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Kallanish Power Materials Weekly

20-24 | Aug. 27, 2024

The KPM Weekly report explores a research paper claiming the repurposing of gas pipelines for hydrogen isn’t as straightforward as some suggest. The team also surveyed European automakers on the proposed countervailing duties on China-made BEVs, finding much disagreement and frustration. Another feature article focused on the recent deal at …

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19-24 | Aug. 19, 2024

This week, the team explores what changes may or may not happen to the US battery belt with the upcoming presidential election. Additionally, it explores the recent six investment decisions in the European hydrogen industry, and whether this could finally ignite the much-needed momentum. Amid slowing EV sales worldwide, …

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18-24 | Aug. 12, 2024

In this edition, the Kallanish Power Materials’ team looks at South Korea and Japan’s hydrogen import prospects and what needs to be achieved for the countries to become major Asian hydrogen demand centres. The report also discusses Saudi Arabia’s move to search for critical minerals in South America, particularly in …

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17-24 | July 22, 2024

This week, the Kallanish Power Materials team analyses what’s ahead for von der Leyen’s second mandate as president of the European Commission, amid challenges to its hydrogen and EV targets. The report also explores whether Canada’s stricter scrutiny on mining M&A will affect investors’ interest and get in the …

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