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KPM Weekly - Issue 16 (April 22, 2025)

The Kallanish Power Materials team continues to analyse the effects of Trump’s tariffs on the automotive industry, this time looking at the potential impact on the UK’s EV push. The report also explores Chile’s green hydrogen opportunity despite a global development slowdown.

This week’s spotlight is on Air Products – the US industrial gases giant touted as the largest hydrogen producer in the world, although green hydrogen may not be its current top priority. Additionally, this edition also provides fresh data on China’s battery materials trade flows, as well as the usual trending news recap, pricing and data on EV sales.