Summary Since the passage of the Inflation Reduction Act, efforts to secure the supply of energy transition commodities have intensified considerably. The Biden Administration has announced prizes, research and development initiatives, and loans for recovery projects to improve the U.S. supply...
This is a continuation of our Contingent Supply series. The first piece described why storing spodumene would be a worthwhile endeavor for a lithium strategy. This piece describes the importance of selecting the right location for spodumene reserves.
In a continuation of our Contingent Supply series, we explore how a critical minerals club could undertake our SPR approach to boosting production of a highly volatile commodity, lithium.
With the generational investments of the IIJA, the chips for America act, and the IRA, "Decarbonization commodities" will be scarce relative to demand, and dominated by only a few nations, including China.
Energy price volatility, which may be with us for quite some time as we pursue decarbonization, is one of our nation’s greatest macroeconomic threats.
