Recharge By Battery Materials Review
Recharge June 2024 (Section 301, EU EV tariffs, HP Manganese, BYD, lithium, EV sales)
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 0:37:38
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Sinopsis
In June's Recharge, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss all the key news items in the world of batteries and battery materials. Join us as we discuss: - US section 301 tariffs and their impact on EV economics and the supply chain; - Breaking news - European EV tariffs on Chinese OEMs; - BYD's apparent new strategy in Europe; - High Purity Manganese and its importance and neglect; - China lepidolite. Our framework for its emergence and impact on lithium prices; - The importance of the emergence of 800V architecture in EVs; - EV sales and how the outlook is more positive than most analysts suggest.