Recharge Oct24 (China stimulus, ESS, AAM, EU strategy, EREVs, Lithium)
Oct 21, 2024•38 min•Ep. 66
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Episode description
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 value chain
- The risks to the growth of LFP in the Western World
- EREVs as a core technology for the EV industry
- Thoughts on the lithium market
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