Recharge by Battery Materials Review
Business
Welcome to April 2020's edition of Recharge by Battery Materials Review.
We start with a recap of all the key news items for the month in batteries and battery materials, give a little more detail on our Focus articles and analyse some of the key data points. Our Focus articles in this month's Review are on the Impacts and Opportunities of the Covid pandemic for the battery industry; and also on what battery materials stocks are best to invest in for a recovery
Our interview this month is with Ken Brinsden, Managing Director of ASX-listed hard rock lithium miner Pilbara Minerals (ASX:PLS) [08:19]. In a far-reaching interview Ken talks about his company's progress at Pilgangoora, the effects of Covid-19 on the lithium industry, and what differentiates Pilbara Minerals from many other stocks out there.
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 Nov21 (China/Tesla/Lithium/Pack costs/Savannah Resources)
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
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