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Argonne study finds rare earth supply disruptions can have long-range impacts

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Disruptions to this supply can have wide-ranging consequences, but the understanding of how those disruptions play out in global markets is limited. China dominates the global rare earths market. Causes of supply disruptions. The researchers at Argonne are using a unique computer model to understand the effects.

Supplies 468
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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.

Supplies 243
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Gigastack renewable hydrogen from offshore wind project advances to next phase; 100MW electrolyzer system

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million for the next phase of Gigastack, a new renewable hydrogen project, as part of the Department for Business, Energy and Industrial Strategy (BEIS) Hydrogen Supply Competition. from an offshore wind farm—the process of producing hydrogen from water (electrolysis) can be decarbonized. We’ve seen this happen in offshore wind.

Wind 379
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MP Materials and Sumitomo to strengthen rare earth supply in Japan

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and Sumitomo Corporation announced an agreement to diversify and strengthen rare earth supplies in Japan. Further, the companies will collaborate on the supply of rare earth metals and other products. The effort to electrify and decarbonize the global economy is causing demand for rare earths to grow rapidly, outpacing new supply.

Japan 225
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Leading UK scientists set out resource challenge of meeting EV targets by 2050

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Last month, the Committee on Climate Change published a report— Net Zero: The UK’s Contribution to Stopping Global Warming —which concluded that “net zero is necessary, feasible and cost effective.” If CdTe-type photovoltaic power is used, that would consume over thirty years of current annual tellurium supply.

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IIASA study proposes solid air hydrogen liquefaction as efficient addition to hydrogen liquefaction supply chain

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One of the challenges of constructing a global hydrogen economy is hydrogen transportation by sea. 2023) Another advantage of solidifying air for energy recovery in the hydrogen liquefaction supply chain is the extra production of oxygen. —Julian Hunt Resources Hunt, J., Montanari, P., Schneider, P.,

Hydrogen 273
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Topsoe selected by World Energy GH2 to supply ammonia loop for Canada’s largest renewable hydrogen plant

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George region of Newfoundland and Labrador, Project Nujio’qonik was announced by World Energy GH2 in spring 2022 with an intended investment of US$12 billion to produce renewable hydrogen, also referred to as green hydrogen, to decarbonize the hard-to-abate sectors globally.

Hydrogen 150