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KPM Weekly - Issue 09 (March 3, 2025)

In this edition, the Kallanish Power Materials Weekly summarises the EU’s Clean Industrial Deal, focusing on measures and reactions concerning the EV and hydrogen sectors. It also explores whether water consumption could be a problem for green hydrogen, which is produced through water splitting; and analyses the fate of US start-ups in the heavy-duty fuel cell vehicle space: Nikola and Hyzon Motors.

This week’s Q&A is with Chris Heron, secretary general of E-Mobility Europe, who is in Brussels working with players in the EV ecosystem to help deliver Europe’s e-mobility transition by 2035. The timely interview comes days after the publication of the Clean Industrial Deal and days before the EU publishes an action plan for its automotive industry, which could see the easing of CO2 targets for carmakers and an anticipated decline in EV adoption this year.