The Biden administration has reintroduced Trump’s tariffs on e-bikes from China. That’s 25% tariffs on imported e-bikes and bike components made in China. An additional 25% tariff on Chinese-made battery packs used by e-bikes comes into effect in 2026. Nearly 100% of bicycles sold in the U.S. are manufactured abroad, with the vast majority coming from China. It’s all part of the U.S. policy to counteract unfair subsidies in China and develop … [Read more...]
EVs made of 40% Green Steel will add just €57 to the price of a new car
There are three big reasons why Europe’s auto industry should be given binding targets to increase the green steel content of their cars through to 2040. First, conventional steel production is a high-emissions activity, and both users and producers are struggling to bring it down. Second, emerging green steel producers need to secure major guaranteed users (the auto industry is steel’s second biggest customer) as this is their greatest … [Read more...]
Biden vs Trump: will the economics of Oil sway the U.S. presidential election?
Donald Trump has always backed oil and gas, and U.S. industry giants donated $7.3m to his campaign, three times more than for his 2020 run. Joe Biden has introduced green energy policies and other transition legislation, though he has also overseen an increase in domestic oil production and promised motorists he will keep petrol prices low. Both candidates know that U.S. voters are particularly sensitive to the price of their gasoline, in a land … [Read more...]
Private sector must jump start Lithium-ion Battery Recycling, as first wave of EVs now near end of life
The recycling of lithium-ion batteries is vitally important to the future of electric power, explains Gregg Smith at Orbia Advance, writing for WEF. Making a battery has a significant carbon footprint of its own. Yet recycling can be one tenth the cost of manufacturing a battery from scratch. And energy security is enhanced by lessening dependence on mining countries and other suppliers. It’s why Europe will require new batteries to contain at … [Read more...]
The Fossil Fuel system wastes 2/3rds of its energy before it gets to you. Inefficiency is driving it out (not just emissions)
Today’s fossil energy system is very inefficient: almost two-thirds of all primary energy is wasted in energy production, transportation, and use, before fossil fuel has done any work or produced any benefit. That’s almost 400 EJ wasted, worth over $4.5tn, or almost 5% of global GDP. Two activities - fossil fuel power plants and internal combustion engines - are responsible for almost half the energy waste globally. Daan Walter, Kingsmill Bond, … [Read more...]
Swappable EV batteries are on the rise in China and India. Why not the West?
Western governments are struggling to meet their targets for zero-emission vehicles, says ManMohan Sodhi at City University of London. There’s been a slowdown of sales that has a lot to do with the high cost of new EVs and the lack of charging infrastructure. Meanwhile, in China and India battery swapping – instead of charging your own battery – is on the rise. Swapping can take minutes. Knowing you can swap means you don’t need a big battery for … [Read more...]
Tariffs on China’s carmakers? Chinese joint ventures and on-shoring would be better
Both the U.S. and the EU are targeting China’s carmakers with tariffs. China is accused of providing state support that allows exported vehicles to be sold at cheaper prices than those of global rivals. The tariffs will allow U.S. and EU carmakers to build up their own domestic supply chains and catch up in competitiveness. But cheap EVs help accelerate the clean transition, so tariffs will only slow it down, certainly in the short term. And … [Read more...]
Zero-Emission Trucks can be cost competitive by 2035 (and much sooner depending on size and range)
Zero-emission medium- and heavy-duty vehicles (MHDVs) such as battery electric and hydrogen fuel cell electric, in every size and range category, can be cost competitive with their diesel equivalents by 2035. In several of those categories it can be much sooner – within the next six years - explains Julia Thomas at NREL. Researchers there have modelled how the total cost of driving for zero-emission and diesel MHDVs can evolve over time under … [Read more...]
A global review of Battery Storage: the fastest growing clean energy technology today
The IEA report “Batteries and Secure Energy Transitions” looks at the impressive global progress, future projections, and risks for batteries across all applications. 2023 saw deployment in the power sector more than double. Strong growth occurred for utility-scale batteries, behind-the-meter, mini-grids, solar home systems, and EVs. Lithium-ion batteries dominate overwhelmingly due to continued cost reductions and performance improvements. And … [Read more...]
Europe’s EV charging infrastructure roll-out is ahead of targets. It’s EV sales that are lagging behind
A T&E analysis reveals the speed of EV charging infrastructure deployment across the EU is a success story. This contrasts with stories of people being hesitant to switch to EVs because they fear there aren’t enough charge points. It also exposes the failures to meet EV sales goals: whatever the cause, it can’t be because the charging rollout is too slow. Across the EU, the number of chargers increased threefold in the last three years (and … [Read more...]
V2G: modelling how EV batteries can provide storage to the grid
V2G (vehicle-to-grid) technology allows parked EVs to store and/or inject electricity into the grid when needed. The main benefit is to avoid the expense and disruption of building dedicated large-scale grid batteries when EVs and charging infrastructure are already ramping up. Though most EVs and charge points are not V2G-ready, now is the time to plan ahead, measure the true potential and identify the challenges. Ibtihal Abdelmotteleb, Matteo … [Read more...]
10% of global GDP growth came from the new Clean Energy economy in 2023
The clean energy economy is making its mark on global GDP, explain Laura Cozzi, Timur GĂĽl, Thomas Spencer and Peter Levi at the IEA. It accounted for 10% of global GDP growth in 2023, primarily through three activities: manufacturing of clean energy technologies, deployment of clean power capacity, and clean equipment sales. Here, the authors present the in-depth results for four of the largest economies: the U.S, the EU, China and India, which … [Read more...]
EVs, Batteries: how can Europe use tariffs on China without starting a trade war?
Europe must decarbonise as fast as possible while safeguarding essential economic, social and security interests. Decarbonisation without deindustrialisation needs carefully thought-out trade policy, and tariffs can be an effective instrument, explains T&E, summarising its recently released paper. Almost a fifth of all EVs sold in the EU last year were made in China. Over half of those were made by Western carmakers operating in China, but … [Read more...]
France’s €100/month EV “social leasing” plan was oversubscribed, then closed. How to keep the momentum going
On January 1st France launched its flagship EV “social leasing” programme, at a typical price of €100/month, targeting 25,000 users. Within six weeks it was oversubscribed, forcing the government to close the scheme and alter the subsidy regime to accommodate the new total of 50,000. The programme’s popularity demonstrates its relevance and justifies its future expansion. However, the system needs to change if it is to meet the challenges … [Read more...]
Carmakers must stop complaining and meet the 2025 EU CO2 target (like they did in 2020, and profitably)
In 2025, the EU’s car CO2 regulation will require a 15% reduction of fleet emissions from new passenger cars sold in Europe, compared to 2021 figures. But some carmakers are saying this target is unfair, claiming that they cannot control the consumers’ appetite for EVs. They want targets relaxed or fines waived. Julia Poliscanova at T&E explains why their complaints are unwarranted for a number of reasons. Previous deadline dates show that EV … [Read more...]
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