Recharge Feb26 (EVs, ESS, China, Lithium)
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Recharge Feb26 (EVs, ESS, China, Lithium)
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About this listen
In this month’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:
- Slowing China EV sales, changes in the PHEV/BEV ratio and the possibility of further stimulus.
- How and whay Europe surprised last year in EV sales and what that could mean for this year.
- Can ROW demand offset slowing US sales?
- What's happening in ESS, why the development of sodium-ion may not be an issue for lithium-ion and how higher lithium prices could impact.
- Why lithium price volatility ≠ broken fundamentals. Discussing inventory levels and demand.
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