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Although low commodity prices deterred investment in recent years, this is changing as the market rallies. The creation of a regional electric vehicle (EV) supply chain straddling…
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DOI: 10.1108/OXAN-DB262041
ISSN: 2633-304X
Keywords
Geographic
Topical
Mineral exports from the Central African Copperbelt in the Democratic Republic of the Congo (DRC) and Zambia are rising and existing export routes via South Africa do not have the…
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DOI: 10.1108/OXAN-DB285523
ISSN: 2633-304X
Keywords
Geographic
Topical
This dominance will help China to develop other energy transition technologies. Rival economies are seeking to improve their access to resources but face a huge challenge to…
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DOI: 10.1108/OXAN-DB267305
ISSN: 2633-304X
Keywords
Geographic
Topical
The bill focuses on sourcing, extraction, processing and recycling of materials necessary for the production of solar panels, electric vehicles, heat pumps, wind farms…
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DOI: 10.1108/OXAN-DB278056
ISSN: 2633-304X
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Geographic
Topical
Trade-offs with other policy concerns such as domestic job creation pose political dilemmas. Both green technology products and their inputs are increasingly seen as strategic…
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DOI: 10.1108/OXAN-DB261645
ISSN: 2633-304X
Keywords
Geographic
Topical
Short-term factors combined to strengthen prices, including widespread flooding in China’s Sichuan province and low capacity utilisation among producers outside China. In the…
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DOI: 10.1108/OXAN-DB261080
ISSN: 2633-304X
Keywords
Geographic
Topical
Investor sentiment has been dented by China’s large production quotas and the threat of substitution in magnet making. However, price-supporting production cuts are possible…
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DOI: 10.1108/OXAN-DB280101
ISSN: 2633-304X
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Geographic
Topical
Exploration, substitution and component minimisation will adapt supply to demand over time, but new supply chain risks will emerge, owing to narrow supply bases and long lead…
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DOI: 10.1108/OXAN-DB262107
ISSN: 2633-304X
Keywords
Geographic
Topical
Canada placed second in this year’s BloombergNEF global lithium-ion battery supply chain ranking, released on November 12, above the United States and close to first-placed China…
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DOI: 10.1108/OXAN-DB274240
ISSN: 2633-304X
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Geographic
Topical
The aim is to reduce dependence on imports from China and Russia. The executive branch can now channel up to USD750mn to firms developing domestic sources of lithium, nickel…