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2 months ago | 
atlanticcouncil.org | Joseph Webster |William A. Tobin |Natalia Storz
The world’s largest electric vehicle (EV) manufacturer is moving ahead with plans to launch a manufacturing plant in Mexico. Even after US President-elect Donald Trump threatened steep tariffs on the country, BYD is still rushing to build the plant despite trade friction with the United States, the largest consumer of Mexican-produced vehicles.
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Nov 18, 2024 | 
atlanticcouncil.org | Joseph Webster |Natalia Storz
California is generating more solar electricity than ever, a significant accomplishment that will lower costs and emissions while making the grid more resilient and secure. The California Independent System Operator (CAISO), which manages the state grid, is reporting record-setting solar electricity generation in both absolute and relative terms. CAISO’s solar generation success has been due to several factors, including expanding generation while limiting curtailment.
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Nov 4, 2024 | 
atlanticcouncil.org | David L. Goldwyn |Andrea Clabough |Joseph Webster |Natalia Storz
Energy & Environment Energy Markets & Governance Energy Transitions United States and Canada Reducing US industrial emissions under budgetary uncertainty Despite recent advances in policy and financial, technical, and regulatory support for low-carbon energy deployment in the United States, the pathway to deep decarbonization for core industrial sectors remains unclear.
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Oct 30, 2024 | 
atlanticcouncil.org | William A. Tobin |David L. Goldwyn |Andrea Clabough |Joseph Webster
After a frenetic presidential campaign, voters are faced with a stark choice on climate and energy. The outgoing Joe Biden administration prioritized actions on this front, passing a landmark bipartisan infrastructure law and the $300 billion investment of the Inflation Reduction Act (IRA), and matching this legislation with an expansive slate of regulations and incentive-based programs favoring a clean manufacturing agenda. The future of this agenda depends on the outcome of the election.
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Oct 2, 2024 | 
atlanticcouncil.org | William A. Tobin |Joseph Webster |Natalia Storz
China is counting on three cleantech sectors to fuel future economic growth: electric vehicles (EVs), lithium-ion batteries, and solar photovoltaic (PV) panels. Exports of these so-called “” industries reached nearly $143 billion in 2023, up massively from $33 billion in 2019. But China’s growing might in cleantech is stirring unease in recipient markets due to perceived economic and national security risks.
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Sep 17, 2024 | 
atlanticcouncil.org | Julia Nesheiwat |William A. Tobin |Joseph Webster
As the anniversary of Hamas’ devastating October 7 attack on Israel approaches and the escalation of the Israel-Gaza war continues, tensions in the Middle East show no signs of receding. Iran’s role in supplying, training, and facilitating attacks from Hamas, Hezbollah, and the Houthis is well-known, but fears persist that dismantling this network will lead to a serious escalation with Iran and threaten global energy supplies.
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Jun 28, 2024 | 
atlanticcouncil.org | Peter Engelke |Joseph Webster |Maia Sparkman
Los Angeles and California: Environmental policy as a catalyst for cleantech ecosystems California and one of its most important tech-innovation ecosystems, Los Angeles, have combatted climate change and other environmental problems through innovation in both policymaking and technological invention and scaling. This paper first examines environmental and climate policymaking at the state level, actions that have been designed, in part, to spur tech-based innovation in California.
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Jun 25, 2024 | 
atlanticcouncil.org | Robert F. Ichord |Joseph Webster |Reed Blakemore |David Yellen
Bangladesh is grappling with a severe air quality crisis. highlight pollution’s impact on the nation’s health, economy, and environment. Bangladesh urgently needs to balance growth, sustainability, and energy access to enhance the well-being of its population. But the country faces profound challenges in moving toward a safer and more equitable energy system.
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Jun 4, 2024 | 
atlanticcouncil.org | Lizi Bowen |Maia Sparkman |William A. Tobin |Joseph Webster
In anticipation of growing demand for zero-emission transportation, China has become the world’s largest exporter of electric vehicles (EVs). China’s battery electric vehicle (BEV) industry is at overcapacity, producing an excess of 5 to 10 million vehicles annually beyond domestic demand, forcing China to find new markets to fuel continued growth. Brazil offers a useful case study of China’s strategy—and whether it’s sustainable.
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May 23, 2024 | 
atlanticcouncil.org | Joseph Webster |James Batchik |Stuart Jones
Washington’s recent tariffs against Chinese products all but ensure a flood of these exports to Europe, necessitating a response from Brussels. The products include China’s “new three” cleantech exports—lithium-ion batteries, electric vehicles (EVs), and solar panels—posing undeniable dilemmas for Brussels as it balances security, economic, and climate interests.
