Natalia Storz

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Critical energy supply chains

2 months ago | atlanticcouncil.org | Sergiy Makogon |Haley Nelson |Natalia Storz |Ashley Zumwalt-Forbes
What China’s BYD really wants from EV investments in Mexico

Jan 29, 2025 | 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.
China’s lithium-ion battery exports: Why are US prices so low? - Atlantic Council

Jan 22, 2025 | atlanticcouncil.org | Natalia Storz

Export prices for Chinese batteries entering the US are lower than for any other market, suggesting that China may be engaging in anti-competitive behavior. As batteries grow in importance for commercial and military applications, the US should increase tariffs on Chinese battery imports to bolster US and allied manufacturing capabilities.
Shaffer in RealClearEnergy: Return funding for reliable energy to the world’s poorest

Nov 25, 2024 | atlanticcouncil.org | Natalia Storz

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Brazilian, US public-private partnerships key to regional energy security

Nov 19, 2024 | atlanticcouncil.org | Robert F. Ichord |Robert Cekuta |William A. Tobin |Natalia Storz

Abrão Neto, the chief executive officer of AmCham Brazil (the American Chamber of Commerce in Brazil), signaled Brazil’s readiness to enhance collaboration with the United States on energy security by bringing the public and private sectors together to deliver concrete outcomes.
Batteries are charging California’s solar revolution

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.
Reducing US industrial emissions under budgetary uncertainty

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.
Despite panicked markets, Israel is unlikely to attack Iranian oil facilities

Oct 21, 2024 | atlanticcouncil.org | Ellen E. Wald |Julia Nesheiwat |Natalia Storz

Since Iran fired over 180 ballistic missiles at Israel on October 1, speculation about Israel’s response has intensified. According to Israeli officials, the country is planning a “significant retaliation” that could target Iran’s crude oil production and export infrastructure. Iran is taking this threat seriously.
China’s cleantech growth strategy sets its sights on Brazil

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.