel by rockstockchannel

    Rock Stock Channel

    14 Listeners

    The Global Lithium Podcast by Joe Lowry

    The Global Lithium Podcast

    45 Listeners

    The HC Commodities Podcast by Paul Chapman, HC Group

    The HC Commodities Podcast

    155 Listeners

    Catalyst with Shayle Kann by Latitude Media

    Catalyst with Shayle Kann

    279 Listeners

    Chanticleer by Australian Financial Review

    Chanticleer

    22 Listeners

    Open Circuit by Latitude Media

    Open Circuit

    141 Listeners