Recharge by Battery Materials Review
Business
August's edition of Recharge contains the usual news recap from Matt Fernley and Cormac O'Laoire, focusing on CATL's new sodium-ion battery, the run up in lithium prices and their impact on the battery industry, the emergence of M&A in battery raw materials and its implications and a recap on China.
This month's interview is with Mark Selby, CEO of TSXV-listed Canada Nickel (TSXV:CNC). We discuss the Crawford project PEA, M&A in the nickel industry and the potential for zero carbon nickel.
We are grateful to this episode's sponsor, ICC Sino, an essential source of lithium battery market research.
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
Recharge July 2022 (China, VRFBs, India EVs, EU ICE targets, Planning red tape, OEM investments)
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
The Commercial Edge: Unleash the Power of People
Aligned Money Show
Gorse Culture PODcast : The H.R. Detective Agency!
HCI Leadership Revolution
The Ramsey Show
Planet Money