Why Japan’s 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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This is the second episode of a five-part series exploring the lithium-ion battery supply chain. If you haven’t listened to the first episode, we recommend you start there.
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.
It can feel like a contradictory mission. To save the planet, we have to mine more minerals; but mining and processing those minerals increases emissions and often negatively impacts indigenous communities and the environment.
In this episode, we start at the beginning of the battery supply chain—lithium mining.
We’ll ask why so much rides on where and how we source lithium, and whether we can balance growing demand with local communities and the land.
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.
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...
November’s election for president of the United States will have crucial implications for the nation’s and world’s energy and climate policies.
Revitalization and expansion of the Lobito Corridor, which spans Angola’s Lobito Port to the Democratic Republic of Congo (DRC) and Zambia, is poised to reshape Southern Africa’s economic...
President Biden has merged the nation’s climate and trade policy strategies, with tariffs as a defining feature.[1] Duties have been imposed on imports of solar panels, steel, aluminum,...
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.