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Kallanish Power Materials Weekly

01-25 | Jan. 6, 2025

In this issue, the Kallanish Power Materials team looks at the 2024 hydrogen market and its outlook for 2025. The report also features Ontario’s push for more mining amid the global battery materials rush; and how hydrogen combustion engines could potentially spark a new decarbonisation era.

Our Q&A this week …

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36-24 | Dec. 16, 2024

In this edition, the KPM Weekly explores the Scottish green hydrogen vision as the government publishes a new export plan with bold ambitions. The report also looks into China’s carbon market and the balancing act of the 3Ps: progress, profit and policy. This week, our company spotlight is on Pylon …

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35-24 | Dec. 9, 2024

This week, the team looks at Saudi Arabia’s efforts to spur collaboration across the global mining supply chain, while pursuing its efforts to become a downstream powerhouse for critical minerals. The KPM Weekly also analyses Canada’s initiatives in mining reconciliation with Indigenous communities in a bid to go beyond a …

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34-24 | Dec. 2, 2024

In this edition, the KPM Weekly discusses the interconnectedness of commodities and how trading is taking a new shape amid the energy transition. The team also analyses the cobalt industry’s potential decarbonisation pathway and its associated costs and willingness to pay. The report’s third feature article looks at solid-state hydrogen …

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