In June, The White House issued its 250-page report on the global critical minerals supply chain, and how the U.S. can ensure continued supply as well as build up its own mining and manufacturing base. It is the fullest picture so far of how the U.S. is evaluating mineral access and supply chain resilience, says Reed Blakemore at the Atlantic Council Global Energy Center. Here he reviews the report, in particular the section on energy which … [Read more...]
Green EV Batteries: tighter rules can advantage and boost manufacturing in Europe
Policies like the “green” labelling of EV batteries would give a significant advantage to European manufacturers, as well as accelerate the cleaning up of the supply chain. EU firms are better than most foreign battery manufacturers at monitoring and reducing emissions, writes Carole Mathieu at the IFRI Centre for Energy & Climate, referencing her report “Green Batteries: A Competitive Advantage for Europe’s Electric Vehicle Value Chain?” The … [Read more...]
Create new laws to help bring Battery manufacturing to Europe
Europe should start leading battery manufacturing instead of leaving it to China, argue Alex Keynes and Cecilia Mattea at Transport & Environment. With laws spreading across the continent to make electric vehicles compulsory for new car purchases, this is a growing and strategic market. But a firm grip on battery manufacture emissions, as well as ethical sourcing and recycling, has to be part of the plan. The authors give a template of what … [Read more...]
IEA: Three ways governments can keep Renewables growth on track
Before the coronavirus pandemic, 2020 was set to be another record year for renewables installations. That is now looking very unlikely. Heymi Bahar at the IEA identifies three main challenges facing the growth of renewables due to the global economic consequences of the pandemic: Supply chain disruptions, anywhere, will surely lead to delays in completing projects everywhere; Compounding those delays, major renewables incentives expire at the … [Read more...]
Solar consumption and manufacturing: can Europe re-take the lead?
As a solar consumer Europe already plans to re-establish itself as a leader. European solar’s share of total consumption, 5% in 2018, is set to be 36% by 2050. There are three main drivers for progress: increasingly ambitious national targets, the rise of low-cost solar helped by the increase in CO2 costs, and digitalisation. But what about manufacturing? Practically all Europe’s solar cells are bought in cheaply from China and the Far East. … [Read more...]
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