In 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 dow...
Jul 14, 2020•23 min•Ep. 18
Welcome 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 ...
Jun 15, 2020•8 min•Ep. 17
Welcome 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...
May 13, 2020•34 min•Ep. 16
Welcome 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 ...
Apr 16, 2020•32 min•Ep. 15
Welcome 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 Mel...
Mar 11, 2020•57 min•Ep. 14
Welcome 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 Chin...
Feb 14, 2020•6 min•Ep. 13
In 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 Butcherb...
Dec 13, 2019•17 min•Ep. 12
In 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 ni...
Nov 13, 2019•40 min•Ep. 11
For 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 project...
Oct 11, 2019•50 min•Ep. 10
For 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 Ali...
Sep 16, 2019•48 min•Ep. 9
Welcome 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 th...
Aug 09, 2019•52 min•Ep. 8
Welcome 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 b...
Jul 10, 2019•12 min•Ep. 7
Welcome 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 exploratio...
Jun 12, 2019•47 min•Ep. 6
For 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 gr...
May 10, 2019•43 min•Ep. 5
In 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 potent...
Apr 12, 2019•42 min•Ep. 4
In 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...
Mar 08, 2019•32 min•Ep. 3
In 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.
Feb 20, 2019•13 min•Ep. 2
