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Foreign policy for U.S. energy technology and critical minerals
Revolutionary shifts are underway in energy and mineral geopolitics. Clean tech has become a central demand driver of critical minerals, which have dual use applications in the defense sector. These technological transformations will influence the future of industrial power – and the United States is behind China in almost every sense. Bipartisan goals of mineral autonomy and technological superiority can […]
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Can the Arctic be a significant contributor of critical minerals for the global energy transition?
This paper assesses the potential of the Arctic to make a significant contribution to the future supply of critical minerals. It is one of the first, possibly the first, attempt to do so at a pan-Arctic scale and with a focus on critical minerals for the energy transition. The demand for critical minerals is rising in support of the low-carbon […]
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Critical mineral supply chains, electric vehicles, and the role of technological innovation
This issue brief considers questions related to innovation that affects supply chains for EV critical minerals and the policy challenges in scaling up nascent technologies for commercial deployment. Growing adoption of electric vehicles (EVs) increases the demand for critical minerals used in EV batteries and motors. The stability and reliability of supply chains for these materials are significant concerns because […]
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U.S.-Japan Critical Minerals Agreement
On March 28, 2023, the United States and Japan signed a critical minerals agreement (CMA) covering five key minerals related to the production of batteries for clean vehicles (commonly referred to as electric vehicles or “EVs”). The U.S.-Japan CMA entered into force immediately upon signature.
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MARKET INSIGHTS
Africa’s role in the global race for critical minerals
The transition to renewable and low-carbon energy sources requires a significant increase in demand for critical minerals, such as lithium,...
Iberia dominates European Hydrogen Bank auction
The European Commission has awarded €720 million across a 10-year horizon to 7 renewable hydrogen projects through the inaugural auction...
Chile’s state-centric lithium policy may deter investment
The Chilean government recently published the results of a request for information (RFI) intended to gauge investment interest in the...
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