Rho Motion

New Webinar | 2024 - a year in review and what to watch in 2025 Webinar | 28 January, 2PM (UK Time)   Join Rho Motion’s expert analysts—Iola Hughes, Mina Ha, Jeanne Buée, Pete Tillotson, and George Whitcombe—as they reflect on 2024 and explore the emerging trends, challenges, and opportunities shaping the EV and battery markets in 2025. From regional EV growth hotspots to shifts in energy storage, battery recycling legislation, and the resilience of charging networks, gain valuable insights into what’s coming next.   Click the link in the comments to register.   Key topics: • Where did EV growth thrive in 2024, and which markets are poised to lead in 2025? • How will the rise of new regions influence global energy storage projects? • What impact will recent legislative changes have on competition in battery recycling? • Can EV charging networks sustain growth amid economic challenges? #EV #EVBattery #BatteryMarket #EnergyStorage #RhoMotion

As we welcome in the new year, here’s a look back at our top five most-viewed articles in 2024: 1. What the Trump Presidency means for the EV and battery industry 2. SVOLT cancels two German factories as Europe’s EV market falls short of growth expectations  3. BYD announces further global expansion 4. Semiconductors in EVs: What you need to know 5. The Middle East EV Market: Trends, Investment, and Opportunities To view all of these stories and more, visit our news page here: https://lnkd.in/eKp6ZCix Keep up-to-date with all the latest news stories in 2025 by subscribing to our newsletter – https://lnkd.in/euQ8kb8Q #EnergyTransition #EV #Battery #EnergyStorage #RhoMotion

🚗⚡The UK’s EV Charging Market: Challenges, Opportunities, and Innovations The UK’s EV charging market is growing quickly—but with that growth comes new pressures. How are experts navigating grid constraints, profitability, and ever-changing consumer demands while pushing innovation forward? In the episode 12 of The Charge Point Podcast, host Christophe Lephilibert welcomes: ▪ Jan Rosenow, Regulatory Assistance Project (RAP), who highlights how UK government policy and demand-side flexibility are shaping the market. ▪ Melanie Shufflebotham, Zapmap, explaining how data and insights are reshaping the EV user experience. ▪ Jeanne Buée, Rho Motion, revealing how battery energy storage systems are opening new doors for charge point operators. From battery energy storage systems and demand-side flexibility to smart charging and vehicle-to-grid solutions, this discussion reveals how policy, technology, and user behavior are shaping the future of EV charging in the UK. Listen now to gain fresh insights and practical strategies: Link in the comments. What do you see as the most pressing challenge—or biggest opportunity—in this market? Let's start a conversation. #EVCharging #ElectricVehicles #UKMarket #Innovation #FLEXECHARGE #ThoughtLeadership

President-elect Trump has suggested a 25% tariff on goods from Mexico and while the focus of this is often on what that means for the vehicles made there, which are increasingly for the US, there are serious knock on effects for the supply chain which is being built there. Investment has flowed in to new facilities, particularly around the EV supply chain in major automotive cluster regions of the Border States, Bajio Region and Central Mexican Valley. American OEMs might have the chance to re-shore production to the US if tariff's demand it, but a whole host of businesses further upstream will lose their viability if this happens. The new highlights presentation from the Rho Motion EV Motors & Systems Quarterly Outlook is now available where we discuss this and more key topics. #Mexico #Trump #EVs #Tariffs

In Europe, black mass classification has been a key topic this year. In October 2024, the European Commission released a draft proposal for the European Waste Catalogue (EWC), introducing new classifications for waste batteries, slags, and intermediates including black mass. The updated EWC is likely to improve tracking of waste streams, while strict administrative requirements may discourage recyclers from exporting black mass outside Europe. However, its immediate impact on Europe’s black mass exports is expected to be limited, due to the need for further clarification on the black mass definition, insufficient refining capabilities in Europe and the EU waste shipments regulation allowing exports to OECD countries. This data is taken from our Q4 Battery Recycling Quarterly Outlook highlights presentation. To request the full presentation, click the link in the comments below! #Batteryrecycling #blackmass #legislation #RhoMotion

Recycling inputs remain at 2.8 million tonnes in November 2024   Global annual pre-treatment capacity remained at 2.8 million tonnes, with project delays across regions. Expansions are expected in the coming months, particularly with large-scale projects in China.   To learn more, keep scrolling. This data is taken from our Battery Recycling Capacity Database. To request a copy of the full report, click the link in the comments below. #BatteryRecycling #RecyclingCapacity #RhoMotion

🔋The innovations and challenges ahead in the EV & battery markets in 2025 ⚡The Rho Motion team have considered key trends to look out for in 2025 across the EV, battery, charging, ESS, recycling and motor & systems sectors. 🔌Political uncertainties, changing market conditions and increasing innovation come up as reoccurring themes. Read the full story here: https://lnkd.in/evBvQJg7 #EVIndustry #BatteryTechnology #ChargingInfrastructure #EnergyStorage #ESS #BatteryRecycling #EVTrends #RhoMotion

⚡ We often see the number of charge points installed used as the primary metric for charging infrastructure progress. While it is a great indicator in many cases, it doesn’t quite paint the full picture. 🔌 However, when you combine it with other factors, like the share of fast charging and population density, you can see some interesting trends emerge. Most countries follow this trend and display a trade-off between installing a high number of points at lower speeds and lower costs vs. opting for fewer, faster chargers. Neither approach is necessarily better than the other, it all depends on individual characteristics. Unless you’re China of course, in which your large fleet and low access to private charging means you need the best of both worlds. #EVCharging #RhoMotion

New Webinar | Price Wars & Innovation: Building Resilient BESS Supply Chains Webinar   Tune in to our upcoming webinar, where I will be discussing how the 5MWh BESS systems are becoming the new normal. My colleagues will also be addressing the following key topics: How record-low pricing and cut-throat competition are reshaping BESS supply chains. The role of sodium-ion and VFRB technologies in the future of energy storage. How political changes and onshoring strategies are influencing global supply chains. Click the link in the comments below to register for this webinar. #EnergyStorage #BatteryInnovation #BESSupplyChains #RhoMotion

🚨 Milestone alert 🚨 Lithium ion battery demand has surpassed 1TWh for the first time! On the back of a record month for EV sales and strong BESS deployments in November, global lithium ion battery demand for the year has surpassed the 1TWh mark, a milestone narrowly missed in 2023. December is set to be another strong month, with record EV sales and EV deployments expected, pushing demand for the full year even further past 1TWh. EV demand continues to make up the majority of lithium ion battery demand, but worth noting the impressive growth of the BESS market in recent years has seen its market share double from 7% in 2020 to 15% in 2024! #battery #lithium #EV