This edition of the Kallanish Power Materials Weekly report investigates biomass use in anode materials for lithium and sodium-ion batteries; the nationalisation threat faced by Chinese firms in the lithium triangle; and what the EV market can expect from the new Mexican presidency. In this week’s interview, Hy …

In the 10th edition of the Kallanish Power Materials Weekly report the team explored the outlook for rare earths and permanent magnets, and how China will maintain control of the global refining capacity this decade. In North America, we analysed the use of hydrogen in heavy-duty trucks and its …

This edition of the Kallanish Power Materials Weekly report analyses Biden’s tariffs on Chinese critical minerals and their potential impact on the US electrification journey. The team also looks at two key battery metals: nickel and cobalt, and their respective outlook. Our hydrogen coverage has seen Nel licensing its …

This edition of the Kallanish Power Materials Weekly report discusses the IEA’s estimate on the global battery manufacturing capacity by 2030, and how surplus capacity could lead to a more diversified supply chain. The team also explored the increased role of manganese in battery chemistry, with China taking the …