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Export ban would boost China's lead in solar panels

Location:

CHINA

The goal seems to be to protect Chinese firms’ market dominance in this sector rather than to retaliate against foreign export controls targeting China. The level of Chinese…

Australian challenge to China rare earths likely

Location:

AUSTRALIA

Rare earths mining in Australia and globally.

Mexico’s electric car sector looks ripe for expansion

Location:

MEXICO

The inclusion of Mexican-assembled EVs among those eligible for US clean energy subsidies advances Mexico's ambition to develop its leading industrial sector (auto and parts…

China will see off challengers in EV batteries

Location:

CHINA

The battery is the most expensive and performance-critical element of an electric vehicle (EV). China's dominance in the sector therefore has strategic implications, because the…

China will retain its dominance in rare earths

Location:

CHINA

As tensions build between Beijing and Western governments, Beijing may increasingly be tempted to weaponise its dominance. It could limit supplies in response to sanctions and…

EV prowess will help shield China's economy

Location:

CHINA

Chinese EV automakers are rapidly catching up to Tesla in market share at home and pushing into foreign markets, exploiting a cost advantage over their foreign competitors…

China supply chains will complicate energy transition

Location:

CHINA

These include equipment manufacturing and critical metals. The United States and allied governments see this dominance as a security risk and are taking steps to reduce it. The…

US will boost domestic output of clean energy minerals

Location:

UNITED STATES

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…

'Reshoring' from China is slowly but surely underway

Location:

CHINA

However, this is a partial and long-term process that for the rest of this decade is likely to leave China as an integral part of many transnational supply chains. Reshoring will…

South-east Asia palm oil reform pressure will grow

Location:

SOUTH-EAST ASIA

Palm oil sector in South-east Asia.