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Kallanish Power Materials Weekly

28-24 | Oct. 21, 2024

In this edition, the Power Materials Weekly’s feature articles cover the hybrid ‘revolution’ going on in China, with rising interest in PHEVs and EREVs; Rio Tinto’s big bet on lithium with the $6.7 billion acquisition of Arcadium Lithium; and whether the much-debated US 45V hydrogen tax credit offers industry …

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27-24 | Oct. 14, 2024

This week, the Kallanish Power Materials team investigates the prospects of a green premium for copper, following a similar, earlier movement on nickel. On the hydrogen front, the report has two feature articles on green hydrogen. One looks at how Spain is leading the European H2 race; and …

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26-24 | Oct. 7, 2024

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 …

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25-24 | Sept. 30, 2024

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 …

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