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IDTechEx Publishes Report on Lithium-Ion Supply Chain

NGT News

The potential impact of material price volatility is discussed in IDTechEx‘s report ‘The Li-ion Battery Supply Chain 2020-2030.’ […]. The post IDTechEx Publishes Report on Lithium-Ion Supply Chain appeared first on NGT News.

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Surveying the UK’s Green Hydrogen Supply Chain Capability

Energy Central

1 The government’s target of 10GW of low carbon hydrogen by 2030, with at least half being green hydrogen, is not only ambitious but underscores the necessity of developing domestic supply chains capable of.

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ACWA Power: Crossroads for Exponential Growth in Power and Water 

POWER Magazine

In 2002, the government of Saudi Arabia moved to step up the private sector’s role in the kingdom’s economy by opening the production of power and desalinated water. Saudi firms […] The post ACWA Power: Crossroads for Exponential Growth in Power and Water appeared first on POWER Magazine.

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OEUK responds to UK-Japan offshore wind memorandum of cooperation

Offshore Energies UK

OEUK represents over 400 firms across the UK’s integrated energy mix and its world class supply chains, from wind to oil and gas, hydrogen, carbon capture and geothermal technologies. This will benefit both our nations’ highly skilled people and energy supply chains.

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Demand, tariffs and production economics will drive reshoring revival

Enverus

“Domestic manufacturing of clean energy materials is expected to rise because of tariffs and the desire to reduce reliance on the international supply chain. Manufacturing activity will rise through 2050 as domestic production grows, but solar output may decline after 2030 because of tax credit expiration.

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IEW 2025 Days I & II: Reimagining the future of energy

Oilholics Synonymous Report

He also reiterated his pledge of more than doubling India's current renewable energy capacity from its current level to 500GW by 2030. Here's The Oilholic's full report for Forbes on the opening remarks.

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The data center decade has arrived

Enverus

If you are a believer in the gigawatt scale data center story, you should have long exposure to data center supply chain equities where ~$30B/GW will flow into high margin businesses, compared to ~$2B/GW in energy.

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