KPM Weekly - Issue 3

KPM Weekly - Issue 3 (April 15, 2024)

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In this 3rd edition of the Kallanish Power Materials Weekly report, the team looked at how copper prices are rallying on the back of tightening supply and bullish sentiment. The US and UK latest measure to ban Russian copper (and nickel) from trading on the LME and CME will likely provide further price support for global copper prices. The report also explores a $125 billion investment opportunity for green hydrogen in India, and looks at the US efforts to revitalise its chip industry through Taiwanese giant TSMC. Plus, read our Q&A with Bill Ireland, ceo of Logan Energy.

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KPM Weekly - Issue 3 (April 15, 2024)

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