Recharge Mar25 (EVs, Battery delays, tariffs, BESS, cobalt)

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

• EV sales - moving parts, drivers, future trends, the growth of EREVs, BYD vs Tesla
• Battery project delays and cancellations in the US and Europe and where that leaves the industry. What do battery developers need to do to survive?
• The impact of geopolitics and tariffs on the battery sector, the DLE tech ban and the impact on the wider autos industry in North America
• China update and the impact of US Dept of Homeland Security looking to restrict procurement from six Chinese battery makers
• The changing investment environment for the industry
• BESS installation growth; new techs and innovation
• DRC cobalt export ban and thoughts on prices