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

Update: 2024-05-22

Description

In May's Recharge, 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's key topics include:

The Beijing auto show and EV dominance;

CATL's new cells and recent ESS industry advances;

The Canadian battery supply chain;

US and UK sanctions on Russian material and likely impacts;

China's scrappage scheme and its impact on EV demand;

Thoughts on the geopolitics of the Energy Transition.

Comments

In Channel

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

Recharge Nov23 (Cells industry, Graphite, Nickel ESG, Royalties, Lithium prices, EV slowdown)

2023-11-2037:56

00:00

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

#box-pro-ellipsis-175911865781548{-webkit-line-clamp:2;}Recharge May 2024 (Beijing auto show, CATL & ESS advances, Canada value chain, China scrappage scheme)

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

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