Battery Materials Review

December's Battery Materials Review is just out and this month we're talking about possible US strategy in the sector under the Trump presidency. What policies will stay, what will go, and what will be the impact of tariffs? Subscribe to read more. https://lnkd.in/dwvQ2V2 Also in this issue: EcoPro BM company profile | The demise of Northvolt | The rush to redomicile abroad | Wildcat Resources maiden Tabba Tabba resource | Development Radar | All the global Expln & Devt news | Financing Round-Up | Battery Monitor | EVs now 9% of China's car fleet | ESS Round-up | EV sales are motoring | Lithium squeeze peters out | Artificial graphite continues to dominate in AAM | Macro: Off the bottom but where to from here? | Asset Allocation | Equities roundups Want to understand what's going on in Battery Materials? Subscribe to Battery Materials Review - the only publication which tracks all the battery materials in one place, on a monthly basis. #investing #mining #miningexploration #evs #ev #bevs #electricvehicles #lithium #graphite #cobalt #nickel #ree #vanadium #manganese #rawmaterials #batterymetals #lithiumionbatteries #energystorage #battery #batteries #anode #cathode #energytransition #supplychain #emobility

Lots of fuss made about aluminium and steel, but what does President Trump's announcement on the proposed 25% tariff on Canada (and Mexico) mean for the battery value chain? What's the impact on lithium development projects, graphite, nickel, precursor, CAM, anode? Cells themselves. While it's true that these projects could reorient towards Europe, it's also true that the US is a major potential market for these products. Does this announcement further delay long-overdue capacity announcements in the battery value chain? Can't think it can help. But if you're willing to tariff your neighbours and major trading partners, what does that mean for the rest of the world? Australia, Brazil, Chile...it looks like no-one's going to be exempt. And, of course, the perhaps-unintentional impact of all of this tariffing - raising costs for US industry and the consumer. There's no way most raw and intermediate material producers will be able to afford to absorb the cost of tariffs themselves, so they either don't ship to the US or the end user in the US absorbs the cost. Which means that tariffs will be inflationary for US industry and the US consumer. Is that the look that President-Elect Trump is looking for? I can (just about) understand the strategy of tariffing China, but your major trading partners that you recently signed a trade agreement (USMCA) with? Strange. #lithium #nickel #graphite #anode #cathode #lithiumionbatteries #electricvehicles https://lnkd.in/evFKDXkv

Thanks to Howard Klein and Rodney Hooper for a very enjoyable chat!

November's Recharge #podcast is now live and once again this month Cormac O'Laoire, PhD (Electrios Consultants) and Matt Fernley (Battery Materials Review) are shooting the breeze on key developments in all areas of the battery supply chain, including: - The US elections and their impact on the battery value chain - China's evolution in PHEVs and EREVs - Q3 results from cellmakers, cathode producers and miners - Takeaways from Matt's and Cormac's trips to China - Thoughts on development of the battery industry https://lnkd.in/eP_jVec8 #investing #mining #miningexploration #evs #ev #bevs #electricvehicles #lithium #graphite #cobalt #nickel #ree #vanadium #manganese #rawmaterials #batterymetals #lithiumionbatteries #energystorage #battery #batteries #anode #cathode #energytransition #supplychain #emobility

A bad case of Headinsanditis seems to be affecting the #lithium industry at the moment. Headinsanditis is a dangerous condition where people become unwilling to recognise a problem, situation or a new reality. It’s particularly dangerous when the people suffering from it are people in positions of power or responsibility, like CEOs of public companies, or analysts and industry commentators. #mining #batteries #electricvehicles https://lnkd.in/eJyXyTKv

November's Battery Materials Review is packed with value added commentary, including feedback on our trip to China with regards to our thoughts on what China's stimulus may look like going forward and what to expect from its lithium industry. Our other feature article discusses cost disclosure in the lithium industry and asks - isn't it time that lithium producers came clean on costs? Subscribe to read more https://lnkd.in/dwvQ2V2 PLUS - Discussion on Q3 reporting for raw materials and intermediates companies and its implications and all the usual news and analysis on the raw materials, batteries, EVs, Energy Storage sectors; our Exploration Tracker, Development Tracker, Finance Tracker and M&A tracker; our Gigafactory monitor; our Battery Supply Chain trade and consumption analysis; and Materials and Equities performance reviews. Want to understand what's going on in Battery Materials? Subscribe to Battery Materials Review - the only publication which tracks all the battery materials in one place, on a monthly basis. #investing #mining #miningexploration #evs #ev #bevs #electricvehicles #lithium #graphite #cobalt #nickel #ree #vanadium #manganese #rawmaterials #batterymetals #lithiumionbatteries #energystorage #battery #batteries #anode #cathode #energytransition #supplychain #emobility

In October's Recharge #podcast, presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire, PhD (Electrios Consultants) look at all the key news in the #battery value chain over the last month, including: - The likely impact of Chinese stimulus on the battery value chain - Developments around Chinese #energystorage systems - Tariffs and the impact of geopolitics on batteries and their end markets - The EU's mixed messaging on the battery value chain - Feedback from the Shanghai Metals Market Li-ION BATTERY EUROPE 2024 and Fastmarkets European BRM conference - EREVs as a core technology for the EV industry - The development of the LFP supply chain in Europe; and - Thoughts on the lithium market https://lnkd.in/eKrBUfut #investing #ev #evs #electricvehicles #electricandhybridvehicles #bevs #automotive #electromobility #lithiumionbatteries #batteries #anode #cathode #batterymetals #rawmaterials #lithium #nickel #graphite #manganese #cobalt #energystorage #energytransition #supplychain #supplychains

Check out the audio version of our RECHARGE: The Industry interview with Vikram Handa from Epsilon Advanced Materials. https://lnkd.in/eAkYcZUx #anode #graphite #electricvehicles #lithiumionbatteries #batteries Epsilon Advanced Materials Pvt. Ltd.

It's that time of the month again and October's issue of Battery Materials Review has just been published! In this month's Feature article we discuss Extended Range Electric Vehicles (EREVs), what they are, why they're such an important technology and the impact that they could have on battery raw materials demand. We also recap on the recent Shanghai Metals Market Li-ION BATTERY EUROPE 2024 conference. Subscribe to read more - https://lnkd.in/dwvQ2V2 PLUS - All the all the usual news and analysis on the raw materials, batteries, EVs, Energy Storage sectors; our Exploration Tracker, Development Tracker, Finance Tracker and M&A tracker; our Gigafactory monitor; our Battery Supply Chain trade and consumption analysis; and Materials and Equities performance reviews. Want to understand what's going on in Battery Materials? Subscribe to Battery Materials Review - the only publication which tracks all the battery materials in one place, on a monthly basis. #investing #mining #miningexploration #evs #ev #electricvehicles #lithium #graphite #lithiumionbatteries #energystorage #cobalt #nickel #ree #vanadium #battery #batteries #batterymetals #bevs #anode #cathode #manganese #rawmaterials #energytransition #supplychain #emobility

We're delighted to announce that our Recharge #podcast has branched out into video! In Recharge: The Industry we'll be interviewing innovative companies and people within the battery value chain to learn more about what they're doing or thinking, and what that could mean for the industry as a whole. In our first episode we're delighted to welcome Vikram Handa from Epsilon Advanced Materials Pvt. Ltd. which is pursuing AAM development on three continents. In a far-reaching interview, Vikram and Matt discuss why Vikram founded Epsilon, its development plans in the core segment of Anode Materials as well as some commentary about the challenges that his business and the industry face. #ev #evs #electricvehicles #electricandhybridvehicles #bevs #automotive #electromobility #lithiumionbatteries #batteries #anode #cathode #batterymetals #rawmaterials #lithium #graphite #energystorage #energytransition #supplychain #supplychains https://lnkd.in/eFm5R45W