KPM Weekly - Issue 8

KPM Weekly - Issue 8 (May 20, 2024)

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This edition of the Kallanish Power Materials Weekly report discusses the IEA’s estimate on the global battery manufacturing capacity by 2030, and how surplus capacity could lead to a more diversified supply chain. The team also explored the increased role of manganese in battery chemistry, with China taking the lead in LFMP battery development. Additionally, the report looks into the North American “new black gold” recycling opportunity, spurred by the need for a domestic metal supply source. This week’s company spotlight is on Anglo American, the miner whose copper assets have been gaining a lot of attention recently.

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KPM Weekly - Issue 8 (May 20, 2024)

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