KPM Weekly - Issue 12

KPM Weekly - Issue 12 (March 24, 2025)

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This week, the Kallanish Power Materials team takes another look at Northvolt’s collapse and the learnings left for the European battery industry. The report also explores Brazil’s next big bet: green hydrogen, and how dry electrode manufacturing is set to redefine battery production.

In this edition, the spotlight is on Plug Power – a US-based company working to deliver end-to-end hydrogen solutions, from hydrogen production to usage. Additionally, the report provides the long-awaited data on Chinese battery materials trade flows, which shows that imports of cobalt and nickel ore, as well as lithium carbonate, have more than doubled in February. This is despite significant drops in the exports of intermediate products.

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KPM Weekly - Issue 12 (March 24, 2025)

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