This edition of the Kallanish Power Materials Weekly report analyses Biden’s tariffs on Chinese critical minerals and their potential impact on the US electrification journey. The team also looks at two key battery metals: nickel and cobalt, and their respective outlook. Our hydrogen coverage has seen Nel licensing its …

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 …

This week, the Kallanish Power Materials Weekly report looks at the “chicken and egg problem” in the US graphite industry as the country attempts to build its own battery supply chain. We’ve also summarised the major hydrogen subsidies and incentives currently offered by governments around the world; and discussed …

In this 6th edition of the Kallanish Power Materials Weekly report the team has delved into the much-talked-about BHP’s Anglo American takeover bid and how all eyes are on copper assets. Honda’s $11 billion investment in Canada has also caught our attention, as the Japanese carmaker pledges to build an …