Recharge Oct25 (LME Week, lithium debate, China controls, NMC vs LFP, sodium-ion, ESS boom)
Update: 2025-10-22
Description
In October 2025’s Recharge podcast, co-presenters Matt Fernley (Battery Materials Review) and Cormac O’Laoire (Electrios Energy) unpack takeaways from LME Week and what they mean for the battery value chain, including:
- The split views on lithium—bulls vs bears—and why inventories over the next 2–3 months will be decisive
- EV demand dynamics: China’s scrappage scheme effects, BEV vs PHEV trends, and the surge in ROW sales driven by Chinese exports (BYD, new EU/LatAm plants)
- China’s new export controls on advanced LFP and graphite, the West’s exposure to Chinese anode supply, and the case for building an independent NMC-led supply chain in Europe/US
- The funding gap for battery raw materials projects and whether price floors/industrial policy can unlock capital
- NMC vs LFP in Western markets and the rise of mixed-chemistry packs
- Sodium-ion reality check—costs, performance, and supply-chain hurdles (hard carbon) vs LFP
- ExxonMobil’s push into synthetic graphite via Superior Graphite and the potential to scale non-Chinese anode supply
- ESS going “gangbusters”: China’s ~180+ GWh target, Middle East mega-projects, and implications for global cell availability and integrator business models
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