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KPM Weekly - Issue 11 (March 17, 2025)

In this edition, the Kallanish Power Materials Weekly report looks at how miners in Canada are reacting to the rising trade tensions with the US. Another feature article discusses the overcapacity status that has been putting battery makers under pressure, both in and out of China.

The Q&A this week is with Hieu Duong, chief manufacturing officer at AM Batteries, a Massachusetts-based start-up that has the backing of Toyota, Porsche and TDK Ventures. The company promises a breakthrough dry battery electrode technology set to transform battery manufacturing. Additionally, the report delivers fresh data on global EV sales and hydrogen prices, as well as the coverage of some relevant news stories, including a 15-year green hydrogen supply deal between RWE and TotalEnergies; the start of hydrogen filling on German converted gas pipelines; and Northvolt’s bankruptcy in Sweden.