103. Battery chemistry: China against the Wor...

For our final episode of the year, Laurent jumped onto the Wolfe Power podcast, where he and host Alex Wolfe took a no-nonsense tour through the big energy moments that shaped 2025. Deals of the Year: The spectacular offshore wind meltdown in the US — Orsted’s year of pain — cont ...  Show more

Will artificial intelligence reshape the power grid, or will the inertia and complexity of today’s infrastructure slow progress—or even redefine how large language models, chips, and datacenters are designed and located? To meet the exponential rise in energy demand, parts of the ...  Show more

Can we meet the soaring demand for lithium, a vital metal for electric cars and green energy? Mining is concentrated in a limited number of countries such as Australia and Chile. And with China dominating the manufacture of electric car batteries and already accounting for the im ...  Show more

Lithium-ion batteries (LIBs) are set to play a key role in the transition to a decarbonized world. They are one of the principal energy sources for electric vehicles, grid storage and many consumer electronics. As things stand, however, the way that we produce and manage LIBs ove ...  Show more

Le marché des minéraux critiques nécessaires à la transition énergétique a doublé de taille au cours des cinq dernières années. Mais l’offre reste encore concentrée dans les pays déjà dominants, selon un rapport annuel de l’Agence internationale de l’énergie. La concentration de ...  Show more

With global temperatures rising and an increasing urgency to speed progress on the energy transition, our Head of Sustainability Equity Research examines the key materials needed—and the risks of disruption from US-China trade tensions.

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