Recharge Aug 25 (Lithium, China, US, MP/DoD, EVs)

In August 2025's Recharge podcast, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss some of the recent key talking points in the battery industry, including:

• The China lithium shutdowns, their impact on the industry and outlook
• Development on US tariffs and anti-dumping duties in the battery supply chain, with a particular focus on graphite and anode materials
• The MP Materials/DoD deal and potential impacts on the battery chain
• What do price floors mean for materials markets and projects?
• EV sales update and discussion
• Discussion on commercial vehicle sales