Recharge by Battery Materials Review
Business
November 2020's edition of Recharge by Battery Materials Review discusses how localisation of supply chains can increase the sustainability of battery production. We highlight the key projects which could make up future localised supply chains for both Europe and North America, and also discuss some of the key factors in battery materials production which can impact greenhouse gas emissions.
We also include our usual recap of all the key news flow in global batteries and raw materials markets, as well as analysis of key developments.
Our interview this month is with Ying Lu, a senior analyst at Roskill who specialises in nickel and nickel sulphate for the battery industry. She provides some fascinating insights into the emerging supply/demand gap in battery grade nickel sulphate and the various attempts to fill it.
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)
Recharge June 22 (EV sales, LFP, BYD, Battery format, BESS, Lithium)
Recharge May22 (China lockdowns, LFMP, Tesla/Mining, Financing Gap, LFP, Recycling, Cobalt)
Recharge Apr22 (Nickel, Lithium prices, Canadian battery ecosystem, EV supply chain, Gigafactories)
Recharge March 2022 (Nickel squeeze, China, RM sourcing, ResNat, Northern Graphite)
Recharge Feb 2022 (Nickel, Lithium, LGES, Solid State, China, Altilium Group)
Recharge Jan22 (China batteries/LFP/EVs/Material prices/Chemistries)
Recharge Dec21 (COP26/China/Battery prices/Cathode Mats/Graphite/EVs/Pilbara Minerals)
Recharge Nov21 (China/Tesla/Lithium/Pack costs/Savannah Resources)
Recharge Oct21 (China update/Nio/Battery Mfg/Fluence/Battery Prices/RM shortage)
Recharge Sep 21 (China/Chip shortage/EV ownership models/Lithium S&D)
Recharge Aug 21 (Lithium prices, M&A, China, Sodium-ion, OEMs, Canada Nickel)
Recharge June 21 (Lithium, Ford, M&A, Resource nationalism, Altech Chems)
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