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 China?
• Mass market EV demand in Europe
• Changes to China's ESS mandate and its likely impact
• Will battery swapping go the way of the dinosaur in the passenger vehicle market?