This week, the team explores the deepening trade war between the US and China and its impact on the EV supply chain, after Washington proposed a ban on connected vehicle software and hardware from China. The KPM Weekly also covers the bearish outlook for the lithium carbonate market at a …

In this issue, the KPM Weekly covers Australia’s fresh green hydrogen strategy and pledges to become a global hydrogen powerhouse. The team also looks at how the energy transition is driving structural changes in the $4 trillion metals and mining industry; and how there remains a significant EV adoption …

This week, the Kallanish Power Materials team digests the much-anticipated Draghi report and its impact on the EU’s clean technologies, critical materials and automotive sectors. Another feature article offers a deep dive into Argentina’s RIGI benefits package and what it could mean for the country’s mining industry – particularly for …

In this issue, the KPM Weekly report delves into direct lithium extraction (DLE) as a technology that could revolutionise lithium production, once market conditions improve. It also covers the controversial ‘bridge solution’ of blue hydrogen, looking at the public financing and support it has received to date. The team also …