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The Center on Global Energy Policy (CGEP) at Columbia University's School of International and Public Affairs (SIPA) is thrilled to announce the selection of the second cohort of...
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On June 2, Mexican citizens will head to the polls to elect the successor to President Andrés Manuel López Obrador. Among the most confrontational points of contention between...
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Geopolitics looms large over the global economy. A recent client survey by Goldman Sachs found geopolitics is the top investment risk of this year, overtaking inflation and the...
This is the fourth episode of a five-part series exploring the lithium-ion battery supply chain. If you haven’t listened to the first three episodes, we recommend you start there.
China has been the world’s biggest battery manufacturer for over a decade. Chinese companies got in the game early, building an industry from scratch in the 2000s. By 2022, according to the IEA, China manufactured 76% of the world’s batteries.
But that’s changing. Battery factories in the U.S. and around the world are running 24/7 to churn out millions of cells – thanks to growing demand for storage all over the world, and government support for local manufacturing.
In this episode, we’re exploring the rapid buildout of factories to support the battery economy. We’ll tour a lithium-ion battery factory in upstate NY to see how batteries are made at scale. And we ask where a small US factory fits into a global battery market dominated by China.
So far over this season we've traced the global lithium-ion battery supply chain from mining to processing to manufacturing. And we've put it all into a geopolitical and economic context.
Batteries can replace gasoline in our cars, or diesel in our generators with electricity. But batteries and petroleum-based fuels share something in common: they both rely on energy-intensive processes to turn extracted materials into something useful.
To produce enough batteries to reach global net-zero goals, the International Energy Agency says we'll need to increase production of critical minerals by six fold by 2040. It's a monumental task.
Season 4, Episode 1 Batteries are at the center of the clean energy economy. Will they shape geopolitics in similar ways to oil? We need to electrify much...
Electric vehicle (EV) batteries are a major source of critical mineral (CM) demand. Reducing the CM intensity of electric mobility (e-mobility) is crucial for easing supply chain pressure,...
In December, the US Treasury Department released a proposed rule for the Advanced Manufacturing Production Tax Credit, part of the Inflation Reduction Act (IRA). Better known as 45X,...
CGEP convened a roundtable during Climate Week NYC to discuss challenges of expanding lithium supply for the energy transition.
Recently CGEP, in partnership with Columbia Global Centers | Santiago and the Center on Business and Society at the Business School - Universidad Adolfo Ibañez in Chile, hosted a private roundtable.
