All the news from the world of battery materials. In one place. Monthly.
Subscribe:.rss.atom.json.md.m3u.pls
Live Last read · last published · next check
Saves to your Listen queue, to pick up on another day or another device.
In March’s Recharge, presenters Matt Fernley ( RK Equity /Battery Materials Review) and Cormac O’Laoire ( Electrios Energy ) discuss key developments along the battery supply chain, including: Battery Show Asia feedback including dancing robots, new uses, chemistries, hybrid pack strategies and sodium-ion Anode material dynamics, including cost pressure on synthetic graphite, the emergence of…
In this month’s Recharge, presenters Matt Fernley ( RK Equity /Battery Materials Review) and Cormac O’Laoire ( Electrios Energy ) discuss key developments along the battery supply chain, including: Slowing China EV sales, changes in the PHEV/BEV ratio and the possibility of further stimulus. How and whay Europe surprised last year in EV sales and what that could mean for this year. Can ROW demand…
In January 2026’s Recharge podcast, co-presenters Matt ( RK Equity / Battery Materials Review) and Cormac O’Laoire ( Electrios Energy ) discuss key battery-market dynamics heading into 2026, including: China’s shift toward PHEVs/EREVs, larger packs, and intensifying model-level competition Slowing China EV sales growth and the implications of subsidy roll-offs for 2026 demand Diverging regional…
In December 2025’s Recharge podcast, co-presenters Matt Fernley ( Battery Materials Review ) and Cormac O’Laoire ( Electrios Energy ) review the key developments shaping the battery materials and energy storage sectors as the industry heads into 2026, including: Why lithium demand forecasts may be overstated, including assumptions around lithium intensity per kWh and EV battery pack sizes EV…
In October 2025’s Recharge podcast, co-presenters Matt Fernley ( Battery Materials Review ) and Cormac O’Laoire ( Electrios Energy ) unpack takeaways from LME Week and what they mean for the battery value chain, including: The split views on lithium—bulls vs bears—and why inventories over the next 2–3 months will be decisive EV demand dynamics: China’s scrappage scheme effects, BEV vs PHEV trends,…
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…
In June 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: The current state of US/China trade war, the impact of the IRA repeal on the sector and the uncertain investment environment Changes to the US raw material planning structure - is it…
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…
In our March 2025 Recharge podcast, co-presenters Matt Fernley ( Battery Materials Review ) and Cormac O'Laoire ( Electrios Energy ) discuss some of the month's key talking point in the battery industry, including: EV sales - moving parts, drivers, future trends, the growth of EREVs, BYD vs Tesla Battery project delays and cancellations in the US and Europe and where that leaves the industry. What…
For our February 2025 Recharge podcast, co-presenters Matt Fernley ( Battery Materials Review ) and Cormac O'Laoire ( Electrios Energy ) discuss some of the key talking point in the industry, including: The likely effect of tariffs on all parts of the cell supply chain Korean cathode and cell maker results and current positioning China's current trade issues with Europe, US and what that might…
