About this episode
In February 2026’s Recharge podcast, co-presenters Matt Fernley (Battery Materials Review) and Cormac O’Laoire (Electrios Energy) discuss key developments across battery materials and EV markets, including:
• China EV pricing dynamics around Chinese New Year, destocking, and continued price competition
• Shifts in EV and PHEV mix, subsidy effects, and market-share gains by smaller Chinese automakers
• Sodium-ion positioning versus lithium-ion, with focus on energy density, cold-weather use cases, and supply-chain constraints
• Europe and US demand divergence, including affordable model availability in Europe and weak US momentum post tax-credit removal
• Lithium price volatility driven by speculative positioning, GFX dynamics, inventory context, and implications for project feasibility and ESS costs
Chapters
(00:00) Intro
(02:00) China: EV Price War
(06:17) Sodium-Ion Reality Check
(09:52) China EV Mix Shifts
(19:16) Europe: EV Growth
(24:56) US: EV Slowdown
(27:08) Lithium Price Swing
(35:13) ESS Demand Outlook
(38:01) ESS Logistics And Tariffs
(46:04) Wrap-Up
Links
- Read Matt's research blog: https://blog.rkequity.com/
Podcast:
Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172
Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq
X (Twitter):
Matt: https://x.com/matt_fernley
Have a question? Drop us an email: rockstockchannel@rkequity.com
_________________________________________________
DISCLAIMER
NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH
Matt and Cormac are not financial advisors nor broker-dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity's website https://www.rkequity.com
