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Supply Chain Energy Policy Investment

J.S. Held

From Ambition to Attrition: The Financial Realities Behind Wind Project Suspensions

J.S. Held on

Introduction: Offshore Wind Projects Pulled Amid Cost Surges - The offshore wind industry has faced a wave of high-profile setbacks that have sent shockwaves through the global renewable energy landscape. The offshore wind...more

Pillsbury Winthrop Shaw Pittman LLP

Texas Signals Its Commitment to Leading America’s Nuclear Energy Future Through Industry-Friendly Legislation

Texas emerged from its 89th legislative session with a sweeping set of laws aimed at cementing the state’s leadership in advanced nuclear energy. Through the passage of HB 14, SB 1535 and SB 1061, lawmakers demonstrated a...more

Bergeson & Campbell, P.C.

Big Beautiful Bill Means Big Cuts for Clean Energy Manufacturers

On March 20, 2025, House Republicans passed the “Big Beautiful Bill” (BBB) as part of H.R. 1, a sweeping legislative package that includes dramatic rollbacks of many of the clean energy tax credits established under the...more

Baker Botts L.L.P.

AI Is Reshaping Infrastructure — And It’s Happening Faster Than You Think

Baker Botts L.L.P. on

Goldman Sachs’ recent analysis by Frank Long, 1,000 homes of power in a filing cabinet - rising power density disrupts AI infrastructure makes one thing clear: the future of AI isn’t just about smarter models — it’s about...more

Davies Ward Phillips & Vineberg LLP

Bill 5: Ontario’s Proposed Approach to Accelerating Major Projects

In response to current global economic uncertainty, the Ontario government recently tabled Bill 5, Protect Ontario by Unleashing our Economy Act, 2025. Bill 5 aims to streamline and accelerate the approval processes for major...more

A&O Shearman

EU energy transition: Europe's critical materials value chain boosted by strategic projects announcement

A&O Shearman on

A recent announcement by the European Commission of 47 Strategic Projects is set to boost the bloc’s domestic supply of raw materials, strengthening its battery and defense value chains and presenting substantial potential...more

StoneTurn

A Tale of Two Industries: Indonesia’s Local Content Requirements

StoneTurn on

The Indonesian government’s approach towards local content requirements in two industries – telecommunication devices and renewable energy – underscores its need for investment and illustrates how different standards may be...more

Troutman Pepper Locke

What's the Buzz in the Battery World With Roger Miksad, BCI – Battery + Storage Podcast

Troutman Pepper Locke on

In this episode, guest host Dan Anziska joins host Bill Derasmo for a conversation with Roger Miksad, president and executive director of Battery Council International (BCI). Miksad shares the history of BCI and explores its...more

Baker Botts L.L.P.

Tariff Shifts Raise Questions for Clean Energy Supply Chains

Baker Botts L.L.P. on

A recent Reuters report outlines potential implications of recent U.S. trade and industrial policy changes for the critical minerals supply chain — a key component in the development of clean energy technologies....more

Mintz - ML Strategies

A Good First Step: A Review of the Trump Administration’s Critical Minerals EO

Mintz - ML Strategies on

On March 20, 2025, President Trump signed an executive order (EO) on “Immediate Measures to Increase American Mineral Production.” A summary of the EO follows along with our analysis....more

Baker Botts L.L.P.

Takeaways from CERAWeek 2025 and the Infocast Solar + Wind Finance & Investment Summit

Baker Botts L.L.P. on

I had the privilege of speaking at both CERAWeek 2025 and the Infocast Solar + Wind Finance & Investment Summit in March 2025, gaining distinct yet complementary insights into the energy transition. CERAWeek offered a macro...more

Bennett Jones LLP

A Flurry of Mining Announcements in Ontario to Start 2025

Bennett Jones LLP on

The Ontario government launched into 2025 with a series of announcements on mineral exploration, its critical minerals strategy and cooperation with the United States. While we cannot lose sight of the subsequent election...more

White & Case LLP

Mining & metals 2025: Poised on the chessboard of geopolitics

White & Case LLP on

Geopolitics, which dominated mining & metals sentiment in 2024, promises to further fragment markets in 2025. To understand the market landscape, White & Case conducted its ninth annual survey of industry participants....more

A&O Shearman

Delivering Net Zero by 2050: the $200 trillion opportunity

A&O Shearman on

Until now, however, no comprehensive estimate existed of the of that opportunity, (or, to put it another way, the size of the financing gap between committed spending and the investment needed to deliver Net Zero by 2050...more

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