In March’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:

• Battery Show Asia feedback including dancing robots, new uses, chemistries, hybrid pack strategies and sodium-ion
• Anode material dynamics, including cost pressure on synthetic graphite, the emergence of silicon-carbon and natural graphite upside
• China EV demand weakness and its causes, but also thoughts on the future
• Impact on the battery chain from Middle East supply issues
• Nickel supply issues around HPAL, quotas and environmental risks
• Potential for rising battery costs and what impact that may have
• VRFB competitiveness versus lithium-ion, with LCOS and duration economics in focus

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.

In January 2026’s Recharge podcast, co-presenters Matt (RK Equity / Battery Materials Review) and Cormac O’Laoire (Electrios Energy) discuss key battery-market dynamics heading into 2026, including:

• China’s shift toward PHEVs/EREVs, larger packs, and intensifying model-level competition
• Slowing China EV sales growth and the implications of subsidy roll-offs for 2026 demand
• Diverging regional outcomes in 2025: US EV slowdown versus stronger-than-expected Europe growth
• China’s export rebate changes for batteries and the impact on Tier 2 producers and ESS supply availability
• Rising battery raw material inputs and where cell pricing could tighten, especially for higher-duration ESS