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EnergySource

Mar 6, 2025

How shifting political leadership, war, and generative AI are shaping the energy outlook: Insights from the 2025 Global Energy Agenda

By Landon Derentz, Christine Suh, Bailee Mathews

Political shifts, heightened conflict, and the growth of generative AI are transforming the energy system. Leadership perspectives and survey results from the Atlantic Council's 2025 Global Energy Agenda provide a valuable roadmap for adapting to the evolving energy landscape.

Energy & Environment Energy Markets & Governance

EnergySource

Aug 29, 2024

The US government should build a Resilient Resource Reserve for wartime and peacetime

By Gregory Wischer and Morgan Bazilian

China currently dominates critical mineral supply chains, putting American security needs at risk. Congress should both incentivize domestic mineral production and mitigate supply disruptions to the US military in a potential conflict with China by building a physical stockpile of strategic minerals that would last for five years.

China Energy & Environment

EnergySource

May 9, 2024

China builds more utility-scale solar as competition with coal ramps up

By Joseph Webster

China's transition to more utility-scale solar installations furthers its decarbonization efforts. However, regional resource limitations, limited interprovincial electricity transfers, and cheap coal present structural and economic headwinds.

China Energy Transitions

EnergySource

Apr 16, 2024

What Iran’s attack on Israel means for global energy

By Atlantic Council experts

On the weekend of April 13th, energy markets have shown a muted response to Iran’s unprecedented attack on Israel. As Israel weighs its response, the risks to fuel prices and global energy security are extremely high. Our experts comment on what to watch for.

Energy & Environment Energy Markets & Governance

Testimony

Sep 15, 2023

Planning around strategic supply chains will require more than just ‘listing’ of critical minerals

By Reed Blakemore

We need to ensure that our minerals policy does not become overly clerkish, prescribing problems rather than solving them. Capturing the supply/demand dynamism between each critical mineral will illuminate the pathways to build a cohesive minerals strategy.

Energy & Environment Energy Transitions
Salar de Olaroz Lithium Mine, Argentina

EnergySource

Aug 16, 2023

One year after the IRA, the hard work to build resilient mineral supply chains is only beginning

By Reed Blakemore, Paddy Ryan

Twelve months since the IRA’s bet big on alternative mineral supply chains, the clean energy commodities market is changing. Washington’s strategy must change along with it.

Energy & Environment Energy Transitions

EnergySource

Mar 30, 2023

The US clean energy transformation can’t happen at the expense of national security

By Francis R. Fannon

The pace of the energy transition has, to this point, depended on low-cost Chinese production. But the supply chains that have driven clean tech deployment jeopardize US national security and must be remade.

Energy & Environment Energy Transitions

Issue Brief

Sep 13, 2022

Alternative battery chemistries and diversifying clean energy supply chains

By Reed Blakemore, Paddy Ryan, William Tobin

In an ecosystem of growth for batteries for grid storage and electric vehicle applications, alternatives to the lithium-ion battery chemistry may play an increasing role in alleviating supply chain woes and enabling deep decarbonization.

Australia China

EnergySource

Sep 13, 2022

In an ecosystem of growth for batteries, a diversity of options is key

By William Tobin

In the current battery market, much of the demand—and much of the supply chain stress—falls on lithium, whose electrochemical properties make it ideal for energy storage. But other battery technologies could play their own roles, particularly in grid-scale storage. An all-of-the-above approach would allow them to contribute significantly to the energy transition.

Energy & Environment Energy Transitions

EnergySource

Aug 8, 2022

The Inflation Reduction Act places a big bet on alternative mineral supply chains

By Reed Blakemore, Paddy Ryan

The Inflation Reduction Act's consumer electric vehicle tax credit will create strong demand for alternative minerals, sourced and processed outside of existing supply chains. The ability for these alternative supplies to meaningfully diversify mineral value chains hinges on further investment and policymaking effort.

Energy & Environment Energy Markets & Governance
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