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Listen "Recharge June 25 (IRA repeal, US planning, High Manganese, Lithium, BESS)"
Episode Synopsis
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 sector?
Exciting sounding announcements from Ford & GM around high manganese batteries but where will the raw materials come from?
Thoughts on lithium prices, how Chinese lepidolite costs are misunderstood by the market and the issue that it's not just China adding supply
Social leasing as a driver of EV sales and Tesla's seeming loss of market share
Why BMR's BESS forecast is so bullish and the impact of changing ESS tech and scale
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 sector?
Exciting sounding announcements from Ford & GM around high manganese batteries but where will the raw materials come from?
Thoughts on lithium prices, how Chinese lepidolite costs are misunderstood by the market and the issue that it's not just China adding supply
Social leasing as a driver of EV sales and Tesla's seeming loss of market share
Why BMR's BESS forecast is so bullish and the impact of changing ESS tech and scale
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