Recharge by Battery Materials Review
Business
August's edition of Recharge contains the usual news recap from Matt Fernley and Cormac O'Laoire, focusing on CATL's new sodium-ion battery, the run up in lithium prices and their impact on the battery industry, the emergence of M&A in battery raw materials and its implications and a recap on China.
This month's interview is with Mark Selby, CEO of TSXV-listed Canada Nickel (TSXV:CNC). We discuss the Crawford project PEA, M&A in the nickel industry and the potential for zero carbon nickel.
We are grateful to this episode's sponsor, ICC Sino, an essential source of lithium battery market research.
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 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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