In this edition, the Kallanish Power Materials Weekly analyses Greenland’s mining opportunities amid its push for sovereignty and the US’ interest in acquiring the island. The team also discusses why China’s solar PV playbook may not be replicated on electrolysers; and how changing climate adds new risks to mining companies’ investments.

This week’s company spotlight is on China’s CMOC Group – the world’s No. 1 cobalt producer and a leading supplier of copper, molybdenum and niobium. As usual, it’s been a busy news week, particularly with miners’ earnings results. Additionally, China has started a consultation on higher rare earths control measures; Trump has threatened 25% tariffs on autos and semiconductors; and Australia has shelved its Whyalla green hydrogen project to rescue a troubled steel mill.