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


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Jan 21 2025 44 mins   23

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