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KPM Weekly - Issue 34 (Dec. 2, 2024)

In this edition, the KPM Weekly discusses the interconnectedness of commodities and how trading is taking a new shape amid the energy transition. The team also analyses the cobalt industry’s potential decarbonisation pathway and its associated costs and willingness to pay. The report’s third feature article looks at solid-state hydrogen storage, particularly the magnesium-based solution commercialised by Hydrexia.

Our company spotlight this week is on Rivian – a US-based integrated electric vehicle manufacturer that has recently finalised a $5.8 billion deal with Volkswagen. In addition, be sure to catch up with some big news on the hydrogen and EV spaces.