Recharge by Battery Materials Review
Business
November's edition of Recharge has the usual discussion of all the month's news by Matt Fernley and Cormac O'Laoire. This month we focus on pack and cell costs, the length of the supply chain, battery trends in China and a comparison of the ESG implications of different nickel offtake announcements.
This month's interview is with David Archer, CEO of AIM-listed Savannah Resources (AIM:SAV) who talks about the Mina do Barroso project in Portugal and its potential as a strategic lithium asset in Europe.
Recharge July 2022 (China, VRFBs, India EVs, EU ICE targets, Planning red tape, OEM investments)
Recharge June 22 (EV sales, LFP, BYD, Battery format, BESS, Lithium)
Recharge May22 (China lockdowns, LFMP, Tesla/Mining, Financing Gap, LFP, Recycling, Cobalt)
Recharge Apr22 (Nickel, Lithium prices, Canadian battery ecosystem, EV supply chain, Gigafactories)
Recharge March 2022 (Nickel squeeze, China, RM sourcing, ResNat, Northern Graphite)
Recharge Feb 2022 (Nickel, Lithium, LGES, Solid State, China, Altilium Group)
Recharge Jan22 (China batteries/LFP/EVs/Material prices/Chemistries)
Recharge Dec21 (COP26/China/Battery prices/Cathode Mats/Graphite/EVs/Pilbara Minerals)
Recharge Oct21 (China update/Nio/Battery Mfg/Fluence/Battery Prices/RM shortage)
Recharge Sep 21 (China/Chip shortage/EV ownership models/Lithium S&D)
Recharge Aug 21 (Lithium prices, M&A, China, Sodium-ion, OEMs, Canada Nickel)
Recharge June 21 (Lithium, Ford, M&A, Resource nationalism, Altech Chems)
Recharge May 21 (China, LFP, cathodes, SpodCon, McKinsey)
Recharge April 21 (China, VW Power Day, LFP, EV sales, Rodney Hooper)
Recharge - Mar 2021 (China, Nickel, LGC/SKI, Medallion Resources)
Recharge - Feb 2021(China, REE, GM, Pallinghurst Group)
Recharge - January 2021
Recharge - November 2020
Recharge - October 2020
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
Aligned Money Show
Gorse Culture PODcast : The H.R. Detective Agency!
HCI Leadership Revolution
The Ramsey Show
Planet Money