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minerals


White House Calls on Defense Production Act to Bolster EV Battery Supply

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…


Minerals Crucial to Clean Energy Transition Among Ripple Effects of War in Ukraine
solar-pv

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…


THE BIG PICTURE: Critical Mineral Concerns

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…


Energy Transition Facing Potentially Debilitating Critical Mineral Supply Gap

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…