News & Analysis as of

Supply Chain Energy Sector 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

IR Global

New US-DRC Minerals Dialogue Signals Long-Term Investment Potential

IR Global on

The United States is advancing discussions toward a strategic minerals partnership with the Democratic Republic of Congo (DRC). This initiative reflects Washington’s growing focus on securing reliable access to critical...more

Pillsbury Winthrop Shaw Pittman LLP

G7 Releases Critical Minerals Action Plan on the Heels of IEA’s 2025 Critical Minerals Outlook

The IEA’s 2025 Global Critical Minerals Outlook reveals a market at a crossroads: While demand for energy transition and other minerals continues to surge, investment and supply diversification are not keeping pace....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

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

Latham & Watkins LLP

Infrastructure Insights - May 2025

Latham & Watkins LLP on

On 15 April 2025, Ofgem approved the National Energy System Operator’s (NESO’s) Target Model Option 4 (TMO4+) to reform the grid connection process in Great Britain. The reform shifts from a “first come, first connected” to a...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.

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

Pillsbury Winthrop Shaw Pittman LLP

Breaking Ground: The Trump Administration Invokes Emergency Powers in New Executive Order to Boost U.S. Critical Mineral...

On March 20, 2025, the Trump administration invoked emergency powers in an Executive Order (EO) entitled Immediate Measures to Increase American Mineral Production, aiming to accelerate domestic mineral mining and processing....more

Brownstein Hyatt Farber Schreck

Trump Administration Executive Order Sets Course for U.S. Mineral Production and Supply Chain Resilience

On March 20, President Donald Trump signed an executive order titled “Immediate Measures to Increase American Mineral Production,” which aims to reestablish the United States as a dominant force in critical mineral production...more

White & Case LLP

Vietnam in the year ahead

White & Case LLP on

Vietnam's growth ambitions - Barely two months into the year, Vietnam's parliament has raised the country's GDP growth target for 2025 from 6.5% to 7% to at least 8%. The ambitious GDP target rides on the back of an...more

Conyers

Key Takeaways from Airline Economics Dublin 2025

Conyers on

The 2025 Airline Economics Conference in Dublin highlighted several key trends and challenges currently shaping the aviation industry, with a particular focus on the leasing sector, sustainability, profitability, and...more

Braumiller Law Group, PLLC

Hot Topics in International Trade - February 2025 - China’s Growing Influence in Latin America: Infrastructure Investments and...

China has significantly expanded its economic and geopolitical footprint in Latin America, particularly through the acquisition and development of critical infrastructure such as ports, airfields, and railways. This strategic...more

Jones Day

Mexican Government Releases "Plan México"

Jones Day on

The Mexican government recently launched the Mexico Plan (Plan México), a six-year strategy in collaboration with the federal government and the private sector intended to promote economic growth in Mexico....more

Foley & Lardner LLP

New President Offers Opportunities for Local and Foreign Investors

Foley & Lardner LLP on

On January 13th, 2025, President Sheinbaum presented the Mexico Plan (MP), which details tax incentives, provides for greater efficiency in administrative processes, and outlines investment goals for infrastructure related to...more

White & Case LLP

Critical Minerals Supply Chains: The Minerals Security Partnership and Trade-Related Challenges

White & Case LLP on

White & Case Sovereign Focus Critical minerals have become one of the most sought-after commodities in recent years. Since critical minerals are essential for the development of clean energy and other modern technologies,...more

Vinson & Elkins LLP

Oops! . . I Grid It Again: [In]Coherency in UK Energy Transition and Security

Vinson & Elkins LLP on

In this article, published in Pratt’s Energy Law Report, Miguel Colebrook and Iona Giby* argue for a new framework to understand energy security. This framework prioritizes investment in domestic infrastructure and secure...more

Vinson & Elkins LLP

Is the African Mining Sector Ready to Respond to the Opportunities Offered by the Energy Transition?

Vinson & Elkins LLP on

With the global surge in demand for critical minerals, the security of supply has become paramount. With its vast mineral reserves, Africa is poised to play a leading role in the energy transition. The continent’s potential...more

Vinson & Elkins LLP

Cutting the Gordian Knot: Recalibrating the UK’s Energy Transition and Security Principles

Vinson & Elkins LLP on

‘Energy security and net zero are two sides of the same coin.’ This is the opening line of the UK government’s ‘Net Zero Growth Plan’, published in March 2023, and leaves no doubt as to the government’s perception of the...more

A&O Shearman

Mining in Africa and its role in the global energy transition

A&O Shearman on

The road to decarbonisation - From the copper belts of Zambia and the lithium and cobalt deposits in the Democratic Republic of the Congo (DRC) to the manganese mines in Gabon, the African continent holds much of the promise...more

King & Spalding

COP28: Key Takeaways for the Energy Industry

King & Spalding on

COP28, the 28th Conference of the Parties to the United Nations Framework Convention on Climate Change, came to an end in Dubai on December 13, 2023. The nearly 200 states reached what has been labelled a “historic” agreement...more

A&O Shearman

Decarbonisation in Africa

A&O Shearman on

As the world focuses on energy transition and decarbonisation, there is clearly no shortage of bold ambition on the part of many African governments to play a key role in global efforts to tackle climate change. Meanwhile,...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

White & Case LLP

Africa Focus: Summer 2023

White & Case LLP on

Recent disruptions in the global food supply chains have highlighted Africa's urgent need to become self-sufficient in food production. Traditionally, the continent has turned to small-scale community-based agricultural...more

White & Case LLP

Impact of Global Price Volatility on Damages Calculations in International Arbitration

White & Case LLP on

The global energy and commodity sectors face unprecedented uncertainty. Increased global demand, coupled with supply chain constraints triggered by Russia's invasion of Ukraine, and China's COVID-19 restrictions and its...more

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