Major U.S. solar manufacturers call for new tariffs on panels made from Southeast Asia, which builds on existing ones facing China, Canary Media reports.
The carrots versus sticks discussion toward the end of the article is interesting. The impact of the Inflation Reduction Act carrots has been large!
Reaching some of the most ambitious global climate goals will demand four times as much copper as is currently used, if copper continues to be used the way it is today, Bloomberg reports.
This insightful piece from Akshat Rathi shines a spotlight on copper's vital role in the energy transition, a forthcoming supply crunch and ways to recycle and/or use less copper and improve refining.
The president of Azerbaijan, host country of the COP29 summit, defended the country's fossil fuel sector, arguing oil and gas will be needed for years to come due to European demand, the FT reported.
It's true Europe is hungry for Azeri gas in its efforts to diversify from Russia. In fact, Norway offers a similar discourse for its increased production. But can these arguments hold at the COP?
The Wall Street Journal looks at the plight of one French solar manufacturer trying to compete with Chinese products.
Another reminder, if one is needed, that competing with Chinese companies on high performance, core clean technologies will be very challenging, even with very high tariffs.
Chinese car maker BYD, the world’s largest manufacturer of electric vehicles, has a bevy of hard-won advantages as it attempts to “go global,” Financial Times reports.
It can be hard to fully appreciate how much BYD has eked out competitive advantage from every aspect of electric car making, from battery chemistry to chips to car design.
Alongside the EPA's very big power plant emissions announcement, the Biden Administration also announced a few efforts aimed at improving the U.S. transmission system on Thursday.
Federal permitting reform for new transmission lines is a good step, and it's encouraging to see the White House set a goal to upgrade 100,000 miles of transmission lines over the next 5 years.
Battery costs have fallen by more than 90% in the last 15 years, and in 2023, battery deployment in global power systems more than doubled, according to a report from the International Energy Agency.
The real kicker to me from this IEA report is that for the world to meet its 2030 climate goals, energy storage capacity has to increase sixfold, IEA says, and battery storage needs to be 90% of that.
Tritium, which supplies 30% of the United States electric-vehicle charging equipment market, has gone insolvent, Canary Media reports.
This is troubling. Other major EV charging companies have other businesses to offset challenges here, the story importantly notes.
Sunnyvale, California-headquartered startup Chemix raised $20 million to develop its technology that uses AI to develop better EV batteries faster, according to this report from Bloomberg.
Data centers that drive AI demand a ton of energy, making AI a potential climate drag, but AI can also help find climate solutions, as reporter Michelle Ma points out in this piece.
World Bank Chief Ajay Banga wants to keep his institution's focus on tackling global climate problems, not prodding the U.S. and others to reduce fossil fuel spending, POLITICO Pro reports.
Mr. Banga made it clear his job is to use the Bank's funds to assist emerging and developing countries that are looking for a low-emissions pathway to grow their economies.