KPM Weekly - Issue 26

KPM Weekly - Issue 26 (Oct. 7, 2024)

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In this issue, the Kallanish Power Materials team explores new analysis showing that FID on low-emission hydrogen projects has doubled in the past year, though the optimism could be short-lived amid ongoing barriers. The KPM Weekly also looks at the development of a rare earth supply chain in North America, amid a heightened trade war between the US and China; and whether Europe is favouring green over blue hydrogen, based on insights from the World Hydrogen Week in Copenhagen.

With important events happening in the past week, the report is packed with news covering the energy transition metals and minerals – from the LME Week to the BNEF’s new $2.1 trillion investment estimate for the mining sector, and the EU approving final countervailing tariffs on China-made BEVs.

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KPM Weekly - Issue 26 (Oct. 7, 2024)

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