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KPM Weekly - Issue 10 (March 10, 2025)

In this edition, the Kallanish Power Materials Weekly explores the uncertainty looming over Australia’s green hydrogen sector amid upcoming elections. Our team also analyses the damage that Elon Musk’s politics is having on Tesla, which lost 45% of its share price since a peak in December.

Our company spotlight is on Zenergy, a top-10 Chinese battery manufacturer founded in 2019 that plans to double production capacity by next year. As usual, the report also offers a weekly recap of trending news in the battery, EV and hydrogen sectors, alongside other relevant data.