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


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Jul 22 2024 28 mins   27

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 lithium industry going forward

  • Low profitability in the battery industry and its impacts

  • Different battery industry strategy in China vs rest of the world

  • One man's subsidy is another's incentive...Is China really the big bad?