US Energy: The Minerals and Materials at Risk

Although the conflict in Iran keeps dominating the news cycle, investors have an eye on the upcoming U.S. midterm elections. Our Deputy Global Head of Research Michael Zezas and Head of Public Policy Research Ariana Salvatore consider policy implications – from healthcare and con ...  Show more

Back from the IMF Spring Meetings in Washington, Simon Waever and Seth Carpenter unpack what policy makers and investors could be underpricing: the growth hit from higher energy costs, the risk of too much tightening by central banks and why emerging markets still look resilient. ...  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

As the growth of the EV market and Energy Storage continues unabated, we wanted to know what the current State of Play in the Battery industry is. In 2023, China dominates the Li_Ion battery market and its main companies, BYD and CATL are – alongside Tesla – blazing the trail of ...  Show more

The growth of electric vehicles has heightened concerns about China's current dominance in lithium-ion batteries. So as part of the Inflation Reduction Act, the US government is spending money and providing tax credits to companies that are attempting to build up a domestic suppl ...  Show more

The US Clean Energy Boom: What Might Stop It?

The US Inflation Reduction Act, signed into law by President Joe Biden last August, has transformed the outlook for low-carbon energy in the US, because of the array of tax credits and other policy ...