Lithium Prices, Graphite Tariffs & China’s Strategy | Matt Fernley & Cormac O'Laoire

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

CHAPTERS 📖
(00:00) Introduction
(02:01) Lithium Prices and Chinese Regulations
(06:55) Impact on Supply and China's Strategy Shift
(12:33) US Tariffs on Graphite and Anode Materials
(18:00) Graphite Industry Outlook & Silicon Anodes
(23:53) US Defense, Rare Earths, and Price Floors
(36:50) Global EV Market Trends & BYD Expansion
(42:58) Commercial EV Growth and Battery Swapping

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Links 🌍

RK Equity Website: https://rkequity.com/
Patreon: https://www.patreon.com/rockstockchannel
Podcast:
  Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172
  Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq
X (Twitter):
  Howard: https://x.com/LithiumIonBull
  Rodney: https://x.com/RodneyHooper13
  Matt: https://x.com/matt_fernley

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DISCLAIMER

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH

Rodney and Howard 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

Intro and outro audio credit: Jamie Klein