Recharge Aug 25 (Lithium, China, US, MP/DoD, EVs)
Aug 18, 2025•49 min•Ep. 73
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Episode description
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
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