This week, the Kallanish Power Materials team investigates the prospects of a green premium for copper, following a similar, earlier movement on nickel. On the hydrogen front, the report has two feature articles on green hydrogen. One looks at how Spain is leading the European H2 race; and …

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 …

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 …