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KPM Weekly - Issue 6 (May 7, 2024)

In this 6th edition of the Kallanish Power Materials Weekly report the team has delved into the much-talked-about BHP’s Anglo American takeover bid and how all eyes are on copper assets. Honda’s $11 billion investment in Canada has also caught our attention, as the Japanese carmaker pledges to build an EV supply chain in the country. This will include cathode materials, separators, batteries and EV production. Meanwhile, in China, the team explored Beijing’s plans for hydrogen-powered fuel cell electric vehicles. The report also covers a range of global developments including the results of the EU’s first hydrogen auction, providing fixed premiums for seven green hydrogen production projects; the US 2-year extension on Chinese graphite sourcing; and France’s industry-government accord to boost EV sales. Additionally, you can also learn about the Chinese manufacturer that is leading EV sales around the world: BYD.