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Cornell study examines trade-off between critical metals requirement and transportation decarbonization

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NMC/NCA scenario illustrates that the market share of NMC/NCA will increase to 100% by 2050. It’s mainly driven by the electric vehicle market penetration and battery technology development. c) Sensitivity of cumulative requirement under different battery scenarios.

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BNEF: steel industry set to pivot to hydrogen in green push; additional $278B for clean capacity and retrofits

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By 2050, green hydrogen could be the cheapest production method for steel and capture 31% of the market. The next ten years could see a massive expansion of steel capacity to meet demand in growing economies, such as India. The steel industry cannot afford to wait for the 2040s to start its transition.

Hydrogen 221
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Global billionaires unite in “Breakthrough energy coalition” to support development of zero-carbon energy

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However, the partners note, in the current business environment, the risk-reward balance for early-stage investing in potentially transformative energy systems is unlikely to meet the market tests of traditional angel or VC investors. Patrice Motsepe, Founder and Executive Chairman, African Rainbow Minerals (ARM), South Africa.

Energy 150
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Anglo American Platinum invests in Hydrogenious Technologies; liquid organic hydrogen carrier technology for H2 storage

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South Africa-based Anglo American Platinum , the world’s leading primary producer of platinum group metals (PGMs), has invested in the first close of the Series A financing round of Hydrogenious Technologies, a company developing liquid organic hydrogen carrier (LOHC) hydrogen storage technology. Click to enlarge. 2012.08.066.

Hydrogen 239
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Summary of decisions from Durban climate conference

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Countries meeting in Durban, South Africa, managed to deliver an agreement after an extension to negotiations. Parties to this second period will turn their economy-wide targets into quantified emission limitation or reduction objectives and submit them for review by 1 May 2012. future agreements. forward in 2012.

Climate 294
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Ford opening 66 more new dealerships in China by end of year; Asia-Pacific growth plans

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Many of these cities, relatively unknown outside of China, have populations well above one million people and will help lead the next wave of growth in the Chinese economy. Sixty-six is an auspicious number in China, and we think it bodes well for our future success.

Asia 199
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ExxonMobil: global GDP up ~140% by 2040, but energy demand ~35% due to efficiency; LDV energy demand to rise only slightly despite doubling parc

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Significant growth in the global middle class, expansion of emerging economies and an additional 2 billion people in the world will contribute to a 35% increase in energy demand by 2040, according to ExxonMobil’s latest Outlook for Energy report. The OECD represents the developed economies. Click to enlarge. Outlook for Energy.

Energy 252