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HomeSupply Chain

Supply Chain

Offshore
Energy Transition

Offshore Wind cannot be justified

November 27, 2023 Mariel Alumit

Paul Driessen and I just finished a study on the impact of offshore wind developments on CO2 emissions, since emission reduction is their primary justification. Turns out global emissions from mining, processing, manufacturing and transportation offset […]

solar
Finance

Why the Shine Has Come Off Clean-Energy Stocks

October 25, 2023 Mariel Alumit

Clean-energy stocks have fallen out of favor, with pressures created by rising interest rates outweighing supportive government policies. The iShares Global Clean Energy ETF reached its lowest level since July 2020 this week. The exchange-traded fund invests in renewable-energy […]

ships
Crude Oil News

Imagine no jets, ships, defense, or space program!

September 19, 2023 Mariel Alumit

Ronald Stein is an engineer, senior policy advisor on energy literacy for the Heartland Institute and CFACT, and co-author of the Pulitzer Prize nominated book “Clean Energy Exploitations.” Over the last 200 years when the […]

Energy
International News

Asian wind power development isn’t moving fast enough

August 15, 2023 Mariel Alumit

Due to climate imperatives, energy security challenges and geopolitical threats, the deployment of renewable energy capacity must be accelerated substantially over the coming years. Across the Asia-Pacific region, offshore wind power can play a large […]

Wind
International News

Wind Industry in Crisis as Problems Mount

August 8, 2023 Mariel Alumit

The wind business, viewed by governments as key to meeting climate targets and boosting electricity supplies, is facing a dangerous market squall. After months of warnings about rising prices and logistical hiccups, developers and would-be buyers […]

Proterra
Electric Vehicles

EV firm Proterra files for Chapter 11 bankruptcy protection

August 8, 2023 Mariel Alumit

Aug 7 (Reuters) – Electric-vehicle parts supplier Proterra (PTRA.O) filed for Chapter 11 bankruptcy protection on Monday, making it the latest company to go belly up in an industry grappling with supply chain constraints, slowing demand and […]

BRICS

“It’s A Way To Destroy The Dollar” Jim Rickards Warns Of Supply Chain Fragility and BRICS Currency Plan

July 25, 2023 Mariel Alumit

Via Greg Hunter’s USAWatchdog.com, Seven-time, best-selling financial author James Rickards predicted in his most recent best-seller called “Sold Out” why broken supply chains would cause big inflation.   He was right, and he still contends, […]

supply
Commodities

The net-zero materials transition: Implications for global supply chains

July 10, 2023 Mariel Alumit

To provide critical materials for the energy transition, the metals and minerals industries must adapt their global supply chains. Increasingly bold climate targets are changing global materials supply chains, to the extent that the transition to […]

Commodities

Solar Grade Polysilicon Prices Crash Amid Global Supply Glut

June 20, 2023 Mariel Alumit

Spot prices for the main ingredient in solar photovoltaic systems are crashing hard and fast, fueled by a glut in China’s solar panel supply chain. Some companies manufacturing polysilicon make solar panels at a loss, […]

Morgan Stanley
Critical Minerals

Morgan Stanley Says $7 Trillion Needed To “Re-Wire” EV Battery Supply Chain In Multipolar World

May 18, 2023 Mariel Alumit

The automotive industry is undergoing a major transformation from petrol and diesel cars to electric vehicles with significant implications for the Western auto supply chains. Morgan Stanley’s global director of research Katy Huberty told clients […]

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