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Kallanish Power Materials Weekly

7-24 | May 13, 2024

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 …

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6-24 | May 7, 2024

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 …

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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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