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Listen "Recharge April 25 (Tariffs, RMs, Korea, ESS, battery swapping)"
Episode Synopsis
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 Materials - is it enough?
The EU's strategic raw materials projects - does the EU "get it"?
Cormac's postcard from Korea
BYD and 1MW charging - how viable is it outside China?
Mass market EV demand in Europe
Changes to China's ESS mandate and its likely impact
Will battery swapping go the way of the dinosaur in the passenger vehicle market?
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 Materials - is it enough?
The EU's strategic raw materials projects - does the EU "get it"?
Cormac's postcard from Korea
BYD and 1MW charging - how viable is it outside China?
Mass market EV demand in Europe
Changes to China's ESS mandate and its likely impact
Will battery swapping go the way of the dinosaur in the passenger vehicle market?
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