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


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Jun 17 2024 37 mins   26

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.