In this edition, the Kallanish Power Materials Weekly summarises the EU’s Clean Industrial Deal, focusing on measures and reactions concerning the EV and hydrogen sectors. It also explores whether water consumption could be a problem for green hydrogen, which is produced through water splitting; and analyses the fate of US …

In this edition, the Kallanish Power Materials Weekly analyses Greenland’s mining opportunities amid its push for sovereignty and the US’ interest in acquiring the island. The team also discusses why China’s solar PV playbook may not be replicated on electrolysers; and how changing climate adds new risks to mining companies’ …

The team looks at Australia’s new legislation (dubbed by some as the Aussie IRA), which will provide tax credits for green hydrogen production and critical minerals processing. The report also focuses on the mild hybrid controversy around its decarbonisation contribution and classification as an electric vehicle; and on how tariffs …

This week, the Kallanish Power Materials team explores whether Europe’s planned hydrogen infrastructure buildout risks locking in fossil fuel due to uncertainties in the green hydrogen space. The reporters also discuss BMI’s expectations for 2025 to be marked as the year of resource nationalism amid rising protectionism and trade tensions. …