Recharge Mar26 (Sodium-Ion, Graphite AAM, China EVs, Nickel Supply, Battery Costs, VRFBs)

Recharge Mar26 (Sodium-Ion, Graphite AAM, China EVs, Nickel Supply, Battery Costs, VRFBs)

Author: rockstockchannel March 24, 2026 Duration: 47:16
In March 2026's Recharge podcast, co-presenters Matt Fernley (RK Equity/Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss key developments along the battery supply chain, including: • Sodium-ion scaling and hybrid pack strategies emerging from Battery Show Asia• Graphite AAM dynamics, including synthetic cost pressure and natural graphite upside• China EV demand weakness driven by subsidy changes and macro conditions• Indonesian nickel supply risks from HPAL exposure, quotas, and environmental constraints• Rising battery costs linked to oil, sulphur shortages, and broader supply chain inflation• VRFB competitiveness versus lithium-ion in long-duration storage, with LCOS and duration economics in focus Chapters (00:00) Intro(05:15) Sodium Market Potential(07:27) Lithium Metal Breakthroughs(09:04) Silicon-carbon Batteries(10:21) China EV Sales Weakness(13:18) Oil Prices And EV Demand(18:56) Supply Chain Cost Pressures(22:15) Graphite Market Shifts(26:38) Battery Price Impact(30:58) China BESS Market Dynamics(33:22) Indonesian Nickel Challenges(37:00) Nickel Supply Outlook(40:40) Long Duration Storage Debate(46:30) Closing Remarks Links - Read Matt's research blog: https://blog.rkequity.com/ Have a question? Drop us an email: rockstockchannel@rkequity.comPodcast:  Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172  Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINqX (Twitter):  Matt: https://x.com/matt_fernley _________________________________________________ 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

Tune into Rock Stock Channel for a clear-eyed look at the investment landscape being reshaped by our electrified future. Hosts Howard, Rodney, and Matt steer conversations away from surface-level hype, focusing instead on the foundational materials that make this transition possible. Each episode connects you directly with the people on the ground-major project developers and seasoned analysts-who break down the realities and complexities of sourcing critical minerals. Their in-depth discussions delve into the markets for lithium, battery metals, and rare earths, while also exploring a wider range of specialty commodities essential to modern technology. This isn't about fleeting stock tips; it's about understanding the entire supply chain, from geological challenges to geopolitical factors, that defines the critical minerals thematic. For anyone interested in the tangible business of building a sustainable economy, this podcast offers essential context and expert insight you won't find in mainstream financial commentary. Listen to Rock Stock Channel to ground your perspective in the expertise of those defining the new resource economy.
Author: Language: English Episodes: 100

Rock Stock Channel
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