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

Update: 2024-07-22

Description

Join us for July's Recharge, in which 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 we discuss:

Our takeaways from the Fastmarkets BRM conference

LFP/LMFP and development of a Western supply chain

Progress on DLE and its impact on how we see the lithium industry going forward

Low profitability in the battery industry and its impacts

Different battery industry strategy in China vs rest of the world

One man's subsidy is another's incentive...Is China really the big bad?

Comments

In Channel

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

#box-pro-ellipsis-176150334865612{-webkit-line-clamp:2;}Recharge July 2024 (Fastmarkets feedback, DLE progress, battery industry, EV subsidies)

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

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