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COP26: 5Zs that changed the world

The Logistics & Supply Chain Management Society

Even with all new Glasgow pledges for 2030, we will emit roughly twice as much in 2030 as required for 1.5 Part 1–Defining the moment. by Wolfgang Lehmacher, Anchor Group & Mikael Lind, Research Institutes of Sweden (RISE). degrees Celsius,” states the Climate Action Tracker.

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The reality of green energy: “green metal” supply chains won’t be able to keep up

NC State SCRC

The IEA predicts about a seven fold increase of such “green metals” by 2030. The winners are the electrostates: first Australia which has all of the metals in the green seven; Second Chile (which has 42%. Copper and nickel would require $250-300bn in capex before 2030. And how will we mine them?

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Commodities Used in Electric Car Batteries: An Update on Lithium and Nickel

Resilinc

And importantly, The EU’s new series of proposed targets and reforms, contained in its Green Deal Industrial Plan, aims to ensure that at least 40% of the EU’s low-carbon technologies will be made within its borders by 2030. from 2023 to 2030. billion in 2022 and is estimated to grow at a compound annual growth rate (CAGR) of 6.6%

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NAFTA Countries Remain Bullish on Trade

Material Handling & Logistics

For example, a smaller share of Mexican firms (43%) expected a positive impact from the Pacific Alliance – a trade block comprising Mexico, Peru, Colombia and Chile – than from NAFTA (53%). In fact, the survey found that North American firms were more positive about NAFTA than agreements with trading partners farther from home.

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Can the US Produce Lithium-Ion Batteries Domestically? Li-Bridge Outlines a Plan

Resilinc

The White House also released the National Blueprint for Lithium Batteries which roadmaps the future of the industry from 2021 to 2030. Acts such as The Inflation Reduction Act (IRA), the Infrastructure Investment and Jobs Act , and the CHIPS and Science Act have been created to bolster the US battery and semiconductor industries.

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4 Crucial Commodities to Watch in 2023

Resilinc

Department of Energy), global demand for lithium-ion batteries is expected to increase more than 5X by 2030. This means in order to meet the growing demand, lithium production must increase from 737,000 metric tons to more than 3 million tons by 2030 ( Washington Post ).

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How the Inflation Reduction Act’s EV Tax Credit Will Reshape Supply Chains

QAD

EU Net Zero Industry Act: This package proposed in March 2022 sets a 40% by 2030 domestic production target for batteries, solar panels and several other clean energy technologies for use in the EU. This means that by 2030, 40% of all batteries and other eligible clean energy products installed in the EU should also be produced there.