Recharge By Battery Materials Review

In June's Recharge co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) talk about the impact of China's lockdown on EV sales and what the outlook is; highlight developments around the LFP chemistry, particularly with regards to speculation that Ford may start using it; talk about BYD's cell to body technology and contrast that with Tesla; discuss different battery formats, particularly around the renaissance of cylindrical, and growing market share of prismatic cells; talk about the impact of President Biden's tariff strategy on solar+storage demand; and what discussion would be complete without some chat on lithium and lithium prices?!

In May's Recharge co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) talk about the impact of China's Covid policy on the supply chain, the emerging LFMP battery chemistry, Tesla's strategy on mining and the ongoing funding gap in upstream, advances in the LFP chemistry and implications, recycling particularly with regards to LFP, and cobalt, the forgotten battery material. We are grateful to this edition's sponsor, Renforth Resources (CSE:RFR), which is developing the Victoria West polymetallic project in Canada.

In April's Recharge presenter Matt Fernley and guest presenter Rodney Hooper (RK Equity) drill down into some of the key themes in Battery Raw Materials, discussing the outlook for nickel, how realistic lithium price forecasts are, the emergence and importance of the Canadian battery ecosystem, the impact of high raw material prices on profitability, and a record month for Gigafactory announcements. We are grateful to this edition's sponsor, Renforth Resources (CSE:RFR), which is developing the Victoria West polymetallic project in Canada.

In March's Recharge co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss the squeeze in nickel, the growth in resource nationalism, concerns about the EU RMs sourcing policy, the rise of small EVs and talk about February's developments in China. This month's interview is with Greg Bowes, CEO of Northern Graphite (TSXV:NGC) who talks about the graphite sector in general and his company's transformative acquisition which should catapult it into the top tier of global graphite stocks. We are grateful to this edition's sponsor, Renforth Resources (CSE:RFR), which is developing the Victoria West nickel polymetallic project in Canada.

In February's edition of Recharge, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) round up all of January's news, discussing the nickel squeeze, the difficulties of adding capacity in lithium, the LG Energy Solutions IPO, Solid state batteries, and the latest Gigafactory announcements. This month's interview is with Chris Gower, Chief Executive of Altilium Group. In a wide-reaching discussion Chris talks about the difference between his company's nickel production tech and other solutions such as HPAL and NPI/Matte, as well as some of the issues impacting the development of Indonesian nickel production.

For the first Recharge of the New Year, presenters Matt Fernley and Cormac O'Laoire review the numerous exciting developments of 2021 and talk about what to expect for 2022 in the world of raw materials, batteries and Electric Vehicles.

In December's Recharge Matt Fernley and Cormac O'Laoire round up all November's news, including EV sales and production, the BNEF battery survey and outlook for battery prices, Umicore's and Johnson Matthey's travails in cathode materials and the outlook for graphite. This month's interview is with Ken Brinsden, MD of ASX-listed lithium producer Pilbara Minerals. In a far-reaching interview Ken discusses the state of lithium inventories, the move towards spot pricing and his company's impact on that, the benefits of going downstream and Pilbara's plans for expansion.

November's edition of Recharge has the usual discussion of all the month's news by Matt Fernley and Cormac O'Laoire. This month we focus on pack and cell costs, the length of the supply chain, battery trends in China and a comparison of the ESG implications of different nickel offtake announcements. This month's interview is with David Archer, CEO of AIM-listed Savannah Resources (AIM:SAV) who talks about the Mina do Barroso project in Portugal and its potential as a strategic lithium asset in Europe.

October's Recharge has the usual news recap from Matt Fernley and Cormac O'Laoire, this month discussing how China's power shortages could upset the battery supply chain; the importance of Nio's new hybrid LFP/NMC battery; the Fluence IPO; the GM/LG recall and how battery manufacturing could be related; as well as the raw material shortage and it's likely impact on battery prices.

September's edition of Recharge contains the usual news recap from Matt Fernley and Cormac O'Laoire, this month discussing EV and battery developments in China, the impact of the chip shortage on Q4 EV sales, ownership models of the future for EVs and the supply and demand of lithium and its impact on pricing.

August's edition of Recharge contains the usual news recap from Matt Fernley and Cormac O'Laoire, focusing on CATL's new sodium-ion battery, the run up in lithium prices and their impact on the battery industry, the emergence of M&A in battery raw materials and its implications and a recap on China. This month's interview is with Mark Selby, CEO of TSXV-listed Canada Nickel (TSXV:CNC). We discuss the Crawford project PEA, M&A in the nickel industry and the potential for zero carbon nickel. We are grateful to this episode's sponsor, ICC Sino, an essential source of lithium battery market research.

In June's edition of Recharge there's the usual update on all the previous month's news from Matt Fernley and Cormac O'Laoire, which includes discussion on the lithium market, an update on Ford's EV and battery strategy as well as thoughts on M&A and resource nationalism in the sector. This month's interview is with Iggy Tan, MD of ASX-listed Altech Chemicals (ASX:ATC). We discuss HPA demand growth in lithium-ion batteries HPA (High Purity Alumina) is rapidly becoming essential for use in the development of high density lithium-ion batteries and Iggy introduces the industry and his company's development plans. We are grateful to this episode's sponsor, ICC Sino, an essential source of lithium battery market research.

In May's edition of Recharge there's the usual update on all the previous month's news from Matt Fernley and Cormac O'Laoire, which includes an update on China, discussions on LFP vs Ternary batteries, cathode capacity additions and Hard Rock prices and outlook. This month's interview is with Ken Hoffman from McKinsey's Basic Materials Institute, who talks in more detail about the fascinating tear-down report  on a number of batteries recently released by his team and gives some insight about their thoughts on future strategy in batteries and battery raw materials.  Enjoy our podcasts? Check out our free Investor's Guide to Battery Materials series.

In this month's Recharge, co-hosts Matt Fernley from Battery Materials Review and Cormac O'Laoire discuss all the news in the world of EVs, batteries and battery materials over the past month. This month's interview is with Rodney Hooper from RK equity, a long-time expert on lithium and co-host of the Lithium-ion Rocks podcast and the Rock Stock channel.

March's edition of Recharge, co-hosted by Matt Fernley from Battery Materials Review with Cormac O'Laoire from Electrios Energy, discusses all the key newsflow from February, including an update on developments in China, the uptick in materials capital raisings, the Tsingshan nickel developments, the situation between SK Innovation and LG Chemical in the US, and cathode capacity additions. This month's interview is with Mark Saxon, CEO of Medallion Resources (TSXV:MDL) who talks about supply and demand for critical rare earths as well as his company's revolutionary technology for extracting rare earths from mineral sands. Enjoy our podcasts? Why not check out our Investor's Guide to Battery Materials series?

February's edition of Recharge, co-hosted by Matt Fernley from Battery Materials Review with Cormac O'Laoire from Electrios Energy, discusses all the key newsflow from January, including China's REE exports hitting a 5-year low, China EV and battery developments (CATL, BYD, NIO), the uptick in equity raisings in battery materials and the GM rebrand. This month's interview is with Chris Shepherd, Partner and Managing Director of The Pallinghurst Group [30.22], who discusses his company's strategy as a key investor in Battery Materials, both in terms of what they're looking for in a new investment and what attracted them to their existing investments in Nouveau Monde Graphite (TSXV:NOU) and Nemaska Lithium. Enjoy our podcasts? Why not check out our Investor's Guide to Battery Materials series?

It's a New Year and a new format for Recharge in our January 2021 edition. I'm very happy to welcome guest host Cormac O'Laoire, MD of Electrios Energy. Cormac has over 10 years of experience in the battery industry and has been specialising in the Chinese battery industry for the last 7 years. He brings some fascinating perspectives to our discussion of December's key developments. This month's interview is with Stephen Biggins, MD of Core Lithium (ASX:CXO) [30:32] who gives some interesting detail on his company's Finniss project, which is shaping up to be the next cab off the rank in Australia's hard rock lithium sector.

November 2020's edition of Recharge by Battery Materials Review discusses how localisation of supply chains can increase the sustainability of battery production. We highlight the key projects which could make up future localised supply chains for both Europe and North America, and also discuss some of the key factors in battery materials production which can impact greenhouse gas emissions. We also include our usual recap of all the key news flow in global batteries and raw materials markets, as well as analysis of key developments. Our interview this month is with Ying Lu, a senior analyst at Roskill who specialises in nickel and nickel sulphate for the battery industry. She provides some fascinating insights into the emerging supply/demand gap in battery grade nickel sulphate and the various attempts to fill it.

October 2020's edition of Recharge by Battery Materials Review discusses our lead article's view that under-investment in battery raw materials is now the biggest danger to the electric vehicle event. Shortage of raw materials is likely to lead to higher material prices and higher material prices to higher battery prices, which could make electric vehicles uneconomic. We also include our usual recap of all the key news flow in global batteries and raw materials markets, as well as analysis of key developments. Our interview this month is with Marco Romero, CEO of Euro Manganese (TSXV/ASX:EMN). High purity manganese came out as one of the big winners of the Tesla Battery Day and Marco highlights why the industry is so misunderstood and why he believes his company's project is so important.

In September 2020's edition of Recharge by Battery Materials Review, the Focus article is on the subject of incentive prices in lithium and nickel and we discuss the level that prices need to reach before it will be economic for producers to invest in new capacity. We also include our usual recap of all the key news flow in global batteries and raw materials markets, as well as analysis of key developments. Our interview this month is with Matt Harper of AIM-listed Invinity Energy Systems (AIM:IES), a vanadium redox flow battery (VRFB) producer. We discuss some of the key challenges and opportunities in the VRFB market and talk in detail about the outlook for Invinity.