Battery Materials Review

August's Recharge #podcast is now live! This month Cormac and Matt mourn the fact that there's still enough news in August to do a podcast but get down to business with a discussion about the maturation of China's battery supply chain and its implications. https://lnkd.in/e4XiYMPk We also discuss project delays and highlight their likely impact on different segments of the industry. Fair to say that BESS is one of the most exciting elements of the industry at the moment. We talk about the changes that this important segment have seen. According to BNEF EVs reached parity with ICEs on selling price in China towards the end of 2023. What does that mean for the industry? That's or starter for ten! Also we discuss #lithium in some detail and what the lack of announced production cuts means for prices. And we talk about EV sales and the increasing importance of ROW as well as the main regions. #investing #ev #evs #lithiumionbatteries #electricvehicles #energystorage #electricandhybridvehicles #batteries #batterymetals #bevs #anode #cathode #rawmaterials #energytransition #automotive #electromobility #supplychain #supplychains

August's edition of Battery Materials Review has just been published and this month we're talking about #lithium. As we move into the next stage for the lithium markets we find that many participants (producers, developers, investors, analysts) are backward-looking and have not adapted to what we term the "new normal". Until they do so, the things that need to happen in the market to balance it can't happen... With BESS demand for cells now growing faster than EV demand for cells, we also include a feature on what goes into a BESS system. And we have a profile of Pilbara Minerals Limited Subscribe to find out more. https://lnkd.in/dwvQ2V2 PLUS - All the all the usual news and analysis on the raw materials, batteries, EVs, Energy Storage sectors; our Exploration Tracker, Development Tracker, Finance Tracker and M&A tracker; our Gigafactory monitor; our Battery Supply Chain trade and consumption analysis; and Materials and Equities performance reviews. Want to understand what's going on in Battery Materials? Subscribe to Battery Materials Review - the only publication which tracks all the battery materials in one place, on a monthly basis. #investing #mining #miningexploration #evs #ev #electricvehicles #lithium #graphite #lithiumionbatteries #energystorage #electricandhybridvehicles #cobalt #nickel #ree #vanadium #battery #batteries #batterymetals #bevs #anode #cathode #manganese #rawmaterials #materials #energytransition #supplychain #emobility

It's that time of the month again and July's Recharge #podcast is now out! https://lnkd.in/ehfFHYQt This month Cormac O'Laoire, PhD and Matt Fernley chew the fat on their takeaways from the #FastmarketsBRM conference and discuss the LFP/LFMP debate and worries over the development of a Western supply chain. There are also some important takeaways on DLE progress and how it can impact the #lithium industry. We discuss falling profitability in the #battery manufacturing industry and what that could mean going forward. And we also discuss how Chinese cell manufacturing strategy has differed from Korean companies and other producers. And finally, we discuss the issue of Chinese subsidies...are they subsidies or are they incentives...and where would the industry be without them? #investing #ev #evs #lithiumionbatteries #electricvehicles #energystorage #electricandhybridvehicles #batteries #batterymetals #bevs #anode #cathode #rawmaterials #energytransition #automotive #electromobility #supplychain #supplychains

July's Battery Materials Review is now out and its our second half preview. We've refined a lot of our thinking on the sector over these past few months and we make some changes to our expectations for the rest of 2024 . We also include a review of our key takeaways from the #FastmarketsBRM conference in Vegas. We met over 30 companies all along the battery supply chain. Subscribe to find out more. https://lnkd.in/dw4Us99 PLUS - All the all the usual news and analysis on the raw materials, batteries, EVs, Energy Storage sectors; our Exploration Tracker, Development Tracker, Finance Tracker and M&A tracker; our Gigafactory monitor; our Battery Supply Chain trade and consumption analysis; and Materials and Equities performance reviews. Want to understand what's going on in Battery Materials? Subscribe to Battery Materials Review - the only publication which tracks all the battery materials in one place, on a monthly basis. #investing #mining #miningexploration #evs #ev #electricvehicles #lithium #graphite #lithiumionbatteries #energystorage #electricandhybridvehicles #cobalt #nickel #ree #vanadium #battery #batteries #batterymetals #bevs #anode #cathode #manganese #rawmaterials #materials #energytransition #supplychain #emobility

Same city, same continent for once! Cormac O'Laoire, PhD and Matt Fernley Recharge live Thanks to #FastmarketsLBRM #podcast #lithium

June's Recharge #podcast is now up! https://lnkd.in/eMicxqJA This month, co-presenters Matt Fernley and Cormac O'Laoire, PhD run through some of the key talking points from May as well as breaking news: - 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 importance and neglect; - China lepidolite. Our framework for its emergence and impact on lithium prices; - The importance of the emergence of 800V architecture in EVs; - EV sales and how the outlook is more positive than most analysts suggest. #investing #mining #ev #evs #graphite #lithiumionbatteries #electricvehicles #energystorage #electricandhybridvehicles #cobalt #nickel #lithium #battery #batteries #batterymetals #bevs #anode #cathode #manganese #rawmaterials #materials #energytransition #automotive #electromobility #transportation #supplychain #supplychains

June's Battery Materials Review focuses on high purity manganese, truly the forgotten battery material. Manganese is a key steel industry ingredient and people often think that since it's so common, it couldn't be a critical material. But High Purity Manganese (HPM) is and is in need to investment just the way that other key battery raw materials are. HPM is a core component of ternary cells and could be of enormous importance in the LMFP chemistry as well. But it is being widely neglected for investment by governments and investors. In our second feature article we discuss the imposition of Section 301 tariffs on the battery supply chain in the US and other changes being made by other countries. As well as that, we have discussions on the evolution of the lepidolite industry in China, 800V architecture in EVs and BYD’s strategy for the European market. Subscribe to find out more! https://lnkd.in/dwvQ2V2 PLUS - All the all the usual news and analysis on the raw materials, batteries, EVs, Energy Storage sectors; our Exploration Tracker, Development Tracker, Finance Tracker and M&A tracker; our Gigafactory monitor; our Battery Supply Chain trade and consumption analysis; and Materials and Equities performance reviews. Want to understand what's going on in Battery Materials? Subscribe to Battery Materials Review - the only publication which tracks all the battery materials in one place, on a monthly basis. #investing #mining #miningexploration #evs #ev #electricvehicles #lithium #graphite #lithiumionbatteries #energystorage #electricandhybridvehicles #cobalt #nickel #ree #vanadium #battery #batteries #batterymetals #bevs #anode #cathode #manganese #rawmaterials #materials #energytransition #supplychain #emobility

May's Recharge #podcast is now live! https://lnkd.in/eCi835gg Co-presenters Cormac O'Laoire, PhD and Matt Fernley discuss some of the key talking points in the industry, including: - 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 scheme and its impact on EV demand; - Thoughts on the geopolitics of the Energy Transition #investing #mining #ev #evs #graphite #lithiumionbatteries #electricvehicles #energystorage #electricandhybridvehicles #cobalt #nickel #lithium #battery #batteries #batterymetals #bevs #anode #cathode #manganese #rawmaterials #materials #energytransition #automotive #electromobility #transportation #supplychain #supplychains

Some thoughts on the US's imposition of Section 301 tariffs on the battery supply chain. https://lnkd.in/e93h-ukz #investing #mining #miningexploration #evs #ev #electricvehicles #lithium #graphite #lithiumionbatteries #energystorage #electricandhybridvehicles #cobalt #nickel #ree #vanadium #battery #batteries #batterymetals #bevs #anode #cathode #manganese #rawmaterials #materials #energytransition #supplychain #emobility

In the May issue of Battery Materials Review we discuss Tesla. Rightly or wrongly, Tesla is seen as a bellwether for the health of the EV sector and, as it embarks on what looks like a major restructuring, we discuss whether that is actually the case any longer? In our second feature article we discuss valuations of upstream assets and ask - how much is 1Mt of contained resource worth? Answer: Substantially less than it used to be worth and, in some materials, getting to the point where it's not worth exploring any longer... Subscribe to find out more! https://lnkd.in/dwvQ2V2 PLUS - All the all the usual news and analysis on the raw materials, batteries, EVs, Energy Storage sectors; our Exploration Tracker, Development Tracker, Finance Tracker and M&A tracker; our Gigafactory monitor; our Battery Supply Chain trade and consumption analysis; and Materials and Equities performance reviews. Want to understand what's going on in Battery Materials? Subscribe to Battery Materials Review - the only publication which tracks all the battery materials in one place, on a monthly basis. #investing #mining #miningexploration #evs #ev #electricvehicles #lithium #graphite #lithiumionbatteries #energystorage #electricandhybridvehicles #cobalt #nickel #ree #vanadium #battery #batteries #batterymetals #bevs #anode #cathode #manganese #rawmaterials #materials #energytransition #supplychain #emobility