KPM Weekly - Issue 13

KPM Weekly - Issue 13 (June 24, 2024)

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In this edition of the Kallanish Power Materials Weekly report, the team explores Australia’s efforts to restore trade relations with China, at a time when the US is pressuring peers to do the exact opposite. The report also discusses how hydrogen carbon intensity, rather than its ‘colour’, is key to reducing regulatory risk; and whether keeping Elon Musk is a good move for Tesla and its shareholders. In this week’s Q&A, Kallanish spoke with hydrogen expert Emmanouil Kakaras, executive vice-president for NEXT Energy at Mitsubishi Heavy Industries. As usual, the report also provides an overview of relevant industry news, including BMW’s $2 billion battery deal with Northvolt; Germany’s $3 billion financing boost for hydrogen backbone; and the JLR-Chery joint-venture electrification plans in China.

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KPM Weekly - Issue 13 (June 24, 2024)

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