In March’s Recharge, presenters Matt Fernley (RK Equity /Battery Materials Review) and Cormac O’Laoire (Electrios Energy) discuss key developments along the battery supply chain, including:

  • Battery Show Asia feedback including dancing robots, new uses, chemistries, hybrid pack strategies and sodium-ion
  • Anode material dynamics, including cost pressure on synthetic graphite, the emergence of silicon-carbon and natural graphite upside
  • China EV demand weakness and its causes, but also thoughts on the future
  • Impact on the battery chain from Middle East supply issues
  • Nickel supply issues around HPAL, quotas and environmental risks
  • Potential for rising battery costs and what impact that may have
  • VRFB competitiveness versus lithium-ion, with LCOS and duration economics in focus

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