Episodes
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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 chainRecent developments in China ESS systemsGeopolitics, tariffs and their impact on battery productsAnode materials financings and sector developmentThe EU and its mixed messaging around the battery value chainThe risks to the growth of LFP in the Western WorldEREVs as a core technology for the EV industryThoughts on the lithium market -
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.
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Episodes manquant?
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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 balanceChinese records on cell and EV productionPHEVs/EREVs and auto manufacturers' strategy and profitabilityGlobal EV sales updateThe cautionary tale of small-scale battery start upsIs silver the new battery material?Lithium and the impact of the CATL lepidolite shutdown -
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 chainProject delays and their impact on all parts of the industryThe changing face of BESSThe advent of EV/ICE parity in China and its ramificationsLack of production cuts in lithiumEV take-off in the Rest of the World -
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 conferenceLFP/LMFP and development of a Western supply chainProgress on DLE and its impact on how we see the lithium industry going forwardLow profitability in the battery industry and its impactsDifferent battery industry strategy in China vs rest of the worldOne man's subsidy is another's incentive...Is China really the big bad? -
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.
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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. -
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. -
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 ESGDo you enjoy Recharge? If so, why don't you check out our free 2024 Yearbook which you can download here.
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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 Chinawww.batterymaterialsreview.com
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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.
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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?
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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!
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