Tag: lithium
A Tale of Two Countries: Bolivia’s EV Sales Are Booming Through A Gasoline Crisis, Whereas Ecuador’s EV Sales Are Also Booming Despite An Electricity Crisis
Many, many times have I read the argument against EV adoption in developing countries based upon our (supposed) inability to manage a decent grid, the existence of widespread blackouts, and the resultant energy insecurity. According to this argument, people subject to these blackouts will never change their trustworthy ICEVs for … [continued]
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The Great Realignment: What Global Investors Must Know About China in 2025
The world is in the middle of a structural reset—one where global capital can no longer pretend geopolitics, climate, and industrial policy are background noise. From liquefied gas to lithium, from advanced chips to artificial intelligence, the foundations of the global economy are now strategic terrain. It’s in this moment—when … [continued]
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The Road To Renewable Energy Continues On — Even Against The Political Tide
If you have worried that the US road to renewable energy will halt under the corrupt Trump administration, you do have cause for concern. But there is also hope. A series of newly released analyses indicate that, yes, the US renewable energy transition will slow down, but forces already in … [continued]
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The End of the Runway for Boeing in China
A COMAC C919 rolls to the end of the runway at Shanghai Pudong, a clean-lined aircraft shimmering in the haze as ground crews finish their checks. In the background, a row of pristine Boeing 737 MAX aircraft sit unused, tails high, their future uncertain. The scene is an imagined one, … [continued]
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A Change in Power, Part 3: Storing energy to use later
Solar and wind energy are sporadic sources of power. Even with enough production to power the entire state of Michigan, storage is needed to keep supply steady with demand. Batteries alone won’t suffice.