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Kallanish Power Materials Weekly

13-25 | March 31, 2025

This week, the Kallanish Power Materials team is focusing heavily on electric vehicles, with feature articles covering the newly unveiled US tariffs on cars and auto parts; why Europe must double down on policies to boost its EV demand; and whether vehicle-to-grid technology is ready to scale up.The Q&A in …

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12-25 | March 24, 2025

This week, the Kallanish Power Materials team takes another look at Northvolt’s collapse and the learnings left for the European battery industry. The report also explores Brazil’s next big bet: green hydrogen, and how dry electrode manufacturing is set to redefine battery production.

In this edition, the spotlight is on …

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11-25 | March 17, 2025

In this edition, the Kallanish Power Materials Weekly report looks at how miners in Canada are reacting to the rising trade tensions with the US. Another feature article discusses the overcapacity status that has been putting battery makers under pressure, both in and out of China.

The Q&A this week …

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10-25 | March 10, 2025

In this edition, the Kallanish Power Materials Weekly explores the uncertainty looming over Australia’s green hydrogen sector amid upcoming elections. Our team also analyses the damage that Elon Musk’s politics is having on Tesla, which lost 45% of its share price since a peak in December.

Our company spotlight is …

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