This website uses cookies as well as similar tools and technologies to understand visitors’ experiences. By continuing to use this website, you consent to Columbia University’s usage of cookies and similar technologies, in accordance with the Columbia University Website Cookie Notice.
Energy Explained
Get the latest as our experts share their insights on global energy policy.
What China’s Retaliatory Tariff Means for US–China LNG Trade
On February 4, the Trump administration imposed an additional 10 percent tariff on all Chinese imports into the United States. China’s Ministry of Commerce responded by announcing new tariffs on US imports,...
Events
Find out more about our upcoming and past events.
February 13, 2025 - February 14, 2025
The Energy Transition from a Fiscal Angle: An Overview of Current Challenges and Mitigation Policies
This workshop will be conducted in two parts: Part one on February 12 from 1:00 PM to 2:00 PM EST, and Part two on February 13 from 2:00...
Event
• Center on Global Energy Policy
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 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.
More Episodes
The Battery Recycling Dilemma
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.
The Big Switch Podcast
• March 27, 2024
The Great Battery Manufacturing Race
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.
The Big Switch Podcast
• March 20, 2024
The High Stakes for Battery Ingredients
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 Big Switch Podcast
• March 13, 2024
The Mining Conundrum For Critical Minerals
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.
The Big Switch Podcast
• March 6, 2024
Relevant
Publications
Energy and Climate Issues During the Trump Administration’s First 100 Days
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.
With or Without Tax Credits, a US-Indonesia Critical Minerals Agreement Could Raise Environmental Standards and Diversify Supply
This commentary addresses the importance of Indonesian nickel supply to US climate goals, and why a US-Indonesia critical minerals agreement could be beneficial for both countries.
Commentary
by Tom Moerenhout • November 21, 2024
Financing the Responsible Mining of Critical Minerals Using Thematic Bonds: Roundtable Summary
The mining sector continues to face headwinds in attracting the necessary investments to meet the growing demand for critical minerals in clean energy technologies.
How the Next US President Could Shape Energy and Climate Policy
November’s election for president of the United States will have crucial implications for the nation’s and world’s energy and climate policies.
Blog
by Jason Bordoff, Karen E. Young, Erica Downs, Shayak Sengupta, Gautam Jain, Robert (RJ) Johnston, Ira Joseph, Luisa Palacios, Diego Rivera Rivota, Jonathan Elkind, Anne-Sophie Corbeau & Noah Kaufman • October 15, 2024
