Recharge Feb24 (Incentive prices, EVs, Overinvestment, Two-tier pricing, Graphite)
Update: 2024-02-19
Description
In February'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:
- Incentive prices - ex-China and within China;
- EV sales and the growing importance of RoW;
- BMR Yearbook and what to expect;
- Earnings stress;
- Overinvestment...or not?
- Two-tier pricing;
- Lepidolite and lithium pricing outlook;
- Graphite and China
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