Strategic Insights
The Battery Mineral Loop
A comprehensive strategy to address the rising demand for battery minerals.
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Strategic Insights
The Incredible Inefficiency of the Fossil Energy System
Over $4.6 trillion per year, almost 5% of global GDP and 40% of what we spend on energy, is wasted due to fossil inefficiency.
Electricity
X-Change: Electricity
Renewable energy – solar and wind – is on an exponential path which will lead to disruption of the global electricity sector this decade.
Strategic Insights
Six Solutions to Battery Mineral Challenges
Claims that it’s immensely destructive if not impossible to find enough minerals to make all the batteries that a global fleet of EVs will need are often exaggerated. They can become manageable if we include…
Industry
Reality Check: Greener, Friendlier Alternatives Exist for Rare Minerals in Batteries
Accessible alternatives to “critical materials” can make excellent EV batteries, solar cells, and wind turbines.
Strategic Insights
Profitably Decarbonizing Heavy Transport and Industrial Heat
Transforming the “harder-to-abate” sectors of heavy transport and industrial heat Is not uniquely hard and can be lucrative.
