The IAA proposal is a solid start, but T&E’s position paper argues that many loopholes must be closed to effectively scale a European battery value chain. T&E supports strong Made-in-EU policies to build Europe’s economic resilience, safeguard jobs and advance its climate and security objectives. The EU should ensure a … [continued]
ChatGPT generated map showing China’s shift from coal-based aluminum in the north and northwest toward hydropower in the southwest, with growing secondary aluminum recycling nationwide
China’s aluminum manufacturing CO2 emissions likely peaked in 2024, not because production collapsed or because a single policy suddenly bit, but because the structure of where aluminum is made and how it is made changed in ways that compound over time. Aluminum is a useful material to examine because it … [continued]
Whitehouse, DelBene’s bill puts fee on products that exceed U.S. average carbon intensity WASHINGTON, DC — Today, Senator Sheldon Whitehouse (D-RI) and Representative Suzan DelBene (D-WA) introduced the Clean Competition Act of 2025. The bill would boost clean, American manufacturing and cut industrial pollution in the United States and abroad. The … [continued]
Google Gemini generated this infographic showing the economic ripple effects of electricity scarcity and aluminum tariffs, culminating in higher consumer costs and delayed electrification
A collision between AI data centers being built—in the current AI bubble and with full throated support by the Trump Administration—and aluminum smelters for electricity is no longer theoretical. Utilities across the United States are facing binding constraints on generation and transmission. When presented with competing requests for hundreds of … [continued]
"Mudpots bubble and steam near the Salton Buttes lava domes, a volcanic area at the southeastern end of the Salton Sea, California." Image credit: Deborah Bergfeld, USGS.
Critical minerals, such as copper, cobalt, and silicon, are vital for energy technologies, but most critical minerals markets are less transparent than mature energy markets, such as crude oil or coal. Like other energy markets, many supply-side and demand-side factors influence pricing for these energy-relevant critical minerals, but critical minerals supply chains contain … [continued]
Making EU cars with green aluminium would save as much CO2 a year as removing 900,000 fossil fuel cars from the road. As tailpipe emissions decline due to the adoption of electric vehicles, there is increased focus on car production which accounts for 60% of an EV’s climate impact. Of … [continued]
The global aluminum industry is decarbonizing, with an assist from renewable energy and new energy management software.
A slew of tariffs are emanating from the Oval Office that are designed to show the world who’s boss. Be careful what you wish for, people.
Carbon emissions in China have decreased for the first time in many years, but the reasons for the decline are troubling.
Slide from presenting on decarbonizing industry for ISGF seminar series by Michael Barnard, TFIE Strategy Inc
Under the auspices of the India Smart Grid Forum, the think tank founded as an umbrella organization over India’s 28 state utilities to provide thought leadership, share leading practices, and bring international insights to India, I’m delivering bi-weekly webinars framed by the Short List of Climate Actions That Will Work. With the … [continued]
