Podcast
Update: What the new Treasury rules mean for EV supply chains
The rules will likely reshape battery supply chains and restrict Chinese companies from benefiting from the IRA’s EV tax credits.
Play
By Shayle Kann . 47 min .
Clean energy supply chain
Clean industry
Why a shrinking US aluminum industry is tricky news for clean energy
Once the world’s top aluminum producer, the U.S. is now making much less of it — just as cleantech industries drive up demand for the metal and advocates try to drive its emissions down.
By Maria Gallucci .
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Clean energy supply chain
The US EV industry now faces a choice: Tax credits or Chinese batteries
Long-awaited rules from the Biden admin could make all EVs ineligible for the $7,500 customer tax credit — unless the industry can source key supplies beyond China.By Jeff St. John .
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Clean energy supply chain
New investment firm aims to scale up urgently needed battery materials
Kinterra Capital has raised a $565 million private equity fund dedicated to investing in new mines and processing plants to supply battery and EV factories.By Julian Spector .
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Video
Canary on TV: Confronting the downsides of mining for battery materials
Julian Spector appeared on the Weather Channel to parse the environmental and climate impacts of battery supply chains and how the clean energy industry is working to mitigate them.By Julian Spector .
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Recycling renewables
Redwood Materials lands $1B to boost its battery recycling efforts
The startup founded by Tesla alum JB Straubel wants to spend $7 billion on recycling to supply a U.S. battery industry now dependent on China.By Jeff St. John .
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Podcast
Mining the deep sea
Mining critical minerals on the seafloor could speed up the energy transition — but it could also harm deep-sea ecosystems.PlayBy Shayle Kann . 50 min .
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Nuclear
The US may soon get its first new source of nuclear fuel in 70 years
Next-gen nuclear plants could be critical to the energy transition, but first, they’ll need fuel. Centrus has overcome a key regulatory barrier to meeting that need.By Eric Wesoff .
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Podcast
Building out a US solar supply chain
To reach net zero, the American solar industry will have to meet ambitious installation targets while navigating IRA rules, supply-chain shortages and looming tariffs.PlayBy Shayle Kann . 45 min .
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Clean energy manufacturing
Battery maker wins $850M DOE loan to build first US factory
Kore Power will use the conditional loan to try to open a gigafactory in Arizona by 2025. The move comes as battery manufacturing surges in the U.S.By Jeff St. John .
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Video
Video: Canary Media takes a hike to visit an abandoned lithium mine
The long-dormant operation in Kings Mountain, N.C. once played a key role in the global lithium industry. Now it could be used to supply Southern battery factories.By Julian Spector .
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