Joseph Webster at the Atlantic Council’s Global Energy Center takes stock of the European wind sector’s dependence on China. Nobody wants geopolitics and a worsening relationship with Beijing to disrupt positive cooperation in the urgent energy transition. The news is mostly good: the dependence is low because the international trade in turbines is constrained by weight-to-value ratios, transportation costs, and local content requirements. In … [Read more...]
Critical Minerals: will there be enough to meet the 2050 net-zero emissions target?
If the production and processing of critical minerals cannot keep up with the accelerating adoption of batteries, EVs, wind turbines and solar PV technologies, the pace and success of the global energy system transformation will be put at risk. In this explainer, Lilly Yejin Lee and James Glynn at the Center on Global Energy Policy, Columbia University address the big questions, drawing on the data underlying the IEA’s “The Role of Critical … [Read more...]
The 7 battery technologies that can be cost competitive by 2030 for EVs to grids
Rapid performance improvements, falling prices and massive investment is accelerating us towards a time when batteries undercut fossil fuels for storage and despatch, right across the board, according to a report by Rocky Mountain Institute. The authors, Charlie Bloch, James Newcomb, Samhita Shiledar and Madeline Tyson have made forecasts for 7 battery technologies: the current leader Li-ion as well as Li-Metal, Li-Sulphur, Zinc, High … [Read more...]
