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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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Please join the Center on Global Energy Policy at Columbia University SIPA for a rapid response briefing with Kadri Simson, CGEP Distinguished Visiting Fellow, Institute of Global Politics Carnegie Distinguished Fellow,...
This is the third episode of a five-part series exploring the lithium-ion battery supply chain. If you haven’t listened to the first two episodes, we recommend you start there.
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.
The middle stage of the lithium-ion supply chain is called processing – and it’s a critical one. To make lots of affordable batteries, we have to process a lot of materials. It’s a big, lucrative business with real impacts to local communities and the environment.
In this episode, we dig into step two of the supply chain: processing all those minerals into usable ingredients for batteries.
Why are countries so keen on building giant processing facilities? And can we process all the minerals we need to fight climate change in a responsible way?
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.
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.
Season 4, Episode 1 Batteries are at the center of the clean energy economy. Will they shape geopolitics in similar ways to oil? We need to electrify much...
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.
