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Kallanish Power Materials Weekly

05-25 | Feb. 3, 2025

The Kallanish Power Materials reporters analyse the implications of Trump’s 25% tariffs on Canada and Mexico on the North American automotive sector. As trade tensions intensify, the team looks at China’s financing strategy to control the global supply chain for transition minerals. The KPM Weekly also discusses the African green …

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04-25 | Jan. 27, 2025

This issue explores the crucial role carbon pricing must play in bridging the green hydrogen cost gap and making the hydrogen economy become a reality. The Kallanish Power Materials team also discusses the future of the nickel market – which continues to hinge on Indonesia and its potential supply cuts …

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03-25 | Jan. 20, 2025

This week, the Kallanish Power Materials team looks at EV battery fire risk and how prevention remains a major issue across the value chain. Our reporters also explore the development of solid-state batteries and the controversy around nomenclature; as well as how Nio and CATL plan to make battery swapping …

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02-25 | Jan. 13, 2025

In this edition, the Kallanish Power Materials team looks at what has driven Norway’s electric vehicle success, with the country achieving a BEV penetration rate of 89% last year. The report also features the lithium market in two countries: Australia and Brazil. The former is bracing to have a new …

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