Recharge Feb25 (Tariffs, Korean cellmakers, China, Trump 2.0, BESS)

Update: 2025-02-18

Description

For our February 2025 Recharge podcast, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss some of the key talking point in the industry, including:

The likely effect of tariffs on all parts of the cell supply chain

Korean cathode and cell maker results and current positioning

China's current trade issues with Europe, US and what that might mean

Trump 2.0 and what that means for the US investment environment

BESS - the evolution of technology and the world's biggest?

EV technology developments

Comments

In Channel

Recharge Oct25 (LME Week, lithium debate, China controls, NMC vs LFP, sodium-ion, ESS boom)

2025-10-2237:50

Recharge Aug 25 (Lithium, China, US, MP/DoD, EVs)

2025-08-1849:01

Recharge June 25 (IRA repeal, US planning, High Manganese, Lithium, BESS)

2025-06-2035:30

Recharge April 25 (Tariffs, RMs, Korea, ESS, battery swapping)

2025-04-2242:30

Recharge Mar25 (EVs, Battery delays, tariffs, BESS, cobalt)

2025-03-1842:01

Recharge Feb25 (Tariffs, Korean cellmakers, China, Trump 2.0, BESS)

2025-02-1828:37

Recharge Jan25 (MENA, Outlook, Battery prices, EVs, lithium, Geopolitics)

2025-01-2144:52

Recharge Nov24 (US elections, China EVs, Q3 results, China trip, battery industry)

2024-11-1933:50

Recharge Oct24 (China stimulus, ESS, AAM, EU strategy, EREVs, Lithium)

2024-10-2137:34

RECHARGE Industry (1): Epsilon Advanced Materials

2024-10-1539:11

Recharge Sep24 (China records, autos strategy, Lithium, small battery startups)

2024-09-1739:14

Recharge Aug24 (Maturing China, Project delays, BESS, EV/ICE parity)

2024-08-1527:21

Recharge July 2024 (Fastmarkets feedback, DLE progress, battery industry, EV subsidies)

2024-07-2228:59

Recharge June 2024 (Section 301, EU EV tariffs, HP Manganese, BYD, lithium, EV sales)

2024-06-1837:38

Recharge May 2024 (Beijing auto show, CATL & ESS advances, Canada value chain, China scrappage scheme)

2024-05-2228:50

Recharge April 2024 (China batteries; lithium pricing; EV sales; ESS)

2024-04-2528:43

Recharge Mar24 (EVs, solid state, lithium, nickel, IBS, ESG)

2024-03-2228:25

Recharge Feb24 (Incentive prices, EVs, Overinvestment, Two-tier pricing, Graphite)

2024-02-1935:45

Recharge Jan24 (Graphite & China, IRA & FEoC, ESS growth, PHEV/BEV prices)

2024-01-1233:35

Recharge Dec23 (Lithium, EV Sales, Capacity postponements, Battery prices)

2023-12-2235:06

00:00

Recharge Feb25 (Tariffs, Korean cellmakers, China, Trump 2.0, BESS)

#box-pro-ellipsis-176148808246018{-webkit-line-clamp:2;}Recharge Feb25 (Tariffs, Korean cellmakers, China, Trump 2.0, BESS)

Recharge Feb25 (Tariffs, Korean cellmakers, China, Trump 2.0, BESS)

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Recharge Feb25 (Tariffs, Korean cellmakers, China, Trump 2.0, BESS)