Recharge by Battery Materials Review

Mar 17 2025 69 ep. 37 mins 82
Recharge by Battery Materials Review Podcast artwork

All the news from the world of battery materials. In one place. Monthly.

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Recharge Mar25 (EVs, Battery delays, tariffs, BESS, cobalt)

Mar 17 2025 42 mins  
In our March 2025 Recharge podcast, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss some of the month's key talking point in the battery industry, including: EV sales - moving parts, drivers, future trends, the growth of EREVs, BYD vs Tesla Battery project delays and cancellations in the US and Europe and where that leaves the i

Recharge Feb25 (Tariffs, Korean cellmakers, China, Trump 2.0, BESS)

Feb 17 2025 28 mins  
For our February 2025 Recharge podcast, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss some of the key talking point in the industry, including: The likely effect of tariffs on all parts of the cell supply chain Korean cathode and cell maker results and current positioning China's current trade issues with Europe, US and what t

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

Jan 21 2025 44 mins  
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 -

Recharge Nov24 (US elections, China EVs, Q3 results, China trip, battery industry)

Nov 18 2024 33 mins  
In November's Recharge podcast, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) compare notes on their recent travels and talk about some of the key aspects of the industry, including: The US elections and their impact on the battery value chain China's evolution in PHEVs and EREVs Q3 results from cellmakers, cathode producers and miner

Recharge Oct24 (China stimulus, ESS, AAM, EU strategy, EREVs, Lithium)

Oct 21 2024 37 mins  
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 chain Recent developments in China ESS systems Geopolitics, tariffs and their impact on batter

RECHARGE Industry (1): Epsilon Advanced Materials

Oct 15 2024 39 mins  
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.

Recharge Sep24 (China records, autos strategy, Lithium, small battery startups)

Sep 16 2024 39 mins  
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 balance Chinese records on cell and EV production PHEVs/EREVs and auto manufacturers' strategy and profitability Global EV sale

Recharge Aug24 (Maturing China, Project delays, BESS, EV/ICE parity)

Aug 14 2024 27 mins  
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 chain Project delays and their impact on all parts of the industry The changing face of BESS The advent of EV/ICE

Recharge July 2024 (Fastmarkets feedback, DLE progress, battery industry, EV subsidies)

Jul 22 2024 28 mins  
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 conference LFP/LMFP and development of a Western supply chain Progress on DLE and its impact on how we see the

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

Jun 17 2024 37 mins  
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