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Kallanish Power Materials Weekly

19-24 | Aug. 19, 2024

This week, the team explores what changes may or may not happen to the US battery belt with the upcoming presidential election. Additionally, it explores the recent six investment decisions in the European hydrogen industry, and whether this could finally ignite the much-needed momentum. Amid slowing EV sales worldwide, …

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18-24 | Aug. 12, 2024

In this edition, the Kallanish Power Materials’ team looks at South Korea and Japan’s hydrogen import prospects and what needs to be achieved for the countries to become major Asian hydrogen demand centres. The report also discusses Saudi Arabia’s move to search for critical minerals in South America, particularly in …

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17-24 | July 22, 2024

This week, the Kallanish Power Materials team analyses what’s ahead for von der Leyen’s second mandate as president of the European Commission, amid challenges to its hydrogen and EV targets. The report also explores whether Canada’s stricter scrutiny on mining M&A will affect investors’ interest and get in the …

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16-24 | July 15, 2024

In this week’s edition, the Kallanish Power Materials team covers the UK election and the industry demands from the new government; the uncertainty in Bolivia’s lithium sector amid political turmoil; and how Australia is expected to remain a spodumene leader despite market shifts. Our company spotlight is on StoreDot …

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