This week, the Kallanish Power Materials team explores whether Europe’s planned hydrogen infrastructure buildout risks locking in fossil fuel due to uncertainties in the green hydrogen space. The reporters also discuss BMI’s expectations for 2025 to be marked as the year of resource nationalism amid rising protectionism and trade tensions. The third feature article looks at the new hiccup in the hydrogen industry, with the aviation sector now forecasting a smaller-than-anticipated decarbonisation contribution due to delays in technology and infrastructure deployment.

The company spotlight is on Cornish Lithium – a UK-based lithium exploration and development company that is developing both hard rock and geothermal brine lithium projects in Cornwall. It recently opened a lithium hydroxide demonstration plant at St Dennis, boosting hopes for a domestic lithium supply source. As usual, be sure to read the week’s latest news and follow trends on battery minerals, EV sales, and hydrogen and metal prices in today’s edition.