ARTICLES, ISSUE BRIEFS, & REPORTS

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
California Home Solar

EnergySource

Aug 14, 2023

The IRA is transforming the US energy system—starting with homes

By Julia Pyper

One year after the IRA, the collective actions of households are powering a historic effort to modernize the US energy system by increasing system resilience, accelerating decarbonization, and bolstering economic stability. 

Climate Change & Climate Action Energy & Environment
Man holding an incandescent bulb.

EnergySource

Aug 9, 2023

The IRA supercharged US R&D. But does it go far enough?

By William Tobin

The IRA intends to stake a claim for US leadership in decarbonization by providing much needed funding for key clean energy research programs. However, US R&D spending has still not reached parity with historical levels.

Climate Change & Climate Action Energy & Environment

In-Depth Research & Reports

Aug 7, 2023

The on-ramp for hydrogen: The natural gas network

By Cynthia Quarterman

This Global Energy Center report examines how blending hydrogen into US gas pipelines can quickly support demand growth for this key technology for US decarbonization objectives. The report provides recommendations for how policymakers can create a favorable regulatory environment to overcome technical obstacles to scaling up hydrogen deployment.

Energy & Environment Renewables & Advanced Energy

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

EnergySource

Apr 28, 2022

The US should leverage 45Q for the graphite supply crunch

By William Tobin

The US is staring down a significant shortfall in the supply of graphite, a critical mineral to the energy transition. Synthetic graphite production using captured carbon could be the way forward, and the 45Q tax credit is the best tool policymakers have to stimulate it.

Energy & Environment Geopolitics & Energy Security

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
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