KPM Weekly - Issue 20

KPM Weekly - Issue 20 (Aug. 27, 2024)

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The KPM Weekly report explores a research paper claiming the repurposing of gas pipelines for hydrogen isn’t as straightforward as some suggest. The team also surveyed European automakers on the proposed countervailing duties on China-made BEVs, finding much disagreement and frustration. Another feature article focused on the recent deal at BHP’s Escondida copper mine in Chile, and how it is set to influence the wider copper market. This week our company spotlight shines on Chinese battery materials supplier Huayou Cobalt, and our market coverage includes LGES’ new battery diagnostics business; Sibanye-Stillwater advances in the European battery minerals supply chain; Germany’s €5 billion aid to a semiconductor factory; and Hystar’s 4.5-GW electrolyser factory contract award to thyssenkrupp.

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KPM Weekly - Issue 20 (Aug. 27, 2024)

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