Regenerate Technology的动态

In a new report,?"The Lithium Triangle: To Be or Not to Be Successful", the Wilson Center’s Latin America Program examines the region’s lithium industry, its role in regional economic development, and its importance to the global energy transition. This flagship report, the second in a series from the Lithium Triangle Initiative, examines China’s increasing presence in Argentina’s lithium industry and its distinctive investment strategies; Chile’s potential for expanding its lithium production as well as the challenges posed by institutional, political, environmental, and social considerations; and the diverse factors that have so far prevented Bolivia from developing its vast lithium resources. Please join us on?Thursday, May 2, 2024, from 11 a.m. to 12 p.m. (ET), for a virtual conversation with the report’s authors Juliana González Jáuregui, Diego von Vacano, PhD, and Ricardo Becker as well as the editor of our flagship report on Latin America’s lithium sector Patricia I. Vasquez. This event is part of our Latin America Energy Transition Initiative. RSVP here! https://lnkd.in/eA8GiJYP

In a new report,?"The Lithium Triangle: To Be or Not to Be Successful", the Wilson Center’s Latin America Program examines the region’s lithium industry, its role in regional economic development, and its importance to the global energy transition. This flagship report, the second in a series from the Lithium Triangle Initiative, examines China’s increasing presence in Argentina’s lithium industry and its distinctive investment strategies; Chile’s potential for expanding its lithium production as well as the challenges posed by institutional, political, environmental, and social considerations; and the diverse factors that have so far prevented Bolivia from developing its vast lithium resources. Please join us this week on?Thursday, May 2, 2024, from 11 a.m. to 12 p.m. (ET), for a virtual conversation with the report’s authors Juliana González Jáuregui, Diego von Vacano, PhD, and Ricardo Becker as well as the editor of our flagship report on Latin America’s lithium sector Patricia I. Vasquez. This event is part of our Latin America Energy Transition Initiative. RSVP here! https://lnkd.in/eA8GiJYP

The energy transition, which includes electric vehicles and renewable energy technologies, is expected to fuel a surge in copper consumption over the coming years as the world moves towards eliminating carbon emissions. #EnergyTransition #Copper https://lnkd.in/dbV4WGr7

?? This week's featured article is FREE to read, for a limited time only, here: https://lnkd.in/d3ryd9HC "Following supply-side shocks created by Covid-19, then perpetuated by Russia’s war in Ukraine, and hammered home by rising tensions in the Middle East around major global shipping lanes, inflation looks to finally be coming under control in most major economies. This will enable a shift back towards lower interest rates as countries – particularly countries with elections coming up – look to encourage growth that has been lost and claw back the living standards that come with it." - Connor Watts, Senior Battery Analyst, Rethink Technology Research, is available for comment/interview. // Falling #interestrates will drive material prices higher this year // China also beating the West on price with #windturbines // The Silver Institute forecasts #solar #silver demand up 20% in 2024 // Grupo Antofagasta Minerals CEO claims #copper to enter deficit in 2024 // #Glass to boost #electrolysis learning curve with 50 GW potential // How far has China gotten with #SAF? // Are we yet to see the last twist in #lowcarbon #steelmanufacturing? // China’s monthly #newelectricvehicle sales surpass 50% in first half of April // U.S. Department of Energy (DOE)’s 100 GW #grid solutions dodge // Renewables orders this week // Worth Noting in the world of #renewables this week Rethink Energy analysis and reporting from Andries Wantenaar, Bogdan Avramuta, Connor Watts #solarpower #hydrogen #electricvehicles #EV #Battery #batterytechnology #mining #rawmaterials #windpower #electricitygrid

Check out the U.S. Department of Energy's 2023 Critical Minerals Assessment report, which evaluated materials for their criticality to global clean energy technology. The report will guide prioritization of research, development and deployment strategies by analyzing materials most critical to securing a decarbonized clean energy future. Africa plays a pivotal role in the global supply chain with vast resources like cobalt, lithium, and rare earth elements. Findings from this report will support Africa’s clean energy transition efforts. https://lnkd.in/exh_t-d2

Rare earths demand is expected to double by 2030, and there are fears of shortages since in December 2023, China banned the export of some rare earth elements and processing technologies.? Energy transition metals are not just about electrification and batteries. Themes underlying the WisdomTree Energy Transition Metals and Rare Earth Miners Index? (WTMRARE), developed with Wood Mackenzie, include electric vehicles, transmission, charging, energy storage, solar, wind, and hydrogen. Whereas market cap weighted indices are by definition dominated by mega caps and large caps, but WMTRARE has 63% in mid-caps (USD 2-10 billion) and 15% in small caps (below USD 2 billion). Read the article by ULTUMUS here: https://hubs.li/Q02t3LYX0 #earthmetals #financialtech #minersindex #etfdata

New Oxford Institute for Energy Studies Oxford Energy Forum - Responding to the China challenge: Diversification and de-risking in new energy supply chains ???Link to Oxford Energy Forum: https://lnkd.in/e56Kvz-R ?? As tensions between the West and China deepen, critical minerals and materials for strategic technologies, including for low-carbon energy, have become one of the battlegrounds. ?? China’s centrality to the supply of some of these critical minerals and materials has prompted Western governments to put in place countermeasures to ease their dependence on China. But as this issue of the?Oxford Energy Forum?explores, reducing China’s role is more easily said than done. ?? The authors in this issue unpack China’s dominance throughout the value chains for solar cells, wind turbines, and lithium-ion batteries, looking at some of the policies and corporate strategies that have enabled this. ?? They also assess the effectiveness and impact of government responses to China, especially in minerals and materials. ?? The articles in this issue discuss how mineral producing countries (including Australia and Latin American countries) are looking to diversify their investors and off-takers and balance their economic and strategic relations with China and the West. ?? Meanwhile, a number of articles also analyse consumer government’s efforts to de-risk (such as Japan, the UK, Sweden and the US) and argue that while they have had some success in diversifying supply chains, de-risking remains an elusive objective. A better assessment and understanding of the risks is needed. Contributors: Philip Andrews-Speed Diwangkara Bagus Nugraha Parul B. Victoria Barreto Vieira do Prado John Coyne Anders Hove Stein Kristiansen Dan Marks Ahmed Mehdi Michal Meidan Tom Moerenhout Indra Overland Ian Satchwell Brad Simmons Henrik Wachtmeister #China #NewEnergySupplyChains #lithium #graphite #WindTurbines #SolarPanels #batteries #ElectricVehicles #gallium #germanium #RareEarths #innovation #IRA #EnergyTransition

As the world races toward clean energy, Indonesia's role as a key supplier of nickel—a critical component for EV batteries—comes with significant challenges. In our article for the Oxford Energy Forum, my co-authors Stein Kristiansen, Indra Overland, and I explore how reliance on coal-fired power for nickel smelters raises environmental and strategic questions for Indonesia and global supply chains.?