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Strategic Analysis and Engagement

Peaking: Why Peaks Matter

This is the third report in our series on peaking fossil fuel demand. It focuses on why peaks matter to financial markets.

Peaking: A Theory of Rapid Transition

The Ukraine crisis shows that we must now act with speed, agility, coordination, and an integrated vision to create a prosperous climate-safe and energy-secure world.

assorted batteries

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 solutions often overlooked.