All Episodes

Recharge Mar24 (Batteries & costs, Anode Mats, China EVs, Nickel Supply)

Recharge Feb26 (EVs, ESS, China, Lithium)

Recharge Jan26 (2025 review and outlook thoughts)

Recharge Dec25 (Overstated forecasts, CATL, semi-solid batteries, battery costs, BESS)

Recharge Oct25 (LME Week, lithium debate, China controls, NMC vs LFP, sodium-ion, ESS boom)

Recharge Aug 25 (Lithium, China, US, MP/DoD, EVs)

Recharge June 25 (IRA repeal, US planning, High Manganese, Lithium, BESS)

Recharge April 25 (Tariffs, RMs, Korea, ESS, battery swapping)

Recharge Mar25 (EVs, Battery delays, tariffs, BESS, cobalt)

Recharge Feb25 (Tariffs, Korean cellmakers, China, Trump 2.0, BESS)

Recharge Jan25 (MENA, Outlook, Battery prices, EVs, lithium, Geopolitics)

Recharge Nov24 (US elections, China EVs, Q3 results, China trip, battery industry)

Recharge Oct24 (China stimulus, ESS, AAM, EU strategy, EREVs, Lithium)

RECHARGE Industry (1): Epsilon Advanced Materials

Recharge Sep24 (China records, autos strategy, Lithium, small battery startups)

Recharge Aug24 (Maturing China, Project delays, BESS, EV/ICE parity)

Recharge July 2024 (Fastmarkets feedback, DLE progress, battery industry, EV subsidies)

Recharge June 2024 (Section 301, EU EV tariffs, HP Manganese, BYD, lithium, EV sales)

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

Recharge April 2024 (China batteries; lithium pricing; EV sales; ESS)

Recharge Mar24 (EVs, solid state, lithium, nickel, IBS, ESG)

Recharge Feb24 (Incentive prices, EVs, Overinvestment, Two-tier pricing, Graphite)

Recharge Jan24 (Graphite & China, IRA & FEoC, ESS growth, PHEV/BEV prices)

Recharge Dec23 (Lithium, EV Sales, Capacity postponements, Battery prices)

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

Recharge Oct23 (Morocco cell ecosystem, China EVs, Lithium, Cell prices, Capex, EU vs China)

Recharge Sep23 (China EVs, LFP, Lithium prices, Canada/Portugal/Europe)

Recharge Aug23 (OEMs&China, Lithium, Cell Mfg overcapacity, Silicon carbide)

Recharge Jul23 (China EVs, Tesla, Lithium, LFMP, DLE, supply forecasts)

Recharge May23 (Sodium-ion, lithium prices, Chile, Chinese EV exports, ESS potential, US emission targets)

Recharge Apr23 (Sodium-ion/Lithium prices/LDES/IRA/Short seller reports/M&A/EV price wars)

Recharge Mar 23 (China/Sodium-ion/Export ban/Lithium/Europe IRA)

Recharge Jan 23 (China, ESS, EV sales, Chemistries, Tesla, US, Fundraising, Argentina)

Recharge Dec 22 (Sodium-ion, LFP recycling, EV sales, Graphite, Lithium

Recharge Nov 22 (China, Tesla/BYD, Cathode clusters, US, ESS, Project delays)

Recharge Oct22 (Talga Group/Fastmarkets Conf/China/Battery Tech/Lithium/Qualification/Silicon Anode)

Recharge Sep22 (China/Battery formats/EU EV sales slowdown/IRA/Dev’t red tape/Listener Q&A)

Recharge EU Lithium Special

Recharge Aug22 (LFMP/Ford raw materials/Elon Musk & lithium/Inflation Reduction Act/China ESS

Recharge July 2022 (China, VRFBs, India EVs, EU ICE targets, Planning red tape, OEM investments)

Recharge June 22 (EV sales, LFP, BYD, Battery format, BESS, Lithium)

Recharge May22 (China lockdowns, LFMP, Tesla/Mining, Financing Gap, LFP, Recycling, Cobalt)

Recharge Apr22 (Nickel, Lithium prices, Canadian battery ecosystem, EV supply chain, Gigafactories)

Recharge March 2022 (Nickel squeeze, China, RM sourcing, ResNat, Northern Graphite)

Recharge Feb 2022 (Nickel, Lithium, LGES, Solid State, China, Altilium Group)

Recharge Jan22 (China batteries/LFP/EVs/Material prices/Chemistries)

Recharge Dec21 (COP26/China/Battery prices/Cathode Mats/Graphite/EVs/Pilbara Minerals)

Recharge Nov21 (China/Tesla/Lithium/Pack costs/Savannah Resources)

Recharge Oct21 (China update/Nio/Battery Mfg/Fluence/Battery Prices/RM shortage)

Recharge Sep 21 (China/Chip shortage/EV ownership models/Lithium S&D)

Recharge Aug 21 (Lithium prices, M&A, China, Sodium-ion, OEMs, Canada Nickel)

Recharge June 21 (Lithium, Ford, M&A, Resource nationalism, Altech Chems)

Recharge May 21 (China, LFP, cathodes, SpodCon, McKinsey)

Recharge April 21 (China, VW Power Day, LFP, EV sales, Rodney Hooper)

Recharge - Mar 2021 (China, Nickel, LGC/SKI, Medallion Resources)

Recharge - Feb 2021(China, REE, GM, Pallinghurst Group)

Recharge - January 2021

Recharge - November 2020

Recharge - October 2020

Recharge - September 2020

Recharge - July 2020

Recharge - June 2020

Recharge - May 2020

Recharge - April 2020

Recharge - March 2020

Recharge - February 2020

Recharge - December 2019

Recharge - November 2019

Recharge - October 2019

Recharge - September 2019

Recharge - August 2019

Recharge - July 2019

Recharge - June 2019

Recharge - May 2019

Recharge - April 2019

Recharge - March 2019

Recharge - February 2019