Recharge by Battery Materials Review
Business
In September's edition of Recharge, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss all the key recent newsflow in the sector including: Recent China Gigafactory and Tech announcements, Battery format trends, the slowdown in European EV sales and its implications, the French EV leasing plan, the reaction to the Inflation Reduction Act, and how development red tape is impacting the industry.
We also answer questions sent in by listeners, including on the following topics:
We are grateful to this edition's sponsor, ICCSino, the specialised lithium battery market research provider.
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 EU Lithium Special
Recharge Aug22 (LFMP/Ford raw materials/Elon Musk & lithium/Inflation Reduction Act/China ESS
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