In this issue, the Kallanish Power Materials team explores new analysis showing that FID on low-emission hydrogen projects has doubled in the past year, though the optimism could be short-lived amid ongoing barriers. The KPM Weekly also looks at the development of a rare earth supply chain in North America …

This week, the team explores the deepening trade war between the US and China and its impact on the EV supply chain, after Washington proposed a ban on connected vehicle software and hardware from China. The KPM Weekly also covers the bearish outlook for the lithium carbonate market at a …

In this issue, the KPM Weekly covers Australia’s fresh green hydrogen strategy and pledges to become a global hydrogen powerhouse. The team also looks at how the energy transition is driving structural changes in the $4 trillion metals and mining industry; and how there remains a significant EV adoption …

This week, the Kallanish Power Materials team digests the much-anticipated Draghi report and its impact on the EU’s clean technologies, critical materials and automotive sectors. Another feature article offers a deep dive into Argentina’s RIGI benefits package and what it could mean for the country’s mining industry – particularly for …