Rho Motion Roundtable - February 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.