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

About this episode

The episode discusses key developments in the battery industry, including lithium shutdowns in China, US tariffs, and EV sales updates.

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

People in this episode

Host: Matt Fernley

Topics covered

• lithium shutdowns in China
• US tariffs and anti-dumping duties
• MP Materials/DoD deal
• price floors in materials markets
• EV sales update
• commercial vehicle sales

Keywords

• battery industry
• graphite
• anode materials
• materials markets

Mentioned in this episode

Products: lithium, graphite, anode materials, EVs

Places: China, US

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