Recharge Mar25 (EVs, Battery delays, tariffs, BESS, cobalt)

About this episode

The episode discusses key developments in the battery industry, including EV sales trends, project delays, geopolitical impacts, and cobalt export issues.

In our March 2025 Recharge podcast, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss some of the month's key talking point in the battery industry, including: EV sales - moving parts, drivers, future trends, the growth of EREVs, BYD vs Tesla Battery project delays and cancellations in the US and Europe and where that leaves the industry. What do battery developers need to do to survive? The impact of geopolitics and tariffs on the battery sector, the DLE tech ban and the impact on the wider autos industry in North America China update and the impact of US Dept of Homeland Security looking to restrict procurement from six Chinese battery makers The changing investment environment for the industry BESS installation growth; new techs and innovation DRC cobalt export ban and thoughts on prices

People in this episode

Host: Matt Fernley

Guest: Cormac O'Laoire

Topics covered

• EV sales
• Battery project delays
• Geopolitics and tariffs
• China battery makers
• Investment environment
• BESS installation growth
• DRC cobalt export ban

Keywords

• EREVs
• BYD
• Tesla
• DLE tech ban
• autos industry
• investment
• innovation

Mentioned in this episode

Products: BYD, Tesla

Places: US, Europe, North America, China

More episodes of Recharge by Battery Materials Review

• Recharge Mar24 (Batteries & costs, Anode Mats, China EVs, Nickel Supply) · March 23, 2026 · 47 min
• Recharge Feb26 (EVs, ESS, China, Lithium) · February 12, 2026 · 47 min
• Recharge Jan26 (2025 review and outlook thoughts) · January 13, 2026 · 49 min
• Recharge Dec25 (Overstated forecasts, CATL, semi-solid batteries, battery costs, BESS) · December 18, 2025 · 43 min
• Recharge Oct25 (LME Week, lithium debate, China controls, NMC vs LFP, sodium-ion, ESS boom) · October 22, 2025 · 38 min
• Recharge Aug 25 (Lithium, China, US, MP/DoD, EVs) · August 18, 2025 · 49 min