Recharge Oct23 (Morocco cell ecosystem, China EVs, Lithium, Cell prices, Capex, EU vs China)
Recharge by Battery Materials Review - En podkast av batterymaterialsreview
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In October's Recharge, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss all the month's key developments in batteries and battery materials. This month, that includes the emergence of a Moroccan EV battery ecosystem sponsored by China, recent developments in the Chinese EV market, lithium pricing and the outlook, recap on cell prices, margins and impacts, the EU vs China EV spat and the dangers of underestimation of capex in new project studies.
