Recharge April 2024 (China batteries; lithium pricing; EV sales; ESS)
Update: 2024-04-25
Description
In April's Recharge, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss all the key news items in the world of batteries and battery materials.
This month's key topics include:
- Some feedback from Cormac's recent travels in Asia particularly around the Chinese battery industry;
- Thoughts on lithium pricing and discussion on Chinese lepidolite;
- EV sales recap and thoughts, particularly with regards to the EU's tariff review;
- Discussion on ESS demand, form factors and inventories;
- Some thoughts on the outlook for lower tier cell producers.
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