In March’s Recharge, presenters Matt Fernley ( RK Equity /Battery Materials Review) and Cormac O’Laoire ( Electrios Energy ) discuss key developments along the battery supply chain, including: Battery Show Asia feedback including dancing robots, new uses, chemistries, hybrid pack strategies and sodium-ion Anode material dynamics, including cost pressure on synthetic graphite, the emergence of silicon-carbon and natural graphite upside China EV demand weakness and its causes, but also thoughts on...
Mar 23, 2026•47 min•Ep. 78
In this month’s Recharge, presenters Matt Fernley ( RK Equity /Battery Materials Review) and Cormac O’Laoire ( Electrios Energy ) discuss key developments along the battery supply chain, including: Slowing China EV sales, changes in the PHEV/BEV ratio and the possibility of further stimulus. How and whay Europe surprised last year in EV sales and what that could mean for this year. Can ROW demand offset slowing US sales? What's happening in ESS, why the development of sodium-ion may not be an is...
Feb 12, 2026•47 min•Ep. 77
In January 2026’s Recharge podcast, co-presenters Matt ( RK Equity / Battery Materials Review) and Cormac O’Laoire ( Electrios Energy ) discuss key battery-market dynamics heading into 2026, including: China’s shift toward PHEVs/EREVs, larger packs, and intensifying model-level competition Slowing China EV sales growth and the implications of subsidy roll-offs for 2026 demand Diverging regional outcomes in 2025: US EV slowdown versus stronger-than-expected Europe growth China’s export rebate cha...
Jan 13, 2026•49 min•Ep. 76
In December 2025’s Recharge podcast, co-presenters Matt Fernley ( Battery Materials Review ) and Cormac O’Laoire ( Electrios Energy ) review the key developments shaping the battery materials and energy storage sectors as the industry heads into 2026, including: Why lithium demand forecasts may be overstated, including assumptions around lithium intensity per kWh and EV battery pack sizes EV battery size trends, affordability, and the divergence between Europe and China, including the role of SU...
Dec 18, 2025•43 min•Ep. 75
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 ...
Oct 22, 2025•38 min•Ep. 74
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 pric...
Aug 18, 2025•49 min•Ep. 73
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 hi...
Jun 20, 2025•36 min•Ep. 72
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 projec...
Apr 22, 2025•43 min•Ep. 71
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 s...
Mar 18, 2025•42 min•Ep. 70
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...
Feb 18, 2025•29 min•Ep. 69
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, ...
Jan 21, 2025•45 min•Ep. 68
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...
Nov 19, 2024•34 min•Ep. 67
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 ...
Oct 21, 2024•38 min•Ep. 66
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.
Oct 15, 2024•39 min•Ep. 65
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 t...
Sep 17, 2024•39 min•Ep. 64
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...
Aug 15, 2024•27 min•Ep. 63
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 indu...
Jul 22, 2024•29 min•Ep. 62
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 emerg...
Jun 18, 2024•38 min•Ep. 61
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...
May 22, 2024•29 min•Ep. 60
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 d...
Apr 25, 2024•29 min•Ep. 59
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...
Mar 22, 2024•28 min•Ep. 58
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.batterymaterialsrev...
Feb 19, 2024•36 min•Ep. 57
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....
Jan 12, 2024•34 min•Ep. 56
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...
Dec 22, 2023•35 min•Ep. 55
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; Lithi...
Nov 20, 2023•38 min•Ep. 54
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 st...
Oct 23, 2023•27 min•Ep. 53
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....
Sep 18, 2023•37 min•Ep. 52
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...
Aug 18, 2023•37 min•Ep. 51
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 datapoi...
Jul 18, 2023•35 min•Ep. 50
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 emi...
May 15, 2023•33 min•Ep. 49
