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Get the latest as our experts share their insights on global energy policy.
This Energy Explained post represents the research and views of the author. It does not necessarily represent the views of the Center on Global Energy Policy. The piece...
Hear in-depth conversations with the world’s top energy and climate leaders from government, business, academia, and civil society.
It’s hard to overstate how consequential President Trump’s “Liberation Day” tariffs have been for American economic policy. While the administration has paused the steep reciprocal tariffs it announced...
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Energy finance is transforming rapidly amid shifting political and economic dynamics in the U.S. and globally. As the landscape becomes increasingly complex, we will explore key legal insights,...
We need to electrify much of the global economy in order to hit net-zero emissions by 2050. That means installing a lot of batteries in our cars, buildings, and across the grid to balance vast amounts of wind and solar.
The supply chain behind all those batteries could be worth nearly half a trillion dollars by 2030. Whoever controls that supply chain has enormous power – figuratively and literally.
In this episode, we explore the stakes of the battery-based transition. We’ll open up a lithium-ion battery, investigate what’s inside it, and ask whether critical minerals will look anything like oil.
So far over this season we've traced the global lithium-ion battery supply chain from mining to processing to manufacturing. And we've put it all into a geopolitical and economic context.
China has been the world's biggest battery manufacturer for over a decade. By 2022, according to the IEA, China manufactured 76% of the world's batteries. But that's changing.
Batteries can replace gasoline in our cars, or diesel in our generators with electricity. But batteries and petroleum-based fuels share something in common: they both rely on energy-intensive processes to turn extracted materials into something useful.
To produce enough batteries to reach global net-zero goals, the International Energy Agency says we'll need to increase production of critical minerals by six fold by 2040. It's a monumental task.
This Energy Explained post represents the research and views of the author. It does not necessarily represent the views of the Center on Global Energy Policy. The piece...
This Energy Explained post represents the research and views of the author. It does not necessarily represent the views of the Center on Global Energy Policy. The piece...
President Donald Trump has made energy a clear focus for his second term in the White House. Having campaigned on an “America First” platform that highlighted domestic fossil-fuel growth, the reversal of climate policies and clean energy incentives advanced by the Biden administration, and substantial tariffs on key US trading partners, he declared an “energy emergency” on his first day in office.
