The 5th edition of the Kallanish Power Materials Weekly report is jam-packed with big news, starting with BHP’s proposal to acquire Anglo American; the bullish copper market driving prices to top $10,000/tonne for the first time in two years; and new electrolyser supply agreements in Europe.The team looks at how Tesla will need more than price cuts to thrive in China amid intense competition and technological advancement. The report also digests the recent IEA EV outlook and explores China’s role in driving global electric car adoption with cheap vehicles. This issue also discusses the headwinds to clean hydrogen deployment based on research by PwC. In addition, our Q&A with Aterian chairman Charles Bray gives an insight into the company’s exploration and development plans in Africa.

» Login to read the full report or sign up for a trial.