KPM Weekly - Issue 10

KPM Weekly - Issue 10 (June 3, 2024)

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In the 10th edition of the Kallanish Power Materials Weekly report the team explored the outlook for rare earths and permanent magnets, and how China will maintain control of the global refining capacity this decade. In North America, we analysed the use of hydrogen in heavy-duty trucks and its challenges. The report also finds China’s hydrogen success is yet to materialise in its green form, as electrolysis is still deemed expensive in the country despite its global advantages. While this week’s company spotlight is on Tesla, the edition is packed with big news including the final lithium partnership of SQM and Codelco; Germany’s bill to accelerate H2 permitting and deployment; and carmakers’ moves to prolong ICE powertrains with new green fuel engines.

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KPM Weekly - Issue 10 (June 3, 2024)

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