Recharge by Battery Materials Review

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...

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, f...

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 manufacturi...

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 lith...

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 C...

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 w...

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 dis...

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,...

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 fail...

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 broa...

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 graph...

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 h...

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, Directo...

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. N...

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...

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 differ...

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 forgo...

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 announceme...

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 graphit...

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 Alti...

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.

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 d...

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 tal...

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.

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.