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 traditional peak season in China; and how industry is leading green hydrogen offtake in Europe. 

In the Q&A session, Kallanish speaks with Gabriel Toffani, ceo of Adionics – a French company developing direct lithium extraction (DLE) technology focusing on the Americas. Additionally, this edition highlights the latest news across the e-mobility and new energy industries including the EC’s final rules for its second green hydrogen auction; Northvolt’s revised plans and 1,600 job cuts; and Xpeng’s strong commitment to Europe despite higher tariffs.