Recharge By Battery Materials Review

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 silicon-carbon and natural graphite upside China EV demand weakness and its causes, but also thoughts on the future Impact on the battery chain from Middle East supply issues Nickel supply issues around HPAL, quotas and environmental risks Potential for rising battery costs and what impact that may have VRFB competitiveness versus lithium-ion, with LCOS and duration economics in focus