Recharge by Battery Materials Review

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All the news from the world of battery materials. In one place. Monthly.

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    • Apr 22, 2025 LATEST EPISODE
    • monthly NEW EPISODES
    • 37m AVG DURATION
    • 70 EPISODES


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    Latest episodes from Recharge by Battery Materials Review

    Recharge April 25 (Tariffs, RMs, Korea, ESS, battery swapping)

    Play Episode Listen Later Apr 22, 2025 42:30


    In April 2025's Recharge podcast, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss some of the month's key talking points in the battery industry, including: Geopolitics and the impact of tariffs on the industry including around exemption of battery RMs from reciprocal tariffs; EVs and ESS impact; and could this actually be a positive in the end? The US Executive Order on Raw Materials - is it enough? The EU's strategic raw materials projects - does the EU "get it"? Cormac's postcard from Korea BYD and 1MW charging - how viable is it outside China? Mass market EV demand in Europe Changes to China's ESS mandate and its likely impact Will battery swapping go the way of the dinosaur in the passenger vehicle market?

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

    Play Episode Listen Later Mar 18, 2025 42:01


    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

    Recharge Feb25 (Tariffs, Korean cellmakers, China, Trump 2.0, BESS)

    Play Episode Listen Later Feb 18, 2025 28:37


    For our February 2025 Recharge podcast, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss some of the key talking point in the industry, including: The likely effect of tariffs on all parts of the cell supply chain Korean cathode and cell maker results and current positioning China's current trade issues with Europe, US and what that might mean Trump 2.0 and what that means for the US investment environment BESS - the evolution of technology and the world's biggest? EV technology developments

    Recharge Jan25 (MENA, Outlook, Battery prices, EVs, lithium, Geopolitics)

    Play Episode Listen Later Jan 21, 2025 44:52


    Welcome to 2025 for all our listeners! In this month's Recharge podcast, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) kick off the year by discussing: - The emergence of MENA into the battery value chain - 2024 review and 2025 outlook - Battery pricing trends - The emergence of a two-tier Energy Transition - 2025 EV sales forecasts - The decreasing importance of the equity market in funding - Lithium cost curves and DLE - Niche materials (HPM, graphite) in 2025 - Trade issues

    Recharge Nov24 (US elections, China EVs, Q3 results, China trip, battery industry)

    Play Episode Listen Later Nov 19, 2024 33:50


    In November's Recharge podcast, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) compare notes on their recent travels and talk about some of the key aspects of the industry, including: The US elections and their impact on the battery value chain China's evolution in PHEVs and EREVs Q3 results from cellmakers, cathode producers and miners Takeaways from Matt's and Cormac's trips to China Thoughts on development of the battery industry

    Recharge Oct24 (China stimulus, ESS, AAM, EU strategy, EREVs, Lithium)

    Play Episode Listen Later Oct 21, 2024 37:34


    Join us for October's Recharge, where co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss and analyse some of the key news and developments from the battery value chain, including: China's stimulus and its likely impact on the battery value chain Recent developments in China ESS systems Geopolitics, tariffs and their impact on battery products Anode materials financings and sector development The EU and its mixed messaging around the battery value chain The risks to the growth of LFP in the Western World EREVs as a core technology for the EV industry Thoughts on the lithium market  

    RECHARGE Industry (1): Epsilon Advanced Materials

    Play Episode Listen Later Oct 15, 2024 39:11


    In this inaugural edition of RECHARGE: The Industry we talk with Vikram Handa, Managing Director of Epsilon Advanced Materials, about his company's development plans in anode materials on three continents, how its process differs from others, the emergence of battery demand in India and how EAM's products stack up against Chinese AAM.

    Recharge Sep24 (China records, autos strategy, Lithium, small battery startups)

    Play Episode Listen Later Sep 17, 2024 39:14


    In September's Recharge, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss and analyse some of the key news and developments from the battery value chain, including: Nickel and whether it's heading back to balance Chinese records on cell and EV production PHEVs/EREVs and auto manufacturers' strategy and profitability Global EV sales update The cautionary tale of small-scale battery start ups Is silver the new battery material? Lithium and the impact of the CATL lepidolite shutdown  

    Recharge Aug24 (Maturing China, Project delays, BESS, EV/ICE parity)

    Play Episode Listen Later Aug 15, 2024 27:21


    In August's Recharge, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss all the key news items in the world of batteries and battery materials. Amongst other things, this month we cover: China's maturing battery supply chain Project delays and their impact on all parts of the industry The changing face of BESS The advent of EV/ICE parity in China and its ramifications Lack of production cuts in lithium EV take-off in the Rest of the World

    Recharge July 2024 (Fastmarkets feedback, DLE progress, battery industry, EV subsidies)

    Play Episode Listen Later Jul 22, 2024 28:59


    Join us for July's Recharge, in which co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss all the key news items in the world of batteries and battery materials. This month we discuss: Our takeaways from the Fastmarkets BRM conference LFP/LMFP and development of a Western supply chain Progress on DLE and its impact on how we see the lithium industry going forward Low profitability in the battery industry and its impacts Different battery industry strategy in China vs rest of the world One man's subsidy is another's incentive...Is China really the big bad?

    Recharge June 2024 (Section 301, EU EV tariffs, HP Manganese, BYD, lithium, EV sales)

    Play Episode Listen Later Jun 18, 2024 37:38


    In June's Recharge, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss all the key news items in the world of batteries and battery materials.   Join us as we discuss:   - US section 301 tariffs and their impact on EV economics and the supply chain; - Breaking news - European EV tariffs on Chinese OEMs; - BYD's apparent new strategy in Europe; - High Purity Manganese and its importance and neglect; - China lepidolite. Our framework for its emergence and impact on lithium prices; - The importance of the emergence of 800V architecture in EVs; - EV sales and how the outlook is more positive than most analysts suggest.

    Recharge May 2024 (Beijing auto show, CATL & ESS advances, Canada value chain, China scrappage scheme)

    Play Episode Listen Later May 22, 2024 28:50


    In May's Recharge, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss all the key news items in the world of batteries and battery materials.   This month's key topics include: The Beijing auto show and EV dominance; CATL's new cells and recent ESS industry advances; The Canadian battery supply chain; US and UK sanctions on Russian material and likely impacts; China's scrappage scheme and its impact on EV demand; Thoughts on the geopolitics of the Energy Transition.

    Recharge April 2024 (China batteries; lithium pricing; EV sales; ESS)

    Play Episode Listen Later Apr 25, 2024 28:43


    In April's Recharge, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss all the key news items in the world of batteries and battery materials.   This month's key topics include: Some feedback from Cormac's recent travels in Asia particularly around the Chinese battery industry; Thoughts on lithium pricing and discussion on Chinese lepidolite; EV sales recap and thoughts, particularly with regards to the EU's tariff review; Discussion on ESS demand, form factors and inventories; Some thoughts on the outlook for lower tier cell producers.

    Recharge Mar24 (EVs, solid state, lithium, nickel, IBS, ESG)

    Play Episode Listen Later Mar 22, 2024 28:25


    In March's Recharge, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss all the key news items in the world of batteries and battery materials.   This month's key topics include: EVs - our forecasts and an update on China; Solid state batteries after the Samsung SDI announcement; Lithium prices - potential for carbonate/hydroxide bifurcation; Nickel industry and key issues; Takeaways from the International Battery Symposium; Thoughts about ESG Do you enjoy Recharge? If so, why don't you check out our free 2024 Yearbook which you can download here.

    Recharge Feb24 (Incentive prices, EVs, Overinvestment, Two-tier pricing, Graphite)

    Play Episode Listen Later Feb 19, 2024 35:45


    In February's Recharge, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss all the key news items in the world of batteries and battery materials.   This month's key topics include: Incentive prices - ex-China and within China; EV sales and the growing importance of RoW; BMR Yearbook and what to expect; Earnings stress; Overinvestment...or not? Two-tier pricing; Lepidolite and lithium pricing outlook; Graphite and China www.batterymaterialsreview.com 

    Recharge Jan24 (Graphite & China, IRA & FEoC, ESS growth, PHEV/BEV prices)

    Play Episode Listen Later Jan 12, 2024 33:35


    In the first Recharge of the New Year, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) look forward to 2024 in batteries and battery materials.   This month's key topics include: the slowdown in Gigafactory announcements and what it could mean; Graphite in China and exports; IRA and Foreign Entities of Concern; ESS growth and its impacts; PHEV/BEV ratio in EVs; Raw Material prices.

    Recharge Dec23 (Lithium, EV Sales, Capacity postponements, Battery prices)

    Play Episode Listen Later Dec 22, 2023 35:06


    In December's Recharge, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss all the month's key developments in batteries and battery materials. This month's key topics include: a recap of this year's lithium call - what went right, what went wrong; discussion on how EV sales are not as bad as many commentators are saying; the impact of EV and cell capacity components on the battery value chain; what does the falling battery price environment mean for the economics of the industry?

    Recharge Nov23 (Cells industry, Graphite, Nickel ESG, Royalties, Lithium prices, EV slowdown)

    Play Episode Listen Later Nov 20, 2023 37:56


    In November's Recharge, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss all the month's key developments in batteries and battery materials. This month that includes the cell industry, inventories as well as the fungibility of EV and ESS cells; Graphite anodes and risks for the Western World cell industry; Nickel ESG and the risks for the auto industry associated with it; Mining royalties and their likely impact on long-term prices; Lithium prices; and the slowdown in the EV industry and what that can mean for cell investment as well as the impact of solid state cells.

    Recharge Oct23 (Morocco cell ecosystem, China EVs, Lithium, Cell prices, Capex, EU vs China)

    Play Episode Listen Later Oct 23, 2023 26:42


    In October's Recharge, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss all the month's key developments in batteries and battery materials. This month, that includes the emergence of a Moroccan EV battery ecosystem sponsored by China, recent developments in the Chinese EV market, lithium pricing and the outlook, recap on cell prices, margins and impacts, the EU vs China EV spat and the dangers of underestimation of capex in new project studies.

    Recharge Sep23 (China EVs, LFP, Lithium prices, Canada/Portugal/Europe)

    Play Episode Listen Later Sep 18, 2023 36:33


    In September's Recharge, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss all the month's key developments in batteries and battery materials. Major issues this month include: Chinese EV sales and the growth of PHEVs, overcapacity in the LFP supply chain, inventories, lithium prices and production, development issues in Canada and Portugal, feedback from our European trip.

    Recharge Aug23 (OEMs&China, Lithium, Cell Mfg overcapacity, Silicon carbide)

    Play Episode Listen Later Aug 18, 2023 37:09


    In August's Recharge, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss all the month's key developments in batteries and battery materials. Key issues under discussion include: the recent Western OEM investments and JVs with Chinese EV makers, lithium investment trends, Chinese lithium futures and the current trend in prices, cell manufacturing overcapacity in China and its likely effects, and silicon carbide, a key electrification enabler.

    Recharge Jul23 (China EVs, Tesla, Lithium, LFMP, DLE, supply forecasts)

    Play Episode Listen Later Jul 18, 2023 34:31


    In July's Recharge, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss all the month's key developments in batteries and battery materials. Matt talks about some of his impressions from the Fastmarkets Las Vegas conference and we also discuss China and some important recent launches in the Chinese EV market, Tesla, data points and views on lithium, LFMP and its potential and impact on High Purity Manganese markets, DLE and some tough datapoints around that, and thoughts on supply and supply forecasts. 

    Recharge May23 (Sodium-ion, lithium prices, Chile, Chinese EV exports, ESS potential, US emission targets)

    Play Episode Listen Later May 15, 2023 33:11


    In May's Recharge, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss all the month's key developments in batteries and battery materials. Cormac talks about his impressions after the Asia Fastmarkets conference including around the potential for sodium-ion batteries and their supply chain. We also discuss lithium prices, politicial issues in Chile, Chinese EV exports and their impact on the market, the potential of the ESS market and US emissions legislation which has gone widely unnoticed and could have a substantial impact.

    Recharge Apr23 (Sodium-ion/Lithium prices/LDES/IRA/Short seller reports/M&A/EV price wars)

    Play Episode Listen Later Apr 26, 2023 44:22


    In April's Recharge, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss all the month's key developments in batteries and battery materials. This month, it's Matt who's been to Asia and he gives his feedback on aspects of the industry on which Asian investors are focusing. Plus we talk about the impact of sodium-ion chemistry, what's going on with lithium prices, impact of the IRA, paucity of research in recent short seller reports, M&A in lithium, and the EV price wars.

    Recharge Mar 23 (China/Sodium-ion/Export ban/Lithium/Europe IRA)

    Play Episode Listen Later Mar 13, 2023 35:35


    In March's Recharge, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss all the month's key developments in batteries and battery materials. First up is feedback from Cormac's trip to China with some discussion on sodium-ion, the potential for a cell manufacturing equipment export ban, the Ford/CATL deal and the CATL lithium rebate. We also discuss the opportunities for Korean cell makers, features of the European IRA after last week's leaks, and the impact of automation on cell manufacturing costs. PS Matt promises he'll get a new microphone in time for next month's podcast!

    Recharge Jan 23 (China, ESS, EV sales, Chemistries, Tesla, US, Fundraising, Argentina)

    Play Episode Listen Later Jan 18, 2023 35:16


    In January's Recharge, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss all the developments in the batteries and battery materials segments over the past month and year. We talk about the growth in gigafactories in China and the US, Argentina's wish to be included in the IRA, the bounce in global EV sales, the amazing growth in BESS demand, evolving battery chemistries, Tesla's price cuts and market share, and the lithium sector's failure to raise funds.

    Recharge Dec 22 (Sodium-ion, LFP recycling, EV sales, Graphite, Lithium

    Play Episode Listen Later Dec 20, 2022 27:25


    In December's Recharge, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss all the developments in the batteries and battery materials segments over the past few weeks. This includes recent developments around sodium-ion cells, the viability or not of recycling of LFP cells, the recent slowdown in EV sales and its implication, the market's failure to understand the potential or graphite, and whether the market is getting it right on lithium?

    Recharge Nov 22 (China, Tesla/BYD, Cathode clusters, US, ESS, Project delays)

    Play Episode Listen Later Nov 15, 2022 30:32


    In November's Recharge, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss all the developments in the batteries and battery materials segments over the past 5 weeks. This includes what's going on in China, the development of "cathode clusters", cell capacity announcements in the US, Tesla's strategy vs BYD and other OEMs, the emergence of broad political support for ESS and lithium project delays and how that will impact supply/demand balances and pricing forecasts.

    Recharge Oct22 (Talga Group/Fastmarkets Conf/China/Battery Tech/Lithium/Qualification/Silicon Anode)

    Play Episode Listen Later Oct 17, 2022 62:18


    In October's edition of Recharge, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss all the key newsflow including: feedback from the Fastmarkets European BRM conference, China update, Battery Tech, Lithium pricing & supply. This month we also interview Mark Thompson, MD of Talga Group (ASX:TLG), who talks about some of the issues in the graphite sector, introduces his company's integrated BAM project in Sweden, and gives some excellent insight into the qualification process used for new battery materials projects.

    Recharge Sep22 (China/Battery formats/EU EV sales slowdown/IRA/Dev't red tape/Listener Q&A)

    Play Episode Listen Later Sep 18, 2022 46:10


    In September's edition of Recharge, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss all the key recent newsflow in the sector including: Recent China Gigafactory and Tech announcements, Battery format trends, the slowdown in European EV sales and its implications, the French EV leasing plan, the reaction to the Inflation Reduction Act, and how development red tape is impacting the industry. We also answer questions sent in by listeners, including on the following topics: Direct Lithium Extraction Non-lithium technologies for BESS The potential for the China property slowdown to impact EV demand Lepidolite vs current technologies How will BEVs age vs ICEs Lithium prices and their impact on supply Regions to focus on for new supply We are grateful to this edition's sponsor, ICCSino, the specialised lithium battery market research provider.

    Recharge EU Lithium Special

    Play Episode Listen Later Aug 18, 2022 28:27


    The European Chemical Agency has made a proposal to the European Commission to reclassify lithium chemicals as deleterious to human health. In this Recharge Special Edition we talk to three industry experts about why they think that the ECA's proposal is flawed and the damage such a reclassification could do to the nascent European cell manufacturing and EV industry. Featuring Chris Heron, Director of Communications for the European Metals Association, Roland Chavasse, Secretary General of the International Lithium Association, and Muthu Krishna, a battery specialist from Fastmarkets.

    Recharge Aug22 (LFMP/Ford raw materials/Elon Musk & lithium/Inflation Reduction Act/China ESS

    Play Episode Listen Later Aug 10, 2022 27:27


    In August's edition of Recharge, co-presenters Matt Fernley and Cormac O'Laoire discuss all the key news from the sector in July, including: what's going on in China particularly around LFMP cells; Ford's raw materials supply chain disclosures; Elon Musk's comments on lithium refining; the US Inflation Reduction Act and whether it's positive for the industry; and trends in China's BESS industry. Next month's edition will include a Q&A. Details on how to submit your question on the podcast. Please submit questions by 31st August. For listeners of the show, Fastmarkets are offering an exclusive 15% discount for its European Battery Raw Materials conference in Barcelona in September. Instructions to sign up are on the podcast.  

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

    Play Episode Listen Later Jul 18, 2022 28:58


    In July's Recharge, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) give their usual whistle-stop tour of all the news in the world of batteries and battery materials for June. This includes what's going on in China, the impending growth in VRFBs, Indian EV demand and its potential to surprise, the EU's new ICE targets and its mixed messaging on raw materials, the impact of planning red tape on the US and Europe, and the importance of recent investments by OEMs in battery raw material projects. We are grateful to this edition's sponsor, ICCSino, the specialised lithium battery market research provider.

    Recharge June 22 (EV sales, LFP, BYD, Battery format, BESS, Lithium)

    Play Episode Listen Later Jun 17, 2022 35:20


    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 May22 (China lockdowns, LFMP, Tesla/Mining, Financing Gap, LFP, Recycling, Cobalt)

    Play Episode Listen Later May 13, 2022 30:00


    In May's Recharge co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) talk about the impact of China's Covid policy on the supply chain, the emerging LFMP battery chemistry, Tesla's strategy on mining and the ongoing funding gap in upstream, advances in the LFP chemistry and implications, recycling particularly with regards to LFP, and cobalt, the forgotten battery material. We are grateful to this edition's sponsor, Renforth Resources (CSE:RFR), which is developing the Victoria West polymetallic project in Canada.

    Recharge Apr22 (Nickel, Lithium prices, Canadian battery ecosystem, EV supply chain, Gigafactories)

    Play Episode Listen Later Apr 12, 2022 40:54


    In April's Recharge presenter Matt Fernley and guest presenter Rodney Hooper (RK Equity) drill down into some of the key themes in Battery Raw Materials, discussing the outlook for nickel, how realistic lithium price forecasts are, the emergence and importance of the Canadian battery ecosystem, the impact of high raw material prices on profitability, and a record month for Gigafactory announcements. We are grateful to this edition's sponsor, Renforth Resources (CSE:RFR), which is developing the Victoria West polymetallic project in Canada.

    Recharge March 2022 (Nickel squeeze, China, RM sourcing, ResNat, Northern Graphite)

    Play Episode Listen Later Mar 15, 2022 43:55


    In March's Recharge co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss the squeeze in nickel, the growth in resource nationalism, concerns about the EU RMs sourcing policy, the rise of small EVs and talk about February's developments in China. This month's interview is with Greg Bowes, CEO of Northern Graphite (TSXV:NGC) who talks about the graphite sector in general and his company's transformative acquisition which should catapult it into the top tier of global graphite stocks. We are grateful to this edition's sponsor, Renforth Resources (CSE:RFR), which is developing the Victoria West nickel polymetallic project in Canada.

    Recharge Feb 2022 (Nickel, Lithium, LGES, Solid State, China, Altilium Group)

    Play Episode Listen Later Feb 14, 2022 42:46


    In February's edition of Recharge, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) round up all of January's news, discussing the nickel squeeze, the difficulties of adding capacity in lithium, the LG Energy Solutions IPO, Solid state batteries, and the latest Gigafactory announcements. This month's interview is with Chris Gower, Chief Executive of Altilium Group. In a wide-reaching discussion Chris talks about the difference between his company's nickel production tech and other solutions such as HPAL and NPI/Matte, as well as some of the issues impacting the development of Indonesian nickel production.

    Recharge Jan22 (China batteries/LFP/EVs/Material prices/Chemistries)

    Play Episode Listen Later Jan 17, 2022 35:19


    For the first Recharge of the New Year, presenters Matt Fernley and Cormac O'Laoire review the numerous exciting developments of 2021 and talk about what to expect for 2022 in the world of raw materials, batteries and Electric Vehicles.

    Recharge Dec21 (COP26/China/Battery prices/Cathode Mats/Graphite/EVs/Pilbara Minerals)

    Play Episode Listen Later Dec 14, 2021 66:31


    In December's Recharge Matt Fernley and Cormac O'Laoire round up all November's news, including EV sales and production, the BNEF battery survey and outlook for battery prices, Umicore's and Johnson Matthey's travails in cathode materials and the outlook for graphite. This month's interview is with Ken Brinsden, MD of ASX-listed lithium producer Pilbara Minerals. In a far-reaching interview Ken discusses the state of lithium inventories, the move towards spot pricing and his company's impact on that, the benefits of going downstream and Pilbara's plans for expansion.

    Recharge Nov21 (China/Tesla/Lithium/Pack costs/Savannah Resources)

    Play Episode Listen Later Nov 9, 2021 46:52


    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 Oct21 (China update/Nio/Battery Mfg/Fluence/Battery Prices/RM shortage)

    Play Episode Listen Later Oct 18, 2021 31:07


    October's Recharge has the usual news recap from Matt Fernley and Cormac O'Laoire, this month discussing how China's power shortages could upset the battery supply chain; the importance of Nio's new hybrid LFP/NMC battery; the Fluence IPO; the GM/LG recall and how battery manufacturing could be related; as well as the raw material shortage and it's likely impact on battery prices.

    Recharge Sep 21 (China/Chip shortage/EV ownership models/Lithium S&D)

    Play Episode Listen Later Sep 17, 2021 38:00


    September's edition of Recharge contains the usual news recap from Matt Fernley and Cormac O'Laoire, this month discussing EV and battery developments in China, the impact of the chip shortage on Q4 EV sales, ownership models of the future for EVs and the supply and demand of lithium and its impact on pricing.

    Recharge Aug 21 (Lithium prices, M&A, China, Sodium-ion, OEMs, Canada Nickel)

    Play Episode Listen Later Aug 9, 2021 48:27


    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 June 21 (Lithium, Ford, M&A, Resource nationalism, Altech Chems)

    Play Episode Listen Later Jun 15, 2021 50:08


    In June's edition of Recharge there's the usual update on all the previous month's news from Matt Fernley and Cormac O'Laoire, which includes discussion on the lithium market, an update on Ford's EV and battery strategy as well as thoughts on M&A and resource nationalism in the sector. This month's interview is with Iggy Tan, MD of ASX-listed Altech Chemicals (ASX:ATC). We discuss HPA demand growth in lithium-ion batteries HPA (High Purity Alumina) is rapidly becoming essential for use in the development of high density lithium-ion batteries and Iggy introduces the industry and his company's development plans. We are grateful to this episode's sponsor, ICC Sino, an essential source of lithium battery market research.

    Recharge May 21 (China, LFP, cathodes, SpodCon, McKinsey)

    Play Episode Listen Later May 20, 2021 52:46


    In May's edition of Recharge there's the usual update on all the previous month's news from Matt Fernley and Cormac O'Laoire, which includes an update on China, discussions on LFP vs Ternary batteries, cathode capacity additions and Hard Rock prices and outlook. This month's interview is with Ken Hoffman from McKinsey's Basic Materials Institute, who talks in more detail about the fascinating tear-down report  on a number of batteries recently released by his team and gives some insight about their thoughts on future strategy in batteries and battery raw materials.  Enjoy our podcasts? Check out our free Investor's Guide to Battery Materials series.

    Recharge April 21 (China, VW Power Day, LFP, EV sales, Rodney Hooper)

    Play Episode Listen Later Apr 20, 2021 62:34


    In this month's Recharge, co-hosts Matt Fernley from Battery Materials Review and Cormac O'Laoire discuss all the news in the world of EVs, batteries and battery materials over the past month. This month's interview is with Rodney Hooper from RK equity, a long-time expert on lithium and co-host of the Lithium-ion Rocks podcast and the Rock Stock channel.

    Recharge - Mar 2021 (China, Nickel, LGC/SKI, Medallion Resources)

    Play Episode Listen Later Mar 16, 2021 62:06


    March's edition of Recharge, co-hosted by Matt Fernley from Battery Materials Review with Cormac O'Laoire from Electrios Energy, discusses all the key newsflow from February, including an update on developments in China, the uptick in materials capital raisings, the Tsingshan nickel developments, the situation between SK Innovation and LG Chemical in the US, and cathode capacity additions. This month's interview is with Mark Saxon, CEO of Medallion Resources (TSXV:MDL) who talks about supply and demand for critical rare earths as well as his company's revolutionary technology for extracting rare earths from mineral sands. Enjoy our podcasts? Why not check out our Investor's Guide to Battery Materials series?

    Recharge - Feb 2021(China, REE, GM, Pallinghurst Group)

    Play Episode Listen Later Feb 15, 2021 51:43


    February's edition of Recharge, co-hosted by Matt Fernley from Battery Materials Review with Cormac O'Laoire from Electrios Energy, discusses all the key newsflow from January, including China's REE exports hitting a 5-year low, China EV and battery developments (CATL, BYD, NIO), the uptick in equity raisings in battery materials and the GM rebrand. This month's interview is with Chris Shepherd, Partner and Managing Director of The Pallinghurst Group [30.22], who discusses his company's strategy as a key investor in Battery Materials, both in terms of what they're looking for in a new investment and what attracted them to their existing investments in Nouveau Monde Graphite (TSXV:NOU) and Nemaska Lithium. Enjoy our podcasts? Why not check out our Investor's Guide to Battery Materials series?

    Recharge - January 2021

    Play Episode Listen Later Jan 14, 2021 47:32


    It's a New Year and a new format for Recharge in our January 2021 edition. I'm very happy to welcome guest host Cormac O'Laoire, MD of Electrios Energy. Cormac has over 10 years of experience in the battery industry and has been specialising in the Chinese battery industry for the last 7 years. He brings some fascinating perspectives to our discussion of December's key developments. This month's interview is with Stephen Biggins, MD of Core Lithium (ASX:CXO) [30:32] who gives some interesting detail on his company's Finniss project, which is shaping up to be the next cab off the rank in Australia's hard rock lithium sector.

    Recharge - November 2020

    Play Episode Listen Later Nov 13, 2020 38:15


    November 2020's edition of Recharge by Battery Materials Review discusses how localisation of supply chains can increase the sustainability of battery production. We highlight the key projects which could make up future localised supply chains for both Europe and North America, and also discuss some of the key factors in battery materials production which can impact greenhouse gas emissions. We also include our usual recap of all the key news flow in global batteries and raw materials markets, as well as analysis of key developments. Our interview this month is with Ying Lu, a senior analyst at Roskill who specialises in nickel and nickel sulphate for the battery industry. She provides some fascinating insights into the emerging supply/demand gap in battery grade nickel sulphate and the various attempts to fill it.

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