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Kallanish Power Materials Weekly

07-25 | Feb. 17, 2025

The team looks at Australia’s new legislation (dubbed by some as the Aussie IRA), which will provide tax credits for green hydrogen production and critical minerals processing. The report also focuses on the mild hybrid controversy around its decarbonisation contribution and classification as an electric vehicle; and on how tariffs …

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06-25 | Feb. 10, 2025

This week, the Kallanish Power Materials team explores whether Europe’s planned hydrogen infrastructure buildout risks locking in fossil fuel due to uncertainties in the green hydrogen space. The reporters also discuss BMI’s expectations for 2025 to be marked as the year of resource nationalism amid rising protectionism and trade tensions. …

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05-25 | Feb. 3, 2025

The Kallanish Power Materials reporters analyse the implications of Trump’s 25% tariffs on Canada and Mexico on the North American automotive sector. As trade tensions intensify, the team looks at China’s financing strategy to control the global supply chain for transition minerals. The KPM Weekly also discusses the African green …

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04-25 | Jan. 27, 2025

This issue explores the crucial role carbon pricing must play in bridging the green hydrogen cost gap and making the hydrogen economy become a reality. The Kallanish Power Materials team also discusses the future of the nickel market – which continues to hinge on Indonesia and its potential supply cuts …

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