Recharge Feb26 (EVs, ESS, China, Lithium)

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.