Recharge by Battery Materials Review
Business
Welcome to May 2020's edition of Recharge by Battery Materials Review.
We start with a recap of all the key news items for April in batteries and battery materials, give a little more detail on our Focus article and analyse some of the key data points. Our Focus article in this month's Review is on the topic of Hydrogen. We discuss whether Hydrogen and Batteries should be seen as mutually exclusive or as complementary technologies.
Our interview this month is with with Jean-Louis Le Mée, CIO of Westbeck Capital's Energy Opportunities Fund and co-CIO of Westbeck's Volta Fund. Jean-Louis' fund is one of the best-performing energy funds over the past few years and, in a fascinating and far-reaching interview, he discusses the near-term and longer-term outlook for oil prices and the likely impacts of his oil outlook on demand for electric vehicles and batteries.
Recharge Mar24 (EVs, solid state, lithium, nickel, IBS, ESG)
Recharge Feb24 (Incentive prices, EVs, Overinvestment, Two-tier pricing, Graphite)
Recharge Jan24 (Graphite & China, IRA & FEoC, ESS growth, PHEV/BEV prices)
Recharge Dec23 (Lithium, EV Sales, Capacity postponements, Battery prices)
Recharge Nov23 (Cells industry, Graphite, Nickel ESG, Royalties, Lithium prices, EV slowdown)
Recharge Oct23 (Morocco cell ecosystem, China EVs, Lithium, Cell prices, Capex, EU vs China)
Recharge Sep23 (China EVs, LFP, Lithium prices, Canada/Portugal/Europe)
Recharge Aug23 (OEMs&China, Lithium, Cell Mfg overcapacity, Silicon carbide)
Recharge Jul23 (China EVs, Tesla, Lithium, LFMP, DLE, supply forecasts)
Recharge May23 (Sodium-ion, lithium prices, Chile, Chinese EV exports, ESS potential, US emission targets)
Recharge Apr23 (Sodium-ion/Lithium prices/LDES/IRA/Short seller reports/M&A/EV price wars)
Recharge Mar 23 (China/Sodium-ion/Export ban/Lithium/Europe IRA)
Recharge Jan 23 (China, ESS, EV sales, Chemistries, Tesla, US, Fundraising, Argentina)
Recharge Dec 22 (Sodium-ion, LFP recycling, EV sales, Graphite, Lithium
Recharge Nov 22 (China, Tesla/BYD, Cathode clusters, US, ESS, Project delays)
Recharge Oct22 (Talga Group/Fastmarkets Conf/China/Battery Tech/Lithium/Qualification/Silicon Anode)
Recharge Sep22 (China/Battery formats/EU EV sales slowdown/IRA/Dev’t red tape/Listener Q&A)
Recharge EU Lithium Special
Recharge Aug22 (LFMP/Ford raw materials/Elon Musk & lithium/Inflation Reduction Act/China ESS
Recharge July 2022 (China, VRFBs, India EVs, EU ICE targets, Planning red tape, OEM investments)
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