The Rho Motion Podcast

Analysing the energy transition. Each month, our analyst team provide their thoughts and opinions on the EV & Battery, ESS, Charging & Infrastructure and Battery Recycling markets, with reference to our monthly assessments.

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Episodes

Thursday Feb 13, 2025

Rho Motion Roundtable – The Winners and Losers of the 2024 EV Market

Tuesday Nov 12, 2024

Rho Motion Roundtable - November 2024
Join our analyst team as they get together and deliberate on where the markets are headed in this month’s Roundtable.

Monday Sep 23, 2024

Rho Motion Roundtable - September 2024 - NCM vs LFP
Join our analyst team as they get together and deliberate on where the markets are headed in this month’s Roundtable. In the September edition of the Rho Motion Roundtable, host Didi Bostock sat down with Varnika Agarwal to discuss NCM vs LFP, what is going to be the dominant cathode chemistry of the future? Exploring the nuances of the battery technologies.

Tuesday Jul 30, 2024

In the July edition of the Rho Motion Roundtable, host Didi Bostock sat down with George Whitcombe to discuss the EV production industry and recently announced EU tariffs on Chinese made EVs. 
In this month's edition, they cover:
Updates from China EV production
The EU tariffs and how they may play out
How Chinese players are looking to circumvent tariffs
BYD's global expansion

Thursday Jul 04, 2024

In the June edition of the Rho Motion Roundtable, host Didi Bostock sat down with Olatomiwa Olajide to discuss the rare earth magnet industry.
In this month's edition, they cover:
The role of rare earth magnets in the energy transition
The global supply chain landscape
Potential impacts of the US’ recently announced tariffs on the rare earth magnet industry
The future of the industry

Rho Motion Roundtable - May 2024

Wednesday May 22, 2024

Wednesday May 22, 2024

Topics covered in this month's roundtable discussion include:
In depth analysis of BESS installations figures and announcements from Q1 2024
Trends highlighted in our recent BESS Quarterly Outlook
Developments in energy storage technology and what it means for the sector
The role of sodium-ion batteries in the energy storage market

Monday Mar 25, 2024

This month’s installment includes:
An overview of CATL’s recent annual report
A dive into the latest BESS project financing
An update from the US charging sector as the government reveals its National Zero-Emission Freight Corridor Strategy
The European Council gives final approval to Critical Raw Materials Act
Details of Nvidia’s and GAC’s partnership for autonomous driving

Friday Feb 23, 2024

The February edition of the Rho Motion Roundtable will continue to delve into the latest trends and developments in the (EV) and renewable energy sectors, building on the comprehensive discussions from the January session. Topics likely to be covered include updates on global EV sales with a focus on market shares, particularly in China, and the growth in Southeast Asia. The roundtable may also explore advancements in battery energy storage systems (BESS), highlighting recent records in gigawatt hours, project announcements, and government support schemes. Additionally, insights into the burgeoning EV charging infrastructure, financial challenges faced by companies like ChargePoint, and the entry of competitors such as LG into the market are expected. Recycling of battery materials, especially with China's dominance and the strategic expansion of Chinese companies in Southeast Asia, will be another key focus. Finally, developments in autonomous driving technologies, advancements in motors and systems, and the implications of new regulatory guidelines for automotive chips in China could be discussed, providing a comprehensive overview of the industry's direction and challenges.

Friday Jan 19, 2024

In this episode of Rho Motion Roundtable, join host Didi and the team for a comprehensive update on the latest trends and developments in  EV's and Energy markets with the Rho Motion Roundtable's January 2024 episode.
Highlights include a
Record-setting month for global EV sales
China's influence in the EV market
Advancements in battery energy storage
Updates on EV charging infrastructure and financial shifts
China's lead in battery recycling.
Also, explore the newest trends in autonomous driving and China's development of automotive chip standards. Join host Diddy and the team for this concise, expert analysis.
For further information please do not hesitate to contact us at info@rhomotion.com

Friday Jan 05, 2024

The Rho Motion Roundtable from December 2023, covers various topics related to recent advancements and updates in the fields of electric vehicles (EVs), technology, legislation, and energy storage systems (ESS). The panelists discuss topics such as record sales of electric vehicles, the introduction of new EV models like the Volvo EX30 and the Peugeot 3008, and changes in EV subsidies and legislation in countries like Germany, France, and the USA. They also delve into updates in battery technology, including advancements in fast-charging and silicon anode materials. The podcast also covers developments in the energy storage sector, the standardization of Tesla’s North American charging standard connector, and legislative measures related to vehicle emissions and EV charging infrastructure. The podcast serves as a comprehensive update on the latest trends and developments in the EV, battery technology, and energy sectors.

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