Europe faces up to China's EV dominance as carbon-zero targets loom
As Xi travels through EU this week, automakers weigh whether to fight or team up with cheaper Chinese rivals.
The Prospects of Indonesia’s Nickel Boom Amidst a Systemic Challenge from Coal
Indonesia is a country that is booming economically and demographically. This not only matters for regional, political, and energy security, but also increasingly, for the world’s energy transitions, due to Indonesia’s large metal reserves, as well as its equally important coal consumption in industry and for power generation.
Over the last 20 years, Indonesia’s economy has been characterized by very dynamic growth, massive increases in its electricity demand, and coal consumption and exports. Hence, its greenhouse gas (GHG) emissions are on a steady growth trajectory, although the country has committed to lowering them by 32% (unconditional) or 41% (conditional) by 2030.
With its Organization for Economic Cooperation and Development (OECD) membership application, occurring in the context of global energy transition requirements and geopolitical confrontations, Indonesia is today at a crossroads.
The United States’ Strategy for Securing Critical Minerals Supplies: Can It Meet the Needs of the IRA?
The United States (US) reliance on foreign supplies of raw and processed critical minerals is pressing Washington to devise a strategy to secure short-, medium- and long-term solutions. Pressure only increased with the booming demand spurred partly by the Inflation Reduction Act’s (IRA) policies.
Electric Vehicles: A Strong and Still Understated Performance
Electric vehicles (EVs) are better for the climate – even in worst-case scenarios. Across its life cycle, a typical European electric car produces less greenhouse gas (GHG) and air pollutants or noise than its petrol or diesel equivalent. Emissions are usually higher in the production phase, but these are more than offset over time by lower emissions in the use phase. According to the European Environment Agency’s report on electric vehicles, life cycle GHG emissions of EVs are about 17-30% lower than those of petrol and diesel cars.
The South versus the West?
In 2023, forums that amplify the voice of the “Global South” have proliferated and grown louder. As contradictory and divided as they may be, these forums (BRICS+, Shanghai Cooperation Organization (SCO), G20, the Group of 77, the European Silk Road Summit…) attest to the emergence of new power relations, and especially new directions in foreign policy, with states rejecting alignment with the dominant powers of the past in favor of putting their own interests first. A new world is taking shape, with changeable, still uncertain, contours.
Can Europe do Without a Geologistical Strategy to Face China?
During the economic and financial crisis in 2008, during which the West was severely weakened, the ties between the Western Balkans and China were particularly close. For these countries, turning to China meant to secure new destination markets for their exports and to guarantee new investments.
Iranian lithium deposits: EU can ‘easily’ do without, experts say
The Iranian government claimed last week it had found a new deposit of lithium in the Hamedan province, worth 10% of all global lithium resources, but experts say this marks no shift in EU-Iran diplomatic ties.
Green Batteries: a Competitive Advantage for Europe’s Electric Vehicle Value Chain?
Aligning its climate and industrial policies, the European Union (UE) is introducing sustainability requirements for the whole life-cycle of electric vehicle (EV) batteries. This initiative would not only ensure that EVs fit with Europe’s climate-neutrality and resource-efficiency pledges, but also give European new entrants a better chance to compete.
The US Mineral Independance Strategy : An All-Out Mobilization
The Trump administration has been very actively designing and implementing a new strategy for reliable supply of critical minerals which aims at reducing the country’s vulnerabilities and becoming a leader in this field.
The Automotive Industry: The Achilles’ Heel of German Economy?
The global car market has been shrinking since 2018. This is a key economic sector for Germany whose producers belong to the Top 15 carmakers worldwide. Yet they are running the risk of being outclassed and eventually replaced, given emerging actors in the USA and China.
Electric Vehicles: A Strong and Still Understated Performance
Electric vehicles (EVs) are better for the climate – even in worst-case scenarios. Across its life cycle, a typical European electric car produces less greenhouse gas (GHG) and air pollutants or noise than its petrol or diesel equivalent. Emissions are usually higher in the production phase, but these are more than offset over time by lower emissions in the use phase. According to the European Environment Agency’s report on electric vehicles, life cycle GHG emissions of EVs are about 17-30% lower than those of petrol and diesel cars.
South Korea’s Hydrogen Strategy and Industrial Perspectives
South Korea is a hydrogen (H2) frontrunner. The world’s first commercial fuel cell electric vehicle (FCEV) was launched by the South Korean car manufacturer Hyundai (Tucson i×35) in 2013.
POSCO Energy, South Korea’s largest private energy producer, completed the world’s largest fuel cell manufacturing plant in 2015. When President Moon took office in 2018, the new government identified H2 as a new growth engine, and pledged to turn the country into a H2 economy.
The European Battery Alliance is Moving up a Gear
French battery cell manufacturer Saft and Opel, the German subsidiary of automaker PSA Group, are finalising the details of a major investment project in battery cell manufacturing. Is the European Union (EU) finally challenging Asia’s dominance on battery cells production? What chances of success for the European Battery Alliance (EBA) and what implications for the EU industrial policy?
The Electric Vehicle in the Climate Change Race: Tortoise, Hare or Both?
Europe is seeking ways to decrease the growing negative impact of passenger cars on climate, currently responsible for up to 12% of total EU CO2 emissions. After biofuels in the nineties and hydrogen in 2000, the new answer to climate change appears to be electric. But contrary to many marketing messages, electric cars are not zero emissions cars. They will not necessarily contribute to actual CO2 emission reductions before 2020 and even then, not in every country.
Renewables in Transport: Directive 2009/28/EC - Devils in its Details
This Actuelle precedes a longer and more exhaustive paper on Electric Vehicles, under the title "The Electric Vehicle in the Climate Change Race: Tortoise, Hare or both?" by Maïté de Boncourt.
As part of the 3*20 targets reached in December 2008, the EC decided that the EU should, by 2020, source 20% of its Final Energy Consumption (FEC) renewably.
Will We Drive Electric on Asian Batteries?
The development of the electric car market, supported by public funding, needs to be monitored closely. Currently, except for Renault benefiting from its electric partnership with Nissan, batteries for electric vehicles will most likely be outsourced. A lot of joint ventures are being signed with Asian battery companies and automotive suppliers. As a consequence, some argue that there is no rational to develop further and fund the European battery industry: batteries are already made more cheaply elsewhere.
Electric Cars: the Orient and the Occident
China is looking ahead and thinking electric. The Chinese government recently announced the release of $15 billion in a “Manhattan-style” venture to support electric vehicle (EV) research, standardization and development as part of its five-year plan and to meet its seemingly unattainable objective of introducing 500 000 “clean” vehicles per year by 2011.
Europe faces up to China's EV dominance as carbon-zero targets loom
As Xi travels through EU this week, automakers weigh whether to fight or team up with cheaper Chinese rivals.
Iranian lithium deposits: EU can ‘easily’ do without, experts say
The Iranian government claimed last week it had found a new deposit of lithium in the Hamedan province, worth 10% of all global lithium resources, but experts say this marks no shift in EU-Iran diplomatic ties.
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