Recharge Mar25 (EVs, Battery delays, tariffs, BESS, cobalt)
Update: 2025-03-18
Description
In our March 2025 Recharge podcast, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss some of the month's key talking point in the battery industry, including:
- EV sales - moving parts, drivers, future trends, the growth of EREVs, BYD vs Tesla
- Battery project delays and cancellations in the US and Europe and where that leaves the industry. What do battery developers need to do to survive?
- The impact of geopolitics and tariffs on the battery sector, the DLE tech ban and the impact on the wider autos industry in North America
- China update and the impact of US Dept of Homeland Security looking to restrict procurement from six Chinese battery makers
- The changing investment environment for the industry
- BESS installation growth; new techs and innovation
- DRC cobalt export ban and thoughts on prices
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