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 ...
Apr 26, 2023•44 min•Ep. 48
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...
Mar 13, 2023•36 min•Ep. 47
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...
Jan 18, 2023•35 min•Ep. 46
In 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?...
Dec 20, 2022•27 min•Ep. 45
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 balan...
Nov 15, 2022•31 min•Ep. 44
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 ...
Oct 17, 2022•1 hr 2 min•Ep. 43
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, i...
Sep 18, 2022•46 min•Ep. 42
The 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 I...
Aug 18, 2022•28 min•Ep. 41
In 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. ...
Aug 10, 2022•27 min•Ep. 40
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 inve...
Jul 18, 2022•29 min•Ep. 39
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...
Jun 17, 2022•35 min•Ep. 38
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), whic...
May 13, 2022•30 min•Ep. 37
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 th...
Apr 12, 2022•41 min•Ep. 36
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 t...
Mar 15, 2022•44 min•Ep. 35
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 ni...
Feb 14, 2022•43 min•Ep. 34
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.
Jan 17, 2022•35 min•Ep. 33
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...
Dec 14, 2021•1 hr 7 min•Ep. 32
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 E...
Nov 09, 2021•47 min•Ep. 31
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.
Oct 18, 2021•31 min•Ep. 30
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.
Sep 17, 2021•38 min•Ep. 29
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 nicke...
Aug 09, 2021•48 min•Ep. 28
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 th...
Jun 15, 2021•50 min•Ep. 27
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 the...
May 20, 2021•53 min•Ep. 26
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.
Apr 20, 2021•1 hr 3 min•Ep. 25
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...
Mar 16, 2021•1 hr 2 min•Ep. 24
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...
Feb 15, 2021•52 min•Ep. 23
It'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 de...
Jan 14, 2021•48 min•Ep. 22
November 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, a...
Nov 13, 2020•38 min•Ep. 21
October 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 ke...
Oct 13, 2020•27 min•Ep. 20
In 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:I...
Sep 14, 2020•33 min•Ep. 19
