Content

Report

Mar 27, 2022

The United States, Canada, and the minerals challenge

By Reed Blakemore, Paddy Ryan, Randolph Bell

An energy mix enabled by clean technologies will be far more mineral-intensive than its hydrocarbon-based predecessor. Demand for minerals like lithium, nickel, and cobalt is projected to skyrocket over the coming years, with supply chains largely unprepared to scale up accordingly. And procurement of these minerals has been plagued by concerns over environmental impact, human […]

Americas Energy & Environment

EnergySource

Mar 11, 2022

As the US struggles to “green” supply chains, new EU battery regulation offers lessons

By Emily Burlinghaus

The EU's pending Batteries Regulation is an ambitious framework to impose strict sustainability standards on the technology most important to electrification. To secure access to the lucrative EU market, global battery manufacturers will need to clean up their supply chains. US policymakers should take heed.

Energy & Environment Energy Markets & Governance
An electric vehicle charger

Report

Nov 16, 2021

The role of minerals in US transportation electrification goals

By Reed Blakemore

Electric vehicles will play a pivotal role in US efforts to reduce emissions and meet climate commitments under the Paris agreement. For the United States to deliver on the “decade of ambition” President Biden declared at COP26 in Glasgow, it must tackle the 30 percent of its greenhouse gas emissions originating from transportation. To that […]

Geopolitics & Energy Security Renewables & Advanced Energy

EnergySource

Jun 10, 2021

Biden-Harris administration hundred-day supply chain review: Key takeaways for minerals security in the energy transition

By Reed Blakemore

The White House has recently released findings from a hundred-day review of supply chains, which included specific recommendations for securing key minerals and metals critical to the energy transition. This report serves as an important first step as the United States begins to address the mineral supply chain challenge, and highlights several important themes policymakers will continue to grapple with as they search for solutions.

Energy & Environment Energy Transitions

EnergySource

Mar 12, 2021

These three baseload technologies are critical to achieving zero-carbon electric vehicles

By Bryant Jones

As electricity demand swells as the electric vehicle market grows, it is unlikely that short-term battery storage, intermittent renewables, and efficiency improvements alone can provide all of the necessary electrons. These technologies need to be paired with distributed, zero-carbon baseload capacity, and the debate about what technologies can meet anticipated demand is just beginning. Cue geothermal, hydroelectric, and nuclear power.

Energy & Environment Energy Transitions

EnergySource

Jun 24, 2020

Automaker electric vehicle plans ‘progressing at a rapid pace’ despite pandemic, economic downturn

By Julia Pyper

The global electric vehicle (EV) market is going through a rough patch amid the COVID-19 outbreak. The pandemic led to economy-wide lockdowns and supply chain disruptions across the automotive industry. Coupled with a historic decline in oil prices that brought down gasoline prices, these factors are likely to put a significant dent in EV sales in the near term. But automakers are not turning away from the EV market despite recent setbacks. To signal their intent, several major auto industry executives have taken steps to underscore their commitment to vehicle electrification coming out of the pandemic slump.

Climate Change & Climate Action Coronavirus