Download - Recharge Nov 22 (China, Tesla/BYD, Cathode clusters, US, ESS, Project delays)

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Recharge by Battery Materials Review

Business

Recharge Nov 22 (China, Tesla/BYD, Cathode clusters, US, ESS, Project delays)

2022-11-15

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In November's Recharge, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss all the developments in the batteries and battery materials segments over the past 5 weeks.

This includes what's going on in China, the development of "cathode clusters", cell capacity announcements in the US, Tesla's strategy vs BYD and other OEMs, the emergence of broad political support for ESS and lithium project delays and how that will impact supply/demand balances and pricing forecasts.