EnergySource Explains

  • EnergySource Explains: Bolivia’s Role in Energy Transition Threatened by Lithium Uncertainty

    Electric vehicles (EVs) will play a central role in any potential global transition away from hydrocarbons and towards a more sustainable energy future. Projections of EV growth are widely bullish: by 2040, Bloomberg New Energy Finance projects 55 percent of new car sales and 33 percent of the global fleet will be EVs, while BP expects 30 percent of car kilometers to be covered by EVs. EV projections have been growing substantially in recent years, thanks in part to decreasing battery costs.

    However, the materials needed for advanced EV batteries have come under close watch because of their rarity and geographic concentration. Lithium is one such...

    Read More
  • EnergySource Explains: The Coal Phase Out Commission and Germany’s Struggling Climate Leadership

    This piece is the second in a series examining the opportunities and challenges facing the recently launched “Coal Exit Commission” in Germany. You can read the first piecehere.

    Earlier this month, former vice president and climate campaigner Al Gore delivered a tough message to Germany, calling the country’s narrative of climate leadership “out of date.” And while Environment Minister Svenja Schulze acknowledged Gore’s statement, she responded that she plans to bring Germany back on track as soon as possible. With coal still playing a key role in the country’s energy mix, many climate advocates have...

    Read More
  • EnergySource Explains: Amid Government Turmoil, Germany Dives Into Effort to Phase Out Coal

    This piece is the first in a series examining the opportunities and challenges facing the recently launched “Coal Exit Commission” in Germany. It will shed some light on the context surrounding the establishment of the Commission and explain the important role coal still plays in Germany.

    Amid political turmoil over migration, last month Germany launched its so-called coal exit commission, designated to determine an end date for coal use in Germany. The Commission, whose membership was formally announced in late June amid a political spat between Chancellor Merkel and Interior Minister Horst Seehofer over control of Germany’s borders, will hold its first plenary meeting this Friday.

    Read More
  • EnergySource Explains: Latin America: On Target for COP 24?

    In a new report, Atlantic Council Energy Advisory Group Chairman and Adrienne Arsht Latin America Center Senior Fellow David Goldwyn and co-author Andrea Clabough examine the progress Latin American countries, including the Southern Cone countries, Central America, and the Caribbean, have made in working toward their climate goals, with a focus on modernization and improved sustainability of the countries’ energy systems.

    The Issue: In December 2018, countries will meet in Katowice, Poland for the 24th Conference of the Parties to assess progress towards their commitments under the Paris Agreement. In advance of that meeting, Latin American countries have made impressive—if uneven—strides toward their climate goals, but serious challenges remain in many countries.   

    Read More
  • EnergySource Explains: US Nuclear-Power Leadership and the Chinese and Russian Challenge

    In this new issue brief, "US Nuclear-Power Leadership and the Chinese and Russian Challenge," Global Energy Center Senior Fellow Robert F. Ichord looks at the strategic significance of nuclear power, arguing “US global leadership and engagement in nuclear power are vital to US national security and foreign-policy interests.”

    The Issue: While nuclear power represents a key source of reliable, emissions-free, baseload power, contributes to a diverse energy portfolio, and represents a key area of technological leadership, the United States traditional international leadership role is being severely challenged, especially by China and Russia.  

    Read More
  • EnergySource Explains: Gulf’s Energy Sector in the Diversity Driver’s Seat

    March 8 is international women’s day. This year, the theme is to “press for progress” and one area women have been seeking—and making—progress is in representation in the workplace. Nowhere is this more in focus than in the Gulf countries, where the inclusion of women in the workforce is part of overall efforts to diversify economies away from hydrocarbon revenue.

     RBC Women in Energy Infographic

    Read More
  • EnergySource Explains: How Has Russia Responded to Energy Sanctions?

    The Global Energy Center report, Impact of Sanctions on Russia’s Energy Sector, assesses the impact of sanctions imposed on Russia’s energy sector, specifically targeting future oil development, in 2014.

    Read More
  • EnergySource Explains: The Rush for Battery Resources

    The transition to electric vehicles (EVs) is already underway, and its pace is expected to increase in the coming years. The number of EVs on the road worldwide is projected to grow from one million this year to 24.4 million by 2030.

    Such growth in the EV fleet will require a significant expansion of battery production, specifically of Lithium-ion batteries. Although several types of Lithium-ion batteries can be used in EVs, they all contain lithium, cobalt, and nickel, metals which can carry significant supply and price risks.

    Read More