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Oct 18, 2024 | 
csis.org | Jane Nakano |Claire Zhao
China’s steel industry, the world’s largest by production capacity, plays a pivotal role in the country’s economic development. However, this sector faces a complex set of internal and external challenges, such as overcapacity and high greenhouse gas emissions. Overcapacity is exacerbated by weakened domestic demand, intensifying price competition in the global market, and trade friction with other global steel exporters.
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Sep 10, 2024 | 
csis.org | Jane Nakano |Joseph Majkut
The expansion of strategic manufacturing demands construction, which requires raw materials such as iron ore and aluminum. In supplying these resources, the United States has a relative advantage over major competitors such as China. A 2019 report comparing steel industry emissions across the 15 top steel-producing countries found that U.S. production is one of the least carbon intensive, while China ranked last.
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Jun 28, 2024 | 
csis.org | Jane Nakano
Policymakers in Tokyo and Washington alike are grappling with the prospect of soaring energy demand from data center operations and semiconductor manufacturing. While the need to meet such energy demand is a common challenge, conversations on what resources might meet the energy requirements are strikingly different between the two countries. In the United States, the question has re-elevated the role of while also furthering a push for renewable energy capacity as well as nuclear energy.
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Apr 19, 2024 | 
csis.org | Cy McGeady |Jane Nakano
A new era of U.S. industrial policy has begun thanks to three pieces of recent federal legislation: the Infrastructure Investment and Jobs Act (IJJA), the CHIPS and Science Act (CHIPS act), and the Inflation Reduction Act (IRA).
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Dec 15, 2023 | 
csis.org | Joseph Majkut |Ben Cahill |Gracelin Baskaran |Jane Nakano
The 28th United Nations Conference of the Parties (COP28) just concluded in Dubai, where heads of state, diplomats, climate experts, and environmental activists met for a stocktake of global efforts. New commitments were announced on methane emissions, reduction of fossil fuel use, growing renewable energy capacity, and nuclear energy.
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Dec 8, 2023 | 
csis.org | Jane Nakano
Fusion energy ascended in prominence at the 28th United Nations Climate Change Conference (COP28) in Dubai, as U.S. special envoy for climate change John Kerry appealed to the world for greater international cooperation on fusion energy on December 5.
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Nov 2, 2023 | 
csis.org | Jane Nakano |Quill Robinson
Building out the domestic supply chain for electric vehicle (EV) batteries is a pillar of the Biden administration's green industrial strategy, which seeks to firmly link U.S. re-industrialization and decarbonization efforts. While the Inflation Reduction Act (IRA) has begun mobilizing significant investment interests in EV manufacturing capacities in the United States, there is a major holdup in the implementation of its amendments to Section 30D of the New Clean Vehicle Credit (30D).
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Oct 20, 2023 | 
csis.org | Jane Nakano |Mathias Zacarias
The much-awaited announcement of first round of winners for the Regional Clean Hydrogen Hubs (H2Hubs) came on October 13, 2023. The H2Hubs are part of a $8 billion initiative at the U.S. Department of Energy (DOE) to facilitate the development of a domestic clean hydrogen value chain. Created by the Infrastructure Investment and Jobs Act (IIJA), the H2Hubs must meet a few criteria, such as the diversity in geographic allocation, feedstock and production pathways, as well as end users.
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Sep 7, 2023 | 
csis.org | Jane Nakano
Whether to export nuclear power to Saudi Arabia is one of the most complex questions for the United States and the one now entangled in the Biden administration’s ongoing effort to broker better relations between Saudi Arabia and Israel. U.S. nuclear power technology and expertise is among the key requests made by the Saudis—to which no unified Israeli response has yet emerged.
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Jul 31, 2023 | 
csis.org | Jane Nakano
Global minerals demand is projected to see strong growth while the risks associated with mineral supply disruptions remain dynamic. This reality renders it unviable for the United States to solely focus on domestic production to meet its minerals requirement. International cooperation has thus been a key element of U.S. approach to securing the supply chains for critical minerals. In particular, international cooperation under the Biden administration has taken on the notion of friend-shoring.
