Kirk Coburn
Political turbulence in Afghanistan means the cost of lithium-ion batteries will skyrocket. The Taliban now controls one of the world’s largest lithium deposits. With the global demand for lithium (and lithium extraction) expected to grow 40 fold by 2040,…
Kirk Coburn
There are two global markets that drive the demand for energy storage: stationary (old-school power) storage and electric vehicles (EVs). For the short term — through 2025, which is only four years out — energy storage deployment…
Matt Vulpis
One of the biggest vertical industry winners to benefit from the passage earlier this year of the U.S. Infrastructure Bill is the automotive industry, which is already the second-largest in the world. According to government…
Kirk Coburn
Welcome to the second article on Renewable Energy Credits (also known as RECs and SRECs.) Previously, we discussed what RECs are, how clean energy producers generate them, and how they’re traded among organizations and individuals…
Arti Loftus
At the end of 2020, the market capitalization of Tesla was roughly equivalent to that of the nine largest automakers in the world combined. In 2019, over 3 million Electric Vehicles (EVs) were sold, and…
