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

Update: 2025-01-21

Description

Welcome to 2025 for all our listeners! In this month's Recharge podcast, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) kick off the year by discussing:

- The emergence of MENA into the battery value chain

- 2024 review and 2025 outlook

- Battery pricing trends

- The emergence of a two-tier Energy Transition

- 2025 EV sales forecasts

- The decreasing importance of the equity market in funding

- Lithium cost curves and DLE

- Niche materials (HPM, graphite) in 2025

- Trade issues

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

#box-pro-ellipsis-176163902836174{-webkit-line-clamp:2;}Recharge Jan25 (MENA, Outlook, Battery prices, EVs, lithium, Geopolitics)

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

batterymaterialsreview

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