Feb 11, 2025
China’s Trade War Shock: Clean Energy Metals on the Edge of Collapse
Gallium and germanium are key to some clean energy tech. China blocked exports of the metals to the U.S. in December, leaving the country searching for a new source.
Escalating trade tensions between the US and China are disrupting the supply chain for critical clean energy metals, such as rare earth elements and lithium, which are essential for manufacturing renewable energy technologies and electric vehicles. As both nations impose tariffs and other restrictions, global manufacturers are facing heightened uncertainty and cost pressures, potentially delaying the scaling of clean energy projects. While the US is striving to secure domestic sources and diversify supply chains, China’s dominant role in the mining and refining of these metals means that any disruption could have significant ripple effects across the global clean energy sector. Read more.
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Jul 14, 2025
India Achieves 50% Non‑Fossil Power Capacity Five Years Ahead of Target
India has reached 50% of its installed electricity capacity from non-fossil sources—solar, wind, hydro, and nuclear—marking a major milestone well ahead of its 2030 clean energy goal.
Jul 11, 2025
China Introduces First Renewable-Energy Targets for Steel, Cement, Polysilicon & Data Centres
China’s National Development and Reform Commission rolled out its first Renewable Portfolio Standards (RPS) for heavy industry—steel, cement, polysilicon—and new data centers, mandating significant renewable power use by province.