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Critical Materials, Energy Transition and Geopolitics
A Guide
Sep 26
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Merlin Linehan
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Critical Materials, Energy Transition and Geopolitics
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July 2023
The Eclipse
What Future for Fossil Fuel Producers in a Net-Zero World?
Jul 20
•
Merlin Linehan
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The Eclipse
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Can the Belt and Road go Green?
China's changing energy policy across the Belt and Road Initiative
Jul 11
•
Merlin Linehan
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Can the Belt and Road go Green?
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The Rise of the Climatetech Superpowers
The world’s most populous countries, India and China are seeing major breakthroughs in solar energy. China is expecting to see its solar capacity rise…
Jul 4
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Merlin Linehan
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The Rise of the Climatetech Superpowers
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June 2023
Red Metal Rising: The Geopolitics of Copper
The arid and infertile Atacama Desert in Northern Chile is nonetheless an industrial breadbasket, home to a hefty chunk of global copper production…
Jun 19
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Merlin Linehan
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Red Metal Rising: The Geopolitics of Copper
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May 2023
Ten Maps to Explain Climate Change and Geopolitics
A picture says a thousand words
May 9
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Merlin Linehan
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Ten Maps to Explain Climate Change and Geopolitics
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April 2023
The Geopolitics of the Inflation Reduction Act
How the US is planning to reshape global supply chains and develop its clean energy sector
Apr 24
•
Merlin Linehan
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The Geopolitics of the Inflation Reduction Act
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The Geopolitics of Iran in the Age of Climate Change
The recent Chinese brokered rapprochement between Iran and Saudi Arabia signalled a milestone in Middle Eastern politics. The two major powers of the…
Apr 3
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Merlin Linehan
2
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The Geopolitics of Iran in the Age of Climate Change
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February 2023
How Climate Change will drive Geopolitical Risk
And how companies can prepare
Feb 20
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Merlin Linehan
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How Climate Change will drive Geopolitical Risk
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January 2023
Where others fear to tread: China and the frontiers of global lithium mining
Global demand for lithium is set to explode thanks to the insatiable demand for electric batteries. A typical electric car battery requires 8 kg of…
Jan 13
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Merlin Linehan
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Where others fear to tread: China and the frontiers of global lithium mining
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November 2022
Decline of the Fertile Crescent
Climate risks and opportunities in Iraq
Nov 20, 2022
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Merlin Linehan
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Decline of the Fertile Crescent
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China’s Energy Policy: Four Key Risks
Snaking for miles into the vast Mongolian steppe, trucks laden with coal headed to fuel iron ore smelters used to queue for days at the Chinese border…
Nov 13, 2022
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Merlin Linehan
1
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China’s Energy Policy: Four Key Risks
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