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Hydrogen’s climate impact will favour local use

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INTERNATIONAL

The shortcomings of hydrogen as a green energy source.

Value chain politicisation to boost rare earth supply

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INTERNATIONAL

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…

Automakers will rev up electric vehicle output

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INTERNATIONAL

This is pushing up prices, and accelerating changes in product lines, corporate structures and supply chains. Meanwhile, major vehicle and parts manufacturers are investing…

Export ban would boost China's lead in solar panels

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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…

Saudi Arabia needs a strategy for the hydrogen sector

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SAUDI ARABIA

It intends to produce up to 11 million tonnes of ‘blue ammonia’ annually by 2030, using 'blue' hydrogen made from natural gas but with mitigated carbon impacts. The target lacks…

US federal support will continue to aid green energy

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UNITED STATES

Initial funding from the Inflation Reduction Act (IRA), which contains much of the Biden administration’s clean energy agenda, became available during 2023. Much of the…

COVID-19 global climate impact may be brief

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INTERNATIONAL

COVID-19 and climate.

Trump worries will weigh on Canada's economic agenda

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CANADA

Trump’s victory in the US presidential election has created worries in Ottawa that a more protectionist line from Washington could further dampen weak Canadian business investment…

China supply chains will complicate energy transition

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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…

'Near-shoring' may bring FDI to Eastern Europe

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EASTERN EUROPE

Countries such as Poland, Romania and Hungary have attracted major investment into manufacturing. A new wave of foreign direct investment (FDI) could drive functional upgrading of…