Recharge by Battery Materials Review

Author: batterymaterialsreview

All the news from the world of battery materials. In one place. Monthly.
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Recharge Feb26 (EVs, ESS, China, Lithium)
Episode 77
Thursday, 12 February, 2026

In this month’s Recharge, presenters Matt Fernley (RK Equity /Battery Materials Review) and Cormac O’Laoire (Electrios Energy) discuss key developments along the battery supply chain, including: Slowing China EV sales, changes in the PHEV/BEV ratio and the possibility of further stimulus. How and whay Europe surprised last year in EV sales and what that could mean for this year. Can ROW demand offset slowing US sales? What's happening in ESS, why the development of sodium-ion may not be an issue for lithium-ion and how higher lithium prices could impact. Why lithium price volatility ≠ broken fundamentals. Discussing inventory levels and demand.