Recharge April 25 (Tariffs, RMs, Korea, ESS, battery swapping)

About this episode

The episode discusses key talking points in the battery industry, including tariffs, raw materials, and the future of battery swapping.

In April 2025's Recharge podcast, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss some of the month's key talking points in the battery industry, including: Geopolitics and the impact of tariffs on the industry including around exemption of battery RMs from reciprocal tariffs; EVs and ESS impact; and could this actually be a positive in the end? The US Executive Order on Raw Materials - is it enough? The EU's strategic raw materials projects - does the EU "get it"? Cormac's postcard from Korea BYD and 1MW charging - how viable is it outside China? Mass market EV demand in Europe Changes to China's ESS mandate and its likely impact Will battery swapping go the way of the dinosaur in the passenger vehicle market?

People in this episode

Host: Matt Fernley

Topics covered

• tariffs
• raw materials
• geopolitics
• EVs
• ESS
• battery swapping
• mass market EV demand
• China's ESS mandate

Keywords

• battery industry
• US Executive Order
• EU strategic projects
• BYD
• 1MW charging

Mentioned in this episode

Products: BYD, 1MW charging

Places: Korea, US, China, Europe

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