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KPM Weekly - Issue 24 (Sept. 23, 2024)

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 gap in urban and rural China, despite the average domestic penetration reaching 50% in August. Our company spotlight this week is on CNGR Advanced Material. In addition to the regular, weekly trending news recap, this edition features fresh upstream and downstream data for China’s battery materials trade flows and global EV sales.