Batterymaterialsreview - Podcast Details

Shows

Rock Stock Channel LME Week, lithium debate, China controls, NMC vs LFP, sodium-ion, ESS boom | Cormac O'LaoireIn this episode, I (Matt Fernley, Battery Materials Review) sit down with Cormac O’Laoire (Electrios Energy) to dissect what LME Week signals for battery materials and how policy, supply chains and technology choices could shape returns for investors over the next 12–24 months. We compare the sharply divided lithium outlooks we heard in London with on-the-ground demand indicators in China, Europe and the Rest of World, and outline the datapoints I’m watching (especially inventories) before turning more constructive. Key topics discussed - LME Week takeaways: why analyst views on lithium are further apart than I’ve e...

2025-10-2437 min

Recharge by Battery Materials Review Recharge Oct25 (LME Week, lithium debate, China controls, NMC vs LFP, sodium-ion, ESS boom)In October 2025’s Recharge podcast, co-presenters Matt Fernley (Battery Materials Review) and Cormac O’Laoire (Electrios Energy) unpack takeaways from LME Week and what they mean for the battery value chain, including: The split views on lithium—bulls vs bears—and why inventories over the next 2–3 months will be decisive EV demand dynamics: China’s scrappage scheme effects, BEV vs PHEV trends, and the surge in ROW sales driven by Chinese exports (BYD, new EU/LatAm plants) China’s new export controls on advanced LFP and graphite, the West’s exposure to Chinese anode supply, and the case for building an...

2025-10-2237 min

Recharge by Battery Materials Review Recharge Aug 25 (Lithium, China, US, MP/DoD, EVs)In August 2025's Recharge podcast, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss some of the recent key talking points in the battery industry, including: The China lithium shutdowns, their impact on the industry and outlook Development on US tariffs and anti-dumping duties in the battery supply chain, with a particular focus on graphite and anode materials The MP Materials/DoD deal and potential impacts on the battery chain What do price floors mean for materials markets and projects? EV sales update and discussion Discussion on commercial vehicle sales

2025-08-1849 min

Rock Stock Channel Trump’s Big Beautiful Rare Earth Monopoly | Steve LeVine & Matt FernleyIn this episode, I speak with veteran battery journalist Steve LeVine (The Electric) and critical materials expert Matt Fernley (Battery Materials Review) about the implications of former President Trump's recently passed "Big Beautiful Battery Bill." We unpack the nuances of this landmark legislation, highlighting why some experts see it as potentially transformative for U.S. battery and critical mineral industries, despite mixed reactions from the broader clean-energy sector. Steve shares insights on how, despite reductions to EV tax credits and renewable energy incentives, the bill allocates significant Department of Defense (DoD) lending authority aimed at boosting domestic...

2025-07-161h 06

Rock Stock Channel Top Lithium Stocks to Consider in a Bear Market Before The Rebound | Matt FernleyIn this episode, we welcome back Matt Fernley, respected industry analyst and author of the Battery Materials Review (available: https://www.batterymaterialsreview.com/), to explore the state of the lithium market amidst an ongoing bear cycle. Matt shares insightful perspectives on lithium pricing trends, highlighting that while short-term oversupply may keep prices subdued, we might be closer to the bottom than many expect. Together, we discuss the impact of rising inventories, the necessity of production cuts for price recovery, and the nuances of China's lithium industry—specifically, how misconceptions about processing costs and environmental practices could influence gl...

2025-06-2154 min

Recharge by Battery Materials Review Recharge June 25 (IRA repeal, US planning, High Manganese, Lithium, BESS)In June 2025's Recharge podcast, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss some of the month's key talking points in the battery industry, including: The current state of US/China trade war, the impact of the IRA repeal on the sector and the uncertain investment environment Changes to the US raw material planning structure - is it enough to attract investment to the sector? Exciting sounding announcements from Ford & GM around high manganese batteries but where will the raw materials come from? Thoughts on lithium prices, how Chinese lepidolite costs are misunderstood by the...

2025-06-2035 min

Recharge by Battery Materials Review Recharge April 25 (Tariffs, RMs, Korea, ESS, battery swapping)In April 2025's Recharge podcast, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss some of the month's key talking points in the battery industry, including: Geopolitics and the impact of tariffs on the industry including around exemption of battery RMs from reciprocal tariffs; EVs and ESS impact; and could this actually be a positive in the end? The US Executive Order on Raw Materials - is it enough? The EU's strategic raw materials projects - does the EU "get it"? Cormac's postcard from Korea BYD and 1MW charging - how viable is it outside Chi...

2025-04-2242 min

Recharge by Battery Materials Review Recharge Mar25 (EVs, Battery delays, tariffs, BESS, cobalt)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 industry. What do battery developers need to do to survive? The impact of geopolitics and tariffs on the battery sector, the DLE tech ban and the impact on the wider autos industry in North America China update and the imp...

2025-03-1842 min

Recharge by Battery Materials Review Recharge Feb25 (Tariffs, Korean cellmakers, China, Trump 2.0, BESS)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 that might mean Trump 2.0 and what that means for the US investment environment BESS - the evolution of technology and the world's biggest? EV technology developments

2025-02-1828 min

Recharge by Battery Materials Review Recharge Jan25 (MENA, Outlook, Battery prices, EVs, lithium, Geopolitics)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 - Tra...

2025-01-2144 min

Recharge by Battery Materials Review Recharge Nov24 (US elections, China EVs, Q3 results, China trip, battery industry)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 miners Takeaways from Matt's and Cormac's trips to China Thoughts on development of the battery industry

2024-11-1933 min

Recharge by Battery Materials Review Recharge Oct24 (China stimulus, ESS, AAM, EU strategy, EREVs, Lithium)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 battery products Anode materials financings and sector development The EU and its mixed messaging around the battery value chain The risks to the growth of LFP in the Western World EREVs as a core technology for the EV industry Thoughts on the lit...

2024-10-2137 min

Recharge by Battery Materials Review RECHARGE Industry (1): Epsilon Advanced MaterialsIn 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.

2024-10-1539 min

Recharge by Battery Materials Review Recharge Sep24 (China records, autos strategy, Lithium, small battery startups)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 sales update The cautionary tale of small-scale battery start ups Is silver the new battery material? Lithium and the impact of the CATL lepidolite shutdown

2024-09-1739 min

Recharge by Battery Materials Review Recharge Aug24 (Maturing China, Project delays, BESS, EV/ICE parity)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 parity in China and its ramifications Lack of production cuts in lithium EV take-off in the Rest of the World

2024-08-1527 min

Recharge by Battery Materials Review Recharge July 2024 (Fastmarkets feedback, DLE progress, battery industry, EV subsidies)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?

2024-07-2228 min

Recharge by Battery Materials Review Recharge June 2024 (Section 301, EU EV tariffs, HP Manganese, BYD, lithium, EV sales)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 lit...

2024-06-1837 min

Cleaning Up: Leadership in an Age of Climate Change Battery Recycling Is Here - But Where Are The Batteries? - Ep165: Hans Eric MelinAs everyone knows, battery prices are plummeting and manufacturing volumes are soaring, whether for EVs or for grid-connected storage. And everyone knows there's a problem: only 5% of lithium-ion batteries are recycled. The rest go to landfill, right? Wrong. This week's guest on Cleaning Up is the world's preeminent expert on battery recycling. Hans Eric Melin is the Founder and Managing Director of Circular Energy Storage. Circular Energy Storage is a London-based data collection and analytics consultancy focused on the lithium-ion battery end-of-life market. They help companies and organisations in the entire battery value chain to take better d...

2024-06-051h 13

Mining Stock Education Lithium Price Has Bottomed but No New Highs for 5-6 Years says Battery Metals Analyst Matt FernleyThe lithium price has bottomed out but don’t expect new highs for 5-6 years says battery metals analyst Matt Fernley. Matt is an analyst and editor of the Battery Material Review newsletter, which focuses on investment within the battery materials portion of the mining sector. In this interview, Fernley provides commentary on several topics such as lithium price expectations, battery chemistry, EVs, Graphite and where is the best value in the battery metals sector right now. 0:00 Intro 0:48 Lithium price 5:33 Lepidolite 9:33 Direct lithium Extraction 12:22 Li batteries versus Sodium Ion 14:38 Ni Price bifurcation 22:01 Security of supply 26:00 Complexity of hybrid EVs 30:39 Why ar...

2024-05-2348 min

Recharge by Battery Materials Review Recharge May 2024 (Beijing auto show, CATL & ESS advances, Canada value chain, China scrappage scheme)In May'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. This month's key topics include: The Beijing auto show and EV dominance; CATL's new cells and recent ESS industry advances; The Canadian battery supply chain; US and UK sanctions on Russian material and likely impacts; China's scrappage scheme and its impact on EV demand; Thoughts on the geopolitics of the Energy Transition.

2024-05-2228 min

Recharge by Battery Materials Review Recharge April 2024 (China batteries; lithium pricing; EV sales; ESS)In April'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. This month's key topics include: Some feedback from Cormac's recent travels in Asia particularly around the Chinese battery industry; Thoughts on lithium pricing and discussion on Chinese lepidolite; EV sales recap and thoughts, particularly with regards to the EU's tariff review; Discussion on ESS demand, form factors and inventories; Some thoughts on the outlook for lower tier cell producers.

2024-04-2528 min

Recharge by Battery Materials Review Recharge Mar24 (EVs, solid state, lithium, nickel, IBS, ESG)In March'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. This month's key topics include: EVs - our forecasts and an update on China; Solid state batteries after the Samsung SDI announcement; Lithium prices - potential for carbonate/hydroxide bifurcation; Nickel industry and key issues; Takeaways from the International Battery Symposium; Thoughts about ESG Do you enjoy Recharge? If so, why don't you check out our free 2024 Yearbook which you can download here.

2024-03-2228 min

Recharge by Battery Materials Review Recharge Feb24 (Incentive prices, EVs, Overinvestment, Two-tier pricing, Graphite)In February'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. This month's key topics include: Incentive prices - ex-China and within China; EV sales and the growing importance of RoW; BMR Yearbook and what to expect; Earnings stress; Overinvestment...or not? Two-tier pricing; Lepidolite and lithium pricing outlook; Graphite and China www.batterymaterialsreview.com

2024-02-1935 min

Recharge by Battery Materials Review Recharge Jan24 (Graphite & China, IRA & FEoC, ESS growth, PHEV/BEV prices)In the first Recharge of the New Year, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) look forward to 2024 in batteries and battery materials. This month's key topics include: the slowdown in Gigafactory announcements and what it could mean; Graphite in China and exports; IRA and Foreign Entities of Concern; ESS growth and its impacts; PHEV/BEV ratio in EVs; Raw Material prices.

2024-01-1233 min

Recharge by Battery Materials Review Recharge Dec23 (Lithium, EV Sales, Capacity postponements, Battery prices)In December's Recharge, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss all the month's key developments in batteries and battery materials. This month's key topics include: a recap of this year's lithium call - what went right, what went wrong; discussion on how EV sales are not as bad as many commentators are saying; the impact of EV and cell capacity components on the battery value chain; what does the falling battery price environment mean for the economics of the industry?

2023-12-2235 min

Recharge by Battery Materials Review Recharge Nov23 (Cells industry, Graphite, Nickel ESG, Royalties, Lithium prices, EV slowdown)In November's Recharge, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss all the month's key developments in batteries and battery materials. This month that includes the cell industry, inventories as well as the fungibility of EV and ESS cells; Graphite anodes and risks for the Western World cell industry; Nickel ESG and the risks for the auto industry associated with it; Mining royalties and their likely impact on long-term prices; Lithium prices; and the slowdown in the EV industry and what that can mean for cell investment as well as the impact of soli...

2023-11-2037 min

Recharge by Battery Materials Review Recharge Oct23 (Morocco cell ecosystem, China EVs, Lithium, Cell prices, Capex, EU vs China)In October's Recharge, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss all the month's key developments in batteries and battery materials. This month, that includes the emergence of a Moroccan EV battery ecosystem sponsored by China, recent developments in the Chinese EV market, lithium pricing and the outlook, recap on cell prices, margins and impacts, the EU vs China EV spat and the dangers of underestimation of capex in new project studies.

2023-10-2326 min

Recharge by Battery Materials Review Recharge Sep23 (China EVs, LFP, Lithium prices, Canada/Portugal/Europe)In September's Recharge, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss all the month's key developments in batteries and battery materials. Major issues this month include: Chinese EV sales and the growth of PHEVs, overcapacity in the LFP supply chain, inventories, lithium prices and production, development issues in Canada and Portugal, feedback from our European trip.

2023-09-1836 min

Recharge by Battery Materials Review Recharge Aug23 (OEMs&China, Lithium, Cell Mfg overcapacity, Silicon carbide)In August's Recharge, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss all the month's key developments in batteries and battery materials. Key issues under discussion include: the recent Western OEM investments and JVs with Chinese EV makers, lithium investment trends, Chinese lithium futures and the current trend in prices, cell manufacturing overcapacity in China and its likely effects, and silicon carbide, a key electrification enabler.

2023-08-1837 min

Recharge by Battery Materials Review Recharge Jul23 (China EVs, Tesla, Lithium, LFMP, DLE, supply forecasts)In July's Recharge, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss all the month's key developments in batteries and battery materials. Matt talks about some of his impressions from the Fastmarkets Las Vegas conference and we also discuss China and some important recent launches in the Chinese EV market, Tesla, data points and views on lithium, LFMP and its potential and impact on High Purity Manganese markets, DLE and some tough datapoints around that, and thoughts on supply and supply forecasts.

2023-07-1834 min

Recharge by Battery Materials Review Recharge May23 (Sodium-ion, lithium prices, Chile, Chinese EV exports, ESS potential, US emission targets)In May's Recharge, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss all the month's key developments in batteries and battery materials. Cormac talks about his impressions after the Asia Fastmarkets conference including around the potential for sodium-ion batteries and their supply chain. We also discuss lithium prices, politicial issues in Chile, Chinese EV exports and their impact on the market, the potential of the ESS market and US emissions legislation which has gone widely unnoticed and could have a substantial impact.

2023-05-1533 min

Recharge by Battery Materials Review Recharge Apr23 (Sodium-ion/Lithium prices/LDES/IRA/Short seller reports/M&A/EV price wars)In April's Recharge, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss all the month's key developments in batteries and battery materials. This month, it's Matt who's been to Asia and he gives his feedback on aspects of the industry on which Asian investors are focusing. Plus we talk about the impact of sodium-ion chemistry, what's going on with lithium prices, impact of the IRA, paucity of research in recent short seller reports, M&A in lithium, and the EV price wars.

2023-04-2644 min

Recharge by Battery Materials Review Recharge Mar 23 (China/Sodium-ion/Export ban/Lithium/Europe IRA)In March's Recharge, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss all the month's key developments in batteries and battery materials. First up is feedback from Cormac's trip to China with some discussion on sodium-ion, the potential for a cell manufacturing equipment export ban, the Ford/CATL deal and the CATL lithium rebate. We also discuss the opportunities for Korean cell makers, features of the European IRA after last week's leaks, and the impact of automation on cell manufacturing costs. PS Matt promises he'll get a new microphone in...

2023-03-1335 min

Mining Stock Education Graphite and Lithium Are the Top Two 2023 Battery Metals says Analyst Matt FernleyGraphite and lithium are the top two 2023 battery metals says analyst Matt Fernley. Matt is an analyst and editor of the Battery Material Review newsletter, which focuses on investment within the battery materials portion of the mining sector. In this interview, Fernley provides commentary on a number of topics such as battery chemistry demand, EV range/energy density versus cost, hybrid versus plug-in EVs, EU’s Critical Materials Act, and why he is bullish on graphite and lithium. Battery Materials Review - https://www.batterymaterialsreview.com/ Junior Stock Review Premium - https://www.juniorstockreview.com/premium-subscription/ 0:00 Introduction 2:21 By percentage, what ar...

2023-02-2849 min

Recharge by Battery Materials Review Recharge Jan 23 (China, ESS, EV sales, Chemistries, Tesla, US, Fundraising, Argentina)In January's Recharge, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss all the developments in the batteries and battery materials segments over the past month and year. We talk about the growth in gigafactories in China and the US, Argentina's wish to be included in the IRA, the bounce in global EV sales, the amazing growth in BESS demand, evolving battery chemistries, Tesla's price cuts and market share, and the lithium sector's failure to raise funds.

2023-01-1835 min

Recharge by Battery Materials Review Recharge Dec 22 (Sodium-ion, LFP recycling, EV sales, Graphite, LithiumIn December's Recharge, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss all the developments in the batteries and battery materials segments over the past few weeks. This includes recent developments around sodium-ion cells, the viability or not of recycling of LFP cells, the recent slowdown in EV sales and its implication, the market's failure to understand the potential or graphite, and whether the market is getting it right on lithium?

2022-12-2027 min

Recharge by Battery Materials Review Recharge Nov 22 (China, Tesla/BYD, Cathode clusters, US, ESS, Project delays)In November's Recharge, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss all the developments in the batteries and battery materials segments over the past 5 weeks. This includes what's going on in China, the development of "cathode clusters", cell capacity announcements in the US, Tesla's strategy vs BYD and other OEMs, the emergence of broad political support for ESS and lithium project delays and how that will impact supply/demand balances and pricing forecasts.

2022-11-1530 min

Recharge by Battery Materials Review Recharge Oct22 (Talga Group/Fastmarkets Conf/China/Battery Tech/Lithium/Qualification/Silicon Anode)In October's edition of Recharge, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss all the key newsflow including: feedback from the Fastmarkets European BRM conference, China update, Battery Tech, Lithium pricing & supply. This month we also interview Mark Thompson, MD of Talga Group (ASX:TLG), who talks about some of the issues in the graphite sector, introduces his company's integrated BAM project in Sweden, and gives some excellent insight into the qualification process used for new battery materials projects.

2022-10-171h 02

Recharge by Battery Materials Review Recharge Sep22 (China/Battery formats/EU EV sales slowdown/IRA/Dev’t red tape/Listener Q&A)In September's edition of Recharge, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss all the key recent newsflow in the sector including: Recent China Gigafactory and Tech announcements, Battery format trends, the slowdown in European EV sales and its implications, the French EV leasing plan, the reaction to the Inflation Reduction Act, and how development red tape is impacting the industry. We also answer questions sent in by listeners, including on the following topics: Direct Lithium Extraction Non-lithium technologies for BESS The potential for the China property slowdown to impact EV demand ...

2022-09-1846 min

Recharge by Battery Materials Review Recharge EU Lithium SpecialThe European Chemical Agency has made a proposal to the European Commission to reclassify lithium chemicals as deleterious to human health. In this Recharge Special Edition we talk to three industry experts about why they think that the ECA's proposal is flawed and the damage such a reclassification could do to the nascent European cell manufacturing and EV industry. Featuring Chris Heron, Director of Communications for the European Metals Association, Roland Chavasse, Secretary General of the International Lithium Association, and Muthu Krishna, a battery specialist from Fastmarkets.

2022-08-1828 min

Recharge by Battery Materials Review Recharge Aug22 (LFMP/Ford raw materials/Elon Musk & lithium/Inflation Reduction Act/China ESSIn August's edition of Recharge, co-presenters Matt Fernley and Cormac O'Laoire discuss all the key news from the sector in July, including: what's going on in China particularly around LFMP cells; Ford's raw materials supply chain disclosures; Elon Musk's comments on lithium refining; the US Inflation Reduction Act and whether it's positive for the industry; and trends in China's BESS industry. Next month's edition will include a Q&A. Details on how to submit your question on the podcast. Please submit questions by 31st August. For listeners of the show, Fastmarkets are offering an exclusive 15...

2022-08-1027 min

Recharge by Battery Materials Review Recharge July 2022 (China, VRFBs, India EVs, EU ICE targets, Planning red tape, OEM investments)In July's Recharge, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) give their usual whistle-stop tour of all the news in the world of batteries and battery materials for June. This includes what's going on in China, the impending growth in VRFBs, Indian EV demand and its potential to surprise, the EU's new ICE targets and its mixed messaging on raw materials, the impact of planning red tape on the US and Europe, and the importance of recent investments by OEMs in battery raw material projects. We are grateful to this edition's...

2022-07-1828 min

Recharge by Battery Materials Review Recharge June 22 (EV sales, LFP, BYD, Battery format, BESS, Lithium)In June's Recharge co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) talk about the impact of China's lockdown on EV sales and what the outlook is; highlight developments around the LFP chemistry, particularly with regards to speculation that Ford may start using it; talk about BYD's cell to body technology and contrast that with Tesla; discuss different battery formats, particularly around the renaissance of cylindrical, and growing market share of prismatic cells; talk about the impact of President Biden's tariff strategy on solar+storage demand; and what discussion would be complete without some chat on lithium...

2022-06-1735 min

Recharge by Battery Materials Review Recharge May22 (China lockdowns, LFMP, Tesla/Mining, Financing Gap, LFP, Recycling, Cobalt)In May's Recharge co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) talk about the impact of China's Covid policy on the supply chain, the emerging LFMP battery chemistry, Tesla's strategy on mining and the ongoing funding gap in upstream, advances in the LFP chemistry and implications, recycling particularly with regards to LFP, and cobalt, the forgotten battery material. We are grateful to this edition's sponsor, Renforth Resources (CSE:RFR), which is developing the Victoria West polymetallic project in Canada.

2022-05-1330 min

Recharge by Battery Materials Review Recharge Apr22 (Nickel, Lithium prices, Canadian battery ecosystem, EV supply chain, Gigafactories)In April's Recharge presenter Matt Fernley and guest presenter Rodney Hooper (RK Equity) drill down into some of the key themes in Battery Raw Materials, discussing the outlook for nickel, how realistic lithium price forecasts are, the emergence and importance of the Canadian battery ecosystem, the impact of high raw material prices on profitability, and a record month for Gigafactory announcements. We are grateful to this edition's sponsor, Renforth Resources (CSE:RFR), which is developing the Victoria West polymetallic project in Canada.

2022-04-1240 min

Recharge by Battery Materials Review Recharge March 2022 (Nickel squeeze, China, RM sourcing, ResNat, Northern Graphite)In March's Recharge co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss the squeeze in nickel, the growth in resource nationalism, concerns about the EU RMs sourcing policy, the rise of small EVs and talk about February's developments in China. This month's interview is with Greg Bowes, CEO of Northern Graphite (TSXV:NGC) who talks about the graphite sector in general and his company's transformative acquisition which should catapult it into the top tier of global graphite stocks. We are grateful to this edition's sponsor, Renforth Resources (CSE:RFR), which is developing...

2022-03-1543 min

Recharge by Battery Materials Review Recharge Feb 2022 (Nickel, Lithium, LGES, Solid State, China, Altilium Group)In February's edition of Recharge, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) round up all of January's news, discussing the nickel squeeze, the difficulties of adding capacity in lithium, the LG Energy Solutions IPO, Solid state batteries, and the latest Gigafactory announcements. This month's interview is with Chris Gower, Chief Executive of Altilium Group. In a wide-reaching discussion Chris talks about the difference between his company's nickel production tech and other solutions such as HPAL and NPI/Matte, as well as some of the issues impacting the development of Indonesian nickel production.

2022-02-1442 min

Recharge by Battery Materials Review Recharge Jan22 (China batteries/LFP/EVs/Material prices/Chemistries)For the first Recharge of the New Year, presenters Matt Fernley and Cormac O'Laoire review the numerous exciting developments of 2021 and talk about what to expect for 2022 in the world of raw materials, batteries and Electric Vehicles.

2022-01-1735 min

Recharge by Battery Materials Review Recharge Dec21 (COP26/China/Battery prices/Cathode Mats/Graphite/EVs/Pilbara Minerals)In December's Recharge Matt Fernley and Cormac O'Laoire round up all November's news, including EV sales and production, the BNEF battery survey and outlook for battery prices, Umicore's and Johnson Matthey's travails in cathode materials and the outlook for graphite. This month's interview is with Ken Brinsden, MD of ASX-listed lithium producer Pilbara Minerals. In a far-reaching interview Ken discusses the state of lithium inventories, the move towards spot pricing and his company's impact on that, the benefits of going downstream and Pilbara's plans for expansion.

2021-12-141h 06

Recharge by Battery Materials Review Recharge Nov21 (China/Tesla/Lithium/Pack costs/Savannah Resources)November's edition of Recharge has the usual discussion of all the month's news by Matt Fernley and Cormac O'Laoire. This month we focus on pack and cell costs, the length of the supply chain, battery trends in China and a comparison of the ESG implications of different nickel offtake announcements. This month's interview is with David Archer, CEO of AIM-listed Savannah Resources (AIM:SAV) who talks about the Mina do Barroso project in Portugal and its potential as a strategic lithium asset in Europe.

2021-11-0946 min

Recharge by Battery Materials Review Recharge Oct21 (China update/Nio/Battery Mfg/Fluence/Battery Prices/RM shortage)October's Recharge has the usual news recap from Matt Fernley and Cormac O'Laoire, this month discussing how China's power shortages could upset the battery supply chain; the importance of Nio's new hybrid LFP/NMC battery; the Fluence IPO; the GM/LG recall and how battery manufacturing could be related; as well as the raw material shortage and it's likely impact on battery prices.

2021-10-1831 min

Recharge by Battery Materials Review Recharge Sep 21 (China/Chip shortage/EV ownership models/Lithium S&D)September's edition of Recharge contains the usual news recap from Matt Fernley and Cormac O'Laoire, this month discussing EV and battery developments in China, the impact of the chip shortage on Q4 EV sales, ownership models of the future for EVs and the supply and demand of lithium and its impact on pricing.

2021-09-1738 min

Recharge by Battery Materials Review Recharge Aug 21 (Lithium prices, M&A, China, Sodium-ion, OEMs, Canada Nickel)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 the Crawford project PEA, M&A in the nickel industry and the potential for zero carbon nickel. We are grateful to this episode's sponsor, ICC Sino, an essential...

2021-08-0948 min

Recharge by Battery Materials Review Recharge June 21 (Lithium, Ford, M&A, Resource nationalism, Altech Chems)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 growth in lithium-ion batteries HPA (High Purity Alumina) is rapidly becoming essential for use in the development of high density lithium-ion batteries and Iggy introduces the industry and his company's...

2021-06-1550 min

Recharge by Battery Materials Review Recharge May 21 (China, LFP, cathodes, SpodCon, McKinsey)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-down report on a number of batteries recently released by his team and gives some insight about their thoughts on future strategy in batteries and battery raw materials. Enjoy our podcasts? Check out ou...

2021-05-2052 min

Recharge by Battery Materials Review Recharge April 21 (China, VW Power Day, LFP, EV sales, Rodney Hooper)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.

2021-04-201h 02

Recharge by Battery Materials Review Recharge - Mar 2021 (China, Nickel, LGC/SKI, Medallion Resources)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 month's interview is with Mark Saxon, CEO of Medallion Resources (TSXV:MDL) who talks about supply and demand for critical rare earths as well as his company's revolutionary technology for extracting rare earths from mineral sands. Enjoy...

2021-03-161h 02

Recharge by Battery Materials Review Recharge - Feb 2021(China, REE, GM, Pallinghurst Group)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, Partner and Managing Director of The Pallinghurst Group [30.22], who discusses his company's strategy as a key investor in Battery Materials, both in terms of what they're looking for in a new investment and what attracted them to...

2021-02-1551 min

Recharge by Battery Materials Review Recharge - January 2021It'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 interview is with Stephen Biggins, MD of Core Lithium (ASX:CXO) [30:32] who gives some interesting detail on his company's Finniss project, which is shaping up to be the next cab off the rank...

2021-01-1447 min

Recharge by Battery Materials Review Recharge - November 2020November 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 also include our usual recap of all the key news flow in global batteries and raw materials markets, as well as analysis of key developments. Our interview this month is with Ying Lu, a senior...

2020-11-1338 min

Recharge by Battery Materials Review Recharge - October 2020October 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 recap of all the key news flow in global batteries and raw materials markets, as well as analysis of key developments. Our interview this month is with Marco Romero, CEO of Euro Manganese (TSXV...

2020-10-1327 min

Recharge by Battery Materials Review Recharge - September 2020In 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 developments. Our interview this month is with Matt Harper of AIM-listed Invinity Energy Systems (AIM:IES), a vanadium redox flow battery (VRFB) producer. We...

2020-09-1432 min

Recharge by Battery Materials Review Recharge - July 2020In 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 to be invested in the battery raw materials sector. We also have the usual recap of upstream and downstream news, exploration, financing, trade and equity market analysis.

2020-07-1423 min

Recharge by Battery Materials Review Recharge - June 2020Welcome 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 substantial knock-on impacts on battery demand and hence raw materials demand for batteries. Given that inventories of many products are low, any increase in shipments has the potential to clear them o...

2020-06-1508 min

Recharge by Battery Materials Review Recharge - May 2020Welcome 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 exclusive or as complementary technologies. Our interview this month is with with Jean-Louis Le Mée, CIO of Westbeck Capital's Energy Opportunities Fund and co-CIO of...

2020-05-1333 min

Recharge by Battery Materials Review Recharge - April 2020Welcome 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 what battery materials stocks are best to invest in for a recovery Our interview this month is with Ken Brinsden, Managing Director of ASX-listed...

2020-04-1631 min

Recharge by Battery Materials Review Recharge - March 2020Welcome 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 have two interviews on the Recycling theme: Circular Energy Storage [07:16]: Director Hans Eric Melin shares his thoughts on the efficacy...

2020-03-1156 min

Recharge by Battery Materials Review Recharge - February 2020Welcome 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 understating the impact that the virus is having on the battery industry in China, given that China is 90-100% of processing capacity in a number of segments. We see potential for significant supply chain disruption which...

2020-02-1405 min

Recharge by Battery Materials Review Recharge - December 2019In 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 with Justin Brown, MD of ASX-listed Element 25 Ltd (ASX:E25) [5:55] which is developing the Butcherbird Manganese project in Western Australia. We discuss the key project development milestones as...

2019-12-1317 min

Recharge by Battery Materials Review Recharge - November 2019In 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 companies with interesting nickel sulphide development projects that would be classified as Class 1 nickel, thus suitable for battery use: Amur Minerals (AIM:AMC) [07:21]: Robin Young, CEO, discusses...

2019-11-1339 min

Recharge by Battery Materials Review Recharge - October 2019For 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 for in a Rare Earth project, and then discusses our analysis of a slate of over 30 Rare Earth projects globally to highlight which are the...

2019-10-1149 min

Recharge by Battery Materials Review Recharge - September 2019For 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 battery chemistry or if other battery chemistries might be preferable? We also discuss the demise of Alita Resources, the first major loss of the lithium downturn. Will it be the...

2019-09-1647 min

Recharge by Battery Materials Review Recharge - August 2019Welcome 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 also got a round-up of all the month’s news in both upstream and downstream and briefly discuss this month’s focus article. August’s focus piece discusses our view that EVs are...

2019-08-0952 min

Recharge by Battery Materials Review Recharge - July 2019Welcome 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, if the situation in lithium is worse than we thought? Our final Focus recounts the keynote address by Vivas Kumar at the Benchmark Minerals World Tour event on qualification, and we highlight why this is...

2019-07-1011 min

Recharge by Battery Materials Review Recharge - June 2019Welcome 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 also include a recap of all the key sector and company newsflow and analysis on how the exploration and development reports compare with the peer group. Then we're into...

2019-06-1246 min

Recharge by Battery Materials Review Recharge - May 2019For 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 adoption. We also have interviews with: Roskill - Graphite (11:39): Suzanne Shaw, who has been a graphite analyst for over 10 years, discusses her outlook for the graphite industry in both the near and...

2019-05-1043 min

Recharge by Battery Materials Review Recharge - April 2019In 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: Kibaran Resources (ASX:KNL): MD Andrew Spinks and Director Christoph Frey discuss the exciting potential of both Kibaran's up- and downstream projects and how being integrated...

2019-04-1242 min

Recharge by Battery Materials Review Recharge - March 2019In March 2019's edition of Recharge, the podcast of Battery Materials Review, we recap all the key news in the Battery Materials industry in February, as well as focusing on why we believe that graphite might just be the most exciting battery material. We also have interviews with the following: Savannah Resources (AIM:SAV): CEO David Archer talks to us about his company's exciting hard rock lithium project in Portugal and the outlook for the European batteries industry. Eagle Graphite (TSXV:EGA): President James Deith talks about their Black Crystal project and about...

2019-03-0832 min

Recharge by Battery Materials Review Recharge - February 2019In the February 2019 Recharge, the podcast of Battery Materials Review, we recap all the key news in the Battery Materials industry in January, as well as focusing on how lithium producers may be shooting themselves in the foot by under-reporting operating costs in their feasibility studies.

2019-02-2013 min