Recharge April 25 (Tariffs, RMs, Korea, ESS, battery swapping)
Update: 2025-04-22
Description
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 end?
- The US Executive Order on Raw Materials - is it enough?
- The EU's strategic raw materials projects - does the EU "get it"?
- Cormac's postcard from Korea
- BYD and 1MW charging - how viable is it outside China?
- Mass market EV demand in Europe
- Changes to China's ESS mandate and its likely impact
- Will battery swapping go the way of the dinosaur in the passenger vehicle market?
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