minerals

Waste from end-of-life solar panels and other solar-related equipment provides an opportunity to recover valuable materials, along with other benefits. The International Renewable Energy Agency said that by 2030, the cumulative value of recoverable raw materials from end-of-life panels alone will be about $450 million worldwide, which the agency said is equivalent to the cost […]

Climate legislation such as the Inflation Reduction Act, which aims to cut U.S. greenhouse gas emissions up to 43% below 2005 levels by 2030, has shifted the already critical need for domestic minerals into

When the White House signed an executive order to get to 50% electric vehicle (EV) sales share by 2030 while relying on American manufacturing, there were some serious concerns about whether the U.S. could make that many EVs, and then create the infrastructure in time to support that many new EVs on the road. COMMENTARY […]

The venerable business of commodity trading, already in the news for the supply chain impacts of COVID, has moved to center stage with the war in Ukraine. Impacts of Russia’s invasion could ripple to manufacturing of all kinds, especially the clean energy transition we need to meet climate goals. COMMENTARY Within the first week of […]

The shift to a clean energy system is set to drive a significant increase in requirements for critical minerals. Under an International Energy Agency (IEA) scenario that meets the Paris Agreement goals, clean energy technologies’ share of total critical mineral demand will likely soar over the next two decades to over 40% for copper and […]

Building new solar PV plants and wind farms, and supporting an expansion of electric vehicles (EVs) and green hydrogen as is planned to meet decarbonization goals, will dramatically expand demand for copper