Recharge Aug 25 (Lithium, China, US, MP/DoD, EVs)

AUG 18, 202549 MIN
Recharge by Battery Materials Review

Recharge Aug 25 (Lithium, China, US, MP/DoD, EVs)

AUG 18, 202549 MIN

Description

In August 2025's Recharge podcast, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss some of the recent key talking points in the battery industry, including:

  • The China lithium shutdowns, their impact on the industry and outlook
  • Development on US tariffs and anti-dumping duties in the battery supply chain, with a particular focus on graphite and anode materials
  • The MP Materials/DoD deal and potential impacts on the battery chain
  • What do price floors mean for materials markets and projects?
  • EV sales update and discussion
  • Discussion on commercial vehicle sales