All the news from the world of battery materials. In one place. Monthly.

Recharge by Battery Materials Review
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Podcast Overview
All the news from the world of battery materials. In one place. Monthly.
Language
🇺🇲
Publishing Since
2/20/2019
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Recent Episodes

March 23, 2026
Recharge Mar24 (Batteries & costs, Anode Mats, China EVs, Nickel Supply)
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

February 12, 2026
Recharge Feb26 (EVs, ESS, China, Lithium)
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 offset slowing US sales? What's happening in ESS, why the development of sodium-ion may not be an issue for lithium-ion and how higher lithium prices could impact. Why lithium price volatility ≠ broken fundamentals. Discussing inventory levels and demand.

January 13, 2026
Recharge Jan26 (2025 review and outlook thoughts)
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 outcomes in 2025: US EV slowdown versus stronger-than-expected Europe growth China’s export rebate changes for batteries and the impact on Tier 2 producers and ESS supply availability Rising battery raw material inputs and where cell pricing could tighten, especially for higher-duration ESS
77 total episodes available
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- What is Recharge by Battery Materials Review?
- How often does this podcast release new episodes?
This podcast updates bi-weekly.
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This podcast is available on 9 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
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Yes, this podcast regularly features guests.
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