Recharge by Battery Materials Review

Recharge Jan26 (2025 review and outlook thoughts)

Listen Later

In January 2026’s Recharge podcast, co-presenters Matt (RK Equity / Battery Materials Review) and Cormac O’Laoire (Electrios Energy) discuss key battery-market dynamics heading into 2026, including:

 

  • China’s shift toward PHEVs/EREVs, larger packs, and intensifying model-level competition
  • Slowing China EV sales growth and the implications of subsidy roll-offs for 2026 demand
  • Diverging regional outcomes in 2025: US EV slowdown versus stronger-than-expected Europe growth
  • China’s export rebate changes for batteries and the impact on Tier 2 producers and ESS supply availability
  • Rising battery raw material inputs and where cell pricing could tighten, especially for higher-duration ESS

    •  

    ...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

    1,247 Listeners

    NAB Morning Call by Phil Dobbie

    NAB Morning Call

    14 Listeners

    Energy Insiders - a RenewEconomy Podcast by RenewEconomy

    Energy Insiders - a RenewEconomy Podcast

    32 Listeners

    Interchange Recharged by Wood Mackenzie

    Interchange Recharged

    504 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

    127 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

    278 Listeners

    Chanticleer by Australian Financial Review

    Chanticleer

    22 Listeners

    Open Circuit by Latitude Media

    Open Circuit

    141 Listeners