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

    1,249 Listeners

    NAB Morning Call by Phil Dobbie

    NAB Morning Call

    15 Listeners

    Energy Insiders - a RenewEconomy Podcast by RenewEconomy

    Energy Insiders - a RenewEconomy Podcast

    33 Listeners

    Interchange Recharged by Wood Mackenzie

    Interchange Recharged

    505 Listeners

    Mining Stock Education by Bill Powers

    Mining Stock Education

    143 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

    96 Listeners

    Redefining Energy by Laurent Segalen and Gerard Reid

    Redefining Energy

    130 Listeners

    Money of Mine by Mineral Media

    Money of Mine

    26 Listeners

    Rock Stock Channel by rockstockchannel

    Rock Stock Channel

    15 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

    153 Listeners

    Catalyst with Shayle Kann by Latitude Media

    Catalyst with Shayle Kann

    280 Listeners

    Chanticleer by Australian Financial Review

    Chanticleer

    24 Listeners

    Open Circuit by Latitude Media

    Open Circuit

    142 Listeners