Recharge by Battery Materials Review
Business
In June's Recharge co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) talk about the impact of China's lockdown on EV sales and what the outlook is; highlight developments around the LFP chemistry, particularly with regards to speculation that Ford may start using it; talk about BYD's cell to body technology and contrast that with Tesla; discuss different battery formats, particularly around the renaissance of cylindrical, and growing market share of prismatic cells; talk about the impact of President Biden's tariff strategy on solar+storage demand; and what discussion would be complete without some chat on lithium and lithium prices?!
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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