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KPM Weekly - Issue 17 (July 22, 2024)

"This week, the Kallanish Power Materials team analyses what’s ahead for von der Leyen’s second mandate as president of the European Commission, amid challenges to its hydrogen and EV targets. The report also explores whether Canada’s stricter scrutiny on mining M&A will affect investors’ interest and get in the way of the energy transition. Additionally, the team looks at the knock-on effects of BHP’s closure of Western Australia Nickel operations in the wider supply chain. Our Q&A this week is with Mike O’Kronley, ceo of US battery recycler Ascend Elements. As always, the issue is packed with news that impacts the global new energy space.