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KPM Weekly - Issue 11 (June 10, 2024)

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 Stor Energy’s chief commercial officer Claire Behar speaks about the company’s integrated renewable hydrogen project in the US and future plans. Additionally, the report also covers TotalEnergies’ 15-year green hydrogen purchase deal; the IEA forecast on clean energy investment surpassing $3 trillion this year; Gotion High-tech’s $1.3 billion gigafactory in Morocco; Modi’s promises for a third term; ACC’s battery chemistry review for its second gigafactory; and Svolt Energy’s decision to cancel its German gigafactory.