Recharge by Battery Materials Review
Business
In April's Recharge presenter Matt Fernley and guest presenter Rodney Hooper (RK Equity) drill down into some of the key themes in Battery Raw Materials, discussing the outlook for nickel, how realistic lithium price forecasts are, the emergence and importance of the Canadian battery ecosystem, the impact of high raw material prices on profitability, and a record month for Gigafactory announcements.
We are grateful to this edition's sponsor, Renforth Resources (CSE:RFR), which is developing the Victoria West polymetallic project in Canada.
Recharge April 2024 (China batteries; lithium pricing; EV sales; ESS)
Recharge Mar24 (EVs, solid state, lithium, nickel, IBS, ESG)
Recharge Feb24 (Incentive prices, EVs, Overinvestment, Two-tier pricing, Graphite)
Recharge Jan24 (Graphite & China, IRA & FEoC, ESS growth, PHEV/BEV prices)
Recharge Dec23 (Lithium, EV Sales, Capacity postponements, Battery prices)
Recharge Nov23 (Cells industry, Graphite, Nickel ESG, Royalties, Lithium prices, EV slowdown)
Recharge Oct23 (Morocco cell ecosystem, China EVs, Lithium, Cell prices, Capex, EU vs China)
Recharge Sep23 (China EVs, LFP, Lithium prices, Canada/Portugal/Europe)
Recharge Aug23 (OEMs&China, Lithium, Cell Mfg overcapacity, Silicon carbide)
Recharge Jul23 (China EVs, Tesla, Lithium, LFMP, DLE, supply forecasts)
Recharge May23 (Sodium-ion, lithium prices, Chile, Chinese EV exports, ESS potential, US emission targets)
Recharge Apr23 (Sodium-ion/Lithium prices/LDES/IRA/Short seller reports/M&A/EV price wars)
Recharge Mar 23 (China/Sodium-ion/Export ban/Lithium/Europe IRA)
Recharge Jan 23 (China, ESS, EV sales, Chemistries, Tesla, US, Fundraising, Argentina)
Recharge Dec 22 (Sodium-ion, LFP recycling, EV sales, Graphite, Lithium
Recharge Nov 22 (China, Tesla/BYD, Cathode clusters, US, ESS, Project delays)
Recharge Oct22 (Talga Group/Fastmarkets Conf/China/Battery Tech/Lithium/Qualification/Silicon Anode)
Recharge Sep22 (China/Battery formats/EU EV sales slowdown/IRA/Dev’t red tape/Listener Q&A)
Recharge EU Lithium Special
Recharge Aug22 (LFMP/Ford raw materials/Elon Musk & lithium/Inflation Reduction Act/China ESS
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