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Rosten and Ainger
overall costs of climate change, overall solutions
Sevastopulo and White
tariffs; “maintenance of prior tariffs and imposition of additional tariffs ultimately make it harder for American companies to compete in the US and abroad.”
Geels et al
Socio-technical regimes and transitions
Geels et al.
3 levels: niche innovations, sociotechnical regimes, sociotechnical landscape
Geels et al.
Many actors in transitions
Geels et al.
German electricity transition
Nemet
Chinese solar revolution
Breetz et al.
Experience Curves: 3 stages
Breetz et al.
4 types of policy: increase cost, subsidize cost, increase quantity, reduce quantity.
EMBER
World surpasses 40% clean power as renewables see record rise
EMBER
Demand increase driven by increased cooling bc of higher temps so more fossil fuels
Stokes
Texas clean energy process
Diamond and Poirer
Monte Belo Dam
Youtube Video “How do EVs work?”
EVs more efficient than ICE engines; battery is 40% of EVs values.
IEA Report Electric Vehicles
On track for net-zero; road transport accounts for 1/6 of global emissions, so decarbonizing it with EVs is key.
IEA Cars and Vans
Long-term trend of increasing vehicle size and power
IEA trucks and buses
need to decarbonize trucks and buses
Climate and Community Institute
Evs lead to new demand for metals like lithium which leads to expansion of mining which leads to social and environmental harms
Climate and Community Institute
The US can achieve 0 emissions transportation while limiting the amount of lithium mining necessary by reducing the car dependence of the transportation system, decreasing the size of EV batteries, and maximizing lithium recycling
Financial Times
Northvolt site in Sweden working on battery cells for EVs
Financial Times
Europe needs to decrease dependence on China for EVs and battery cells as a matter of security and sovreignty
Financial Times
European Battery Alliance created to make an “innovative and competitive ecosystem for batteries in Europe”
Financial Times
Hyundai and LG energy solution have opened a $1.1 billion battery cell plant in Indonesia as they work to build an EV ecosystem
IEA Global Critical Minerals Outlook
Demand for key energy minerals continued to grow strongly, Driven by energy applications like EV's, battery storage, renewables and grid networks; supply increases driven by China, Indonesia, and DRC, exerted downward pressure on prices especially for battery metals
IEA Global Critical Minerals Outlook
need for diversification for energy, but minerals are moving in opposite direction. High market concentration leaves market vulnerable to supply shocks.
IEA Global Critical Minerals Outlook
in a world of high geopolitical tensions, critical minerals have emerged as a frontline issue in safeguarding global energy and economic security
Sanderson
Dirty nickel: Tesla trying to attain more nickel, essential for EVs
Sanderson
Nickel mined in Indonesia disposed using Deep Sea Tailings, where they just dump all their waste in the sea. This caused many issues with environment, peoples livelihoods fishing
Sanderson
More nickel in batter —> more energy storage, longer range
Sanderson
Tsingshan bought up a bunch of nickel stocks, then laid a claim in Indonesia before they announced a ban on raw nickel exports. Tsingshan set up Morawali Industrial Park, becoming largest stainless steel producer globally.
Sanderson
Environmental costs of nickel mining—deforestation, erosion, flooding, toxic waste.
Sanderson
EV supply chain “clean cars” for cities, but environment destruction for resource countries
Sanderson
China’s dominance in mining, western weakness due to costs, regulations, activism.
Earth Island Journal
Environmental group Friends of the Earth Indonesia (WALHI) sent petition to Elon Musk urging him to not invest
Financial Times
Gulf States invest in Africa, Asia, Lating America mining to diversify their economies beyond fossil fuels; resource countries are glad they don’t have to pick a side between US and China
IRENA
The Role of Hydrogen in the Energy Transition; hydrogen mainly used for crude oil refining, fertilizer production, methanol production
IRENA
Hydrogen is best reserved for the uses that have no viable alternative, Policy attention should be given to more mature and centralized hydrogen solutions—research, planning, supporting policies
IRENA
barriers for hydrogen: high cost, low level of technological readiness, low efficiency, renewable energy bottleneck, policy uncertainty, difficult to transport
Michael Libreich
Fertilizer Ladder. A tier: fertilizer, hydrogenation, methanol
Foreign Policy
Is hydrogen the future or a complete mirage? Economic and political concerts—tens of trillions of dollars, waste of money, likely limited role.
Financial Times
Fortescue energy drops their goal of producing 15M tonnes of green hydrogen annually, company will expand once renewable capacity is more developed.