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KPM Weekly - Issue 15 (April 14, 2025)

In this edition, the Kallanish Power Materials team explores whether biomass could enable cheap production of hydrogen, potentially unlocking a major competitor to electrolytic hydrogen. Another feature article looks at Brazil’s nascent BESS market, which will play a crucial role in its green hydrogen and renewables ambitions.

Our Q&A this week is with Curtis Moore, marketing SVP at Energy Fuels – a US-based miner shifting focus from uranium to rare earths to help the US diversify its supply sources away from China. Additionally, the report also releases fresh EV sales data across major markets, trending global news and prices for metals, energy and hydrogen.