Pentagon’s Critical Mineral Stockpiling Plan Points To Shortage Expectations
Defense Logistics Agency is buying critical minerals to secure supply chains from China's control. Stockpiling efforts are ramping up.
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The conflict between Ukraine and Russia is intensifying and President Biden has warned that Putin could send troops into Ukraine any day.
NATO countries, including the US, are sending military equipment to Ukraine in preparation for the worst. But Germany is holding back. With gas prices at an all-time high, the future of Nord Stream 2 in limbo and the recent shutdown of nuclear plants: Can Europe be self-sufficient without Russian gas?
In this week’s episode, Jason Bordoff is joined by Stephen Lacey, host of The Carbon Copy podcast, to look at how we got here. Turns out a lot of it has to do with the geopolitics of the energy transition.
Together, they break down the tricky dynamics between Russia and the rest of Europe. Countries like Germany have invested vast amounts of money in renewables in the hopes of cutting dependence on imported fossil fuels, but how long will it take to get there?
Check out the Foreign Affairs article on this topic that Jason co-authored with policy expert Meghan O’Sullivan.
Trade tensions between the US and China have hit a new high mark. Last week, after China announced plans to ratchet up its export controls of some rare-earths...
Industrial policy, supply chain security, and economic competitiveness are central to how we think about clean energy deployment. As the Trump administration pulls back federal support for the...
Last year, an energy permitting reform bill sponsored by Senators Joe Manchin and John Barrasso passed out of committee but failed to gain full support in the US...
Following the rollback of key climate provisions from the Inflation Reduction Act, the debate over America's energy future is increasingly contentious. The passage of the One Big Beautiful...
CGEP scholars reflect on some of the standout issues of the day during this year's Climate Week
Plug-in electric vehicles (EVs) are reshaping the transportation energy landscape, providing a practical alternative to petroleum fuels for a growing number of applications. EV sales grew 55× in the past decade (2014–2024) and 6× since 2020, driven by technological progress enabled by policies to reduce transportation emissions as well as industrial plans motivated by strategic value of EVs for global competitiveness, jobs and geopolitics. In 2024, 22% of passenger cars sold globally were EVs and opportunities for EVs beyond on-road applications are growing, including solutions to electrify off-road vehicles, maritime and aviation. This Review updates and expands our 2020 assessment of the scientific literature and describes the current status and future projections of EV markets, charging infrastructures, vehicle–grid integration and supply chains in the USA. EV is the lowest-emission motorized on-road transportation option, with life-cycle emissions decreasing as electricity emissions continue to decrease. Charging infrastructure grew in line with EV adoption but providing ubiquitous reliable and convenient charging remains a challenge. EVs are reducing electricity costs in several US markets and coordinated EV charging can improve grid resilience and reduce electricity costs for all consumers. The current trajectory of technology improvement and industrial investments points to continued acceleration of EVs. Electric vehicles are increasingly adopted in the USA, with concurrent expansion of charging infrastructure and electricity demand. This Review details these trends and discusses their drivers and broader implications.