Recharge June 25 (IRA repeal, US planning, High Manganese, Lithium, BESS)
Update: 2025-06-20
Description
In June 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:
- The current state of US/China trade war, the impact of the IRA repeal on the sector and the uncertain investment environment
- Changes to the US raw material planning structure - is it enough to attract investment to the sector?
- Exciting sounding announcements from Ford & GM around high manganese batteries but where will the raw materials come from?
- Thoughts on lithium prices, how Chinese lepidolite costs are misunderstood by the market and the issue that it's not just China adding supply
- Social leasing as a driver of EV sales and Tesla's seeming loss of market share
- Why BMR's BESS forecast is so bullish and the impact of changing ESS tech and scale
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