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 July 2022 (China, VRFBs, India EVs, EU ICE targets, Planning red tape, OEM investments)
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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