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Kallanish Power Materials Weekly

5-24 | May 6, 2024

The 5th edition of the Kallanish Power Materials Weekly report is jam-packed with big news, starting with BHP’s proposal to acquire Anglo American; the bullish copper market driving prices to top $10,000/tonne for the first time in two years; and new electrolyser supply agreements in Europe.The team looks at how  …

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4-23 | April 22, 2024

In this 4th edition of the Kallanish Power Materials Weekly report, the team looks at the Sino-German EV relationship amid growing cooperation between carmakers and rising calls for protectionism. The report also explores Australia’s move to implement its own “IRA,” in a policy push to increase downstream investment in …

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3-24 | April 15, 2024

In this 3rd edition of the Kallanish Power Materials Weekly report, the team looked at how copper prices are rallying on the back of tightening supply and bullish sentiment. The US and UK latest measure to ban Russian copper (and nickel) from trading on the LME and CME will …

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2-24 | April 8, 2024

In this 2nd edition of the Kallanish Power Materials Weekly report, the team looked at the US government’s clean hydrogen tax credits, and if it can really shape the future of clean hydrogen production in the country. The report also analyses if solid-state batteries are on the verge of powering EVs …

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