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EIA: International demand will drive US production of petroleum and other liquids through 2050

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Strong continuing international demand for petroleum and other liquids will sustain US production above 2022 levels through 2050, according to most of the cases in the US Energy Information Administration’s (EIA’s) Annual Energy Outlook 2023 (AEO2023). Eventually this trend becomes unprofitable, at which point new drilling stops.

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S&P Global: looming shortfalls in copper supply will short-circuit net-zero goals absent significant new supply

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The challenge of meeting Net-Zero Emissions by 2050 “will be short-circuited and remain out of reach” unless significant new copper supply comes online in a timely way, according to a new study by S&P Global that examines the growing mismatch between available copper supply and future demand resulting from the energy transition.

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S&P Global: increasing trade of low-carbon biofuel feedstocks heightens supply constraint concerns

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Animal fats and used cooking oil are increasingly joining the likes of lithium, cobalt and copper as energy transitional materials where supply constraints are of growing concern, according to a new analysis of trade flows by S&P Global Commodity Insights Agribusiness Consulting group.

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TI Fluid Systems to supply wide range of fluid products for Mercedes-Benz global electrified vehicle platforms

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TI Fluid Systems (TIFS), a leading global supplier of automotive fluid systems technology, has launched high volume production supply of various fluid products for the global Mercedes-Benz AG programs C-Class, GLC and E-Class hybrid electric vehicles (HEV). —Hans Dieltjens, President and CEO.

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Porsche strengthens commitment to industrial production of eFuels with $75M investment in HIF Global

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Porsche is investing US$75 million in HIF Global LLC, a holding company of internationally active project developers of eFuel production facilities. In total, an amount in the low nine-figure USD range is flowing into HIF Global LLC. AME remains the majority shareholder of HIF Global LLC. Earlier post.).

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S&P Global: US faces new challenges meeting increased demand for critical minerals spurred by IRA

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However, ensuring enough qualifying supply to meet that demand faces “considerable challenges,” according to a new analysis by S&P Global. The study then compares project demand post-IRA to available supply, given IRA rules around sourcing in terms of country of origin for production and processing.

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IHS Markit: supply chain challenges to impact global light vehicle production well into 2022

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During the first half of 2021, wafer fab capacity constraints were causing the greatest disruption and getting the most attention as the “semiconductor shortage” affecting automotive production. COVID-19 Still Impacting Supply Chain. Global Light Vehicle Production Forecast Implications. This represents an 8.3%

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