In this edition, the Kallanish Power Materials Weekly explores the uncertainty looming over Australia’s green hydrogen sector amid upcoming elections. Our team also analyses the damage that Elon Musk’s politics is having on Tesla, which lost 45% of its share price since a peak in December.

Our company spotlight is …

In this edition, the Kallanish Power Materials Weekly summarises the EU’s Clean Industrial Deal, focusing on measures and reactions concerning the EV and hydrogen sectors. It also explores whether water consumption could be a problem for green hydrogen, which is produced through water splitting; and analyses the fate of US …

In this edition, the Kallanish Power Materials Weekly analyses Greenland’s mining opportunities amid its push for sovereignty and the US’ interest in acquiring the island. The team also discusses why China’s solar PV playbook may not be replicated on electrolysers; and how changing climate adds new risks to mining companies’ …

The team looks at Australia’s new legislation (dubbed by some as the Aussie IRA), which will provide tax credits for green hydrogen production and critical minerals processing. The report also focuses on the mild hybrid controversy around its decarbonisation contribution and classification as an electric vehicle; and on how tariffs …