Why Japanās utility firms want to pull the plug on destination restrictions for LNG supply
A hardened feature of long-term LNG contracts, the destination clause, is coming under renewed scrutiny as the quest for flexibility gathers momentum.
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Rather than drill, baby, drill, it should be build, baby, build.
The Biden administration has stressed that building domestic electric vehicle (EV) battery recycling capacity is necessary to achieve critical material supply chain resilience and to meet the US energy transition goal of net-zero carbon emissions by 2050.
This commentary addresses the economics of the battery supply chain, who controls its key components, and, most importantly, how the IRA changes the position of the US in the global battery market.