Recharge by Battery Materials Review

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...

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 growt...

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...

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.

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 mo...

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, P...

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 i...

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 al...

October 2020's edition of Recharge by Battery Materials Review discusses our lead article's view that under-investment in battery raw materials is now the biggest danger to the electric vehicle event. Shortage of raw materials is likely to lead to higher material prices and higher material prices to higher battery prices, which could make electric vehicles uneconomic. We also include our usual rec...

In September 2020's edition of Recharge by Battery Materials Review, the Focus article is on the subject of incentive prices in lithium and nickel and we discuss the level that prices need to reach before it will be economic for producers to invest in new capacity. 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 dev...

In July 2020's edition of Recharge by Battery Materials Review we discuss this month's focus topic from the Review which is the impact on our materials demand forecasts of an increase in our EV sales forecasts. Basically our more bullish EV sales forecasts bring forward the expected supply/demand gap from the mid-2020s to the early-2020s. This means that it's now more urgent than ever for capital...

Welcome to June 2020's edition of Recharge by Battery Materials Review, in which we discuss all the recent news and developments in the batteries, end markets and battery materials sectors. Our Focus topics this month are on (1) EU Green stimulus which I believe will be enormously positive for battery raw materials. European EV sales are set to surprise on the upside this year which will have subs...

Welcome to May 2020's edition of Recharge by Battery Materials Review. We start with a recap of all the key news items for April in batteries and battery materials, give a little more detail on our Focus article and analyse some of the key data points. Our Focus article in this month's Review is on the topic of Hydrogen. We discuss whether Hydrogen and Batteries should be seen as mutually exclusiv...

Welcome to April 2020's edition of Recharge by Battery Materials Review. We start with a recap of all the key news items for the month in batteries and battery materials, give a little more detail on our Focus articles and analyse some of the key data points. Our Focus articles in this month's Review are on the Impacts and Opportunities of the Covid pandemic for the battery industry; and also on w...

Welcome to March 2020's edition of Recharge by Battery Materials Review. This month's edition is a focus on Battery Recycling, which is a topic of great importance in the sector but one that's not well understood. Before that we recap all the key news items for the month in batteries and battery materials, give a little more detail on our Focus articles and analyse some of the key data points. We...

Welcome to February 2020's edition of Recharge by Battery Materials Review, in which we discuss all the recent news and developments in the batteries, end markets and battery materials sectors. Our Focus topics this month are on Graphite, which we still believe have significant potential, despite not stellar performance in 2019; and the CoronaVirus. We are particularly concerned that the market is...

In December's edition of Recharge by Battery Materials Review we have the usual recap of all of November's key news from the world of battery materials, batteries and end markets, as well as analysis, and discussion on this month's focus pieces - on the growth of the Korean battery makers, as well as the growing skills shortage along the whole of the battery value chain. This month's interview is...

In November's edition of Recharge by Battery Materials Review we've got two fascinating interviews, as well as a recap of all of October's key news in the world of battery materials, batteries and end-markets, analysis, and a discussion of this month's focus pieces on the future for EVs and on the lithium market. We've gone all-in on nickel this month, and we present interviews with CEOs of two co...

For October’s edition of Recharge by Battery Materials Review we’ve got two great interviews, as well as a recap of all of September’s key news, both upstream and downstream in the sector, and a discussion of this month’s BMR focus piece on Rare Earths. Our feature looks to discuss and dispel some of the common myths associated with Rare Earth mining, focus on what are the key attributes to look f...

For September’s edition of Recharge by Battery Materials Review we’ve got two great interviews, as well as a recap of all the key news both upstream and downstream in the sector for the month and a discussion of this month’s BMR focus piece which was on the 811 battery chemistry. We asked whether, given that nickel prices could increase substantially from here, 811 should really be the target batt...

Welcome to August’s edition of Recharge by Battery Materials Review. Really excited about this month’s interviews. Both companies are in commodities that are not well-known in the battery material space, or even in the mining space as a whole. Both commodities, in fact, are more widely-known as constituents of steel production than in the battery space thus far. In addition to the interviews we’ve...

Welcome to July's edition of Recharge by Battery Materials Review. In this edition we discuss all the key news and developments in July in the Batteries and Raw Materials segments. Our Focus topics for this month are: the risk of more Chinese strategic stakeholders selling down and which companies are most at risk. We also ask, given recent announcements of curtailed spodumene concentrate sales, i...

Welcome to June's edition of Recharge by Battery Materials Review. We've got a great line up this month again. We've relaunched the magazine in June to focus a little more on analysis than newsflow and we've got three great features on: The Skills Shortage in Battery Materials, The Outlook for Lithium Clay projects and Why you should take the fall in LME nickel inventories with a pinch of salt. We...

For May 2019, Recharge by Battery Materials Review has a great line up. As well as recapping all the key news for April in the world of batteries, raw materials, EVs and storage, we discuss our four feature articles for the month, on the Wesfarmers/Kidman bid, the structure of offtake agreements, Umicore's cathode materials profit warning and whether battery explosions threaten lithium-ion battery...

In April 2019's edition of Recharge, the podcast of Battery Materials Review, we recap all the key news in the Battery Materials industry in March, as well as focusing on funding and why, even though it's a tough environment, it's available for the right project, and we also discuss why self-sufficiency in battery materials may be a pipe dream for the US and Europe. We also have interviews with: K...