Recharge by Battery Materials Review
All the news from the world of battery materials. In one place. Monthly.
Episodes
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...
In August 2025's Recharge podcast, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss some of the recent key talking points in the battery industry, including:
- The China lithium shutdowns, their impact on the industry and outlook
- Development on US tariffs and anti-dumping duties in the battery supply chain, with a particular focus on graphite and anode materials
- The MP Material...
In June 2025's Recharge podcast, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss some of the month's key talking points in the battery industry, including:
- The current state of US/China trade war, the impact of the IRA repeal on the sector and the uncertain investment environment
- Changes to the US raw material planning structure - is it enough to attract investment to the se...
In April 2025's Recharge podcast, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss some of the month's key talking points in the battery industry, including:
- Geopolitics and the impact of tariffs on the industry including around exemption of battery RMs from reciprocal tariffs; EVs and ESS impact; and could this actually be a positive in the end?
- The US Executive Order on Raw...
In our March 2025 Recharge podcast, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss some of the month's key talking point in the battery industry, including:
- EV sales - moving parts, drivers, future trends, the growth of EREVs, BYD vs Tesla
- Battery project delays and cancellations in the US and Europe and where that leaves the industry. What do battery developers need to do ...
For our February 2025 Recharge podcast, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss some of the key talking point in the industry, including:
- The likely effect of tariffs on all parts of the cell supply chain
- Korean cathode and cell maker results and current positioning
- China's current trade issues with Europe, US and what that might mean
- Trump 2.0 and what that means fo...
Welcome to 2025 for all our listeners! In this month's Recharge podcast, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) kick off the year by discussing:
- The emergence of MENA into the battery value chain
- 2024 review and 2025 outlook
- Battery pricing trends
- The emergence of a two-tier Energy Transition
- 2025 EV sales forecasts
- The decreasing importance of the equity market in f...
In November's Recharge podcast, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) compare notes on their recent travels and talk about some of the key aspects of the industry, including:
- The US elections and their impact on the battery value chain
- China's evolution in PHEVs and EREVs
- Q3 results from cellmakers, cathode producers and miners
- Takeaways from Matt's and Cormac's trips to C...
Join us for October's Recharge, where co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss and analyse some of the key news and developments from the battery value chain, including:
- China's stimulus and its likely impact on the battery value chain
- Recent developments in China ESS systems
- Geopolitics, tariffs and their impact on battery products
- Anode materials financings and secto...
In this inaugural edition of RECHARGE: The Industry we talk with Vikram Handa, Managing Director of Epsilon Advanced Materials, about his company's development plans in anode materials on three continents, how its process differs from others, the emergence of battery demand in India and how EAM's products stack up against Chinese AAM.
In September's Recharge, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss and analyse some of the key news and developments from the battery value chain, including:
- Nickel and whether it's heading back to balance
- Chinese records on cell and EV production
- PHEVs/EREVs and auto manufacturers' strategy and profitability
- Global EV sales update
- The cautionary tale of small-scale bat...
In August'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. Amongst other things, this month we cover:
- China's maturing battery supply chain
- Project delays and their impact on all parts of the industry
- The changing face of BESS
- The advent of EV/ICE parity in China and its ramifications
- Lack of p...
Join us for July's Recharge, in which 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 we discuss:
- Our takeaways from the Fastmarkets BRM conference
- LFP/LMFP and development of a Western supply chain
- Progress on DLE and its impact on how we see the lithium industry going forward
- Low profitabilit...
In June'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.
Join us as we discuss:
- US section 301 tariffs and their impact on EV economics and the supply chain;
- Breaking news - European EV tariffs on Chinese OEMs;
- BYD's apparent new strategy in Europe;
- High Purity Manganese and its importa...
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 ...
In April'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:
- Some feedback from Cormac's recent travels in Asia particularly around the Chinese battery industry;
- Thoughts on lithium pricing and discussion on Chinese lepidolite;
- EV sales recap and thoughts, partic...
In March'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:
- EVs - our forecasts and an update on China;
- Solid state batteries after the Samsung SDI announcement;
- Lithium prices - potential for carbonate/hydroxide bifurcation;
- Nickel industry and key issues;
- Take...
In February'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:
- Incentive prices - ex-China and within China;
- EV sales and the growing importance of RoW;
- BMR Yearbook and what to expect;
- Earnings stress;
- Overinvestment...or not?
- Two-tier pricing;
- Lepidolite and lit...
In the first Recharge of the New Year, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) look forward to 2024 in batteries and battery materials.
This month's key topics include: the slowdown in Gigafactory announcements and what it could mean; Graphite in China and exports; IRA and Foreign Entities of Concern; ESS growth and its impacts; PHEV/BEV ratio in EVs; Raw Material prices.
In December's Recharge, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss all the month's key developments in batteries and battery materials.
This month's key topics include: a recap of this year's lithium call - what went right, what went wrong; discussion on how EV sales are not as bad as many commentators are saying; the impact of EV and cell capacity components on the battery ...
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