Indonesia produces more than half of the world’s nickel output – a critical component in batteries for four- and two-wheel electric vehicles (EVs). Mostly Chinese-owned smelters work around the clock in Sulawesi to process the nickel ore and ship it across the globe. Indonesia’s resource nationalism – the government policy banning ore exports and forcing domestic processing appears to have worked well – but only in the upstream segment of the supply chains.

Ford’s CEO was so impressed by the Xiaomi SU7 that he now uses it as his daily driver. The Chinese-made electric vehicle (EV) has a 345 mile driving range on a single charge and costs just $30,000. There is nothing like it in the U.S.

A majority of Americans now say they are more concerned than excited about encountering AI in their daily lives. The implications of this sentiment are beginning to dawn on Wall Street investors, who are starting to worry about a potential mismatch between investor enthusiasm and consumer reality.

In late 2023, Indonesia’s then President Joko Widodo presided over the launch of the country’s first floating solar power plant on the Cirata reservoir in West Java. Widodo touted how at 192MW it was “the largest floating solar plant in Southeast Asia.” He added the solar plant could eventually reach 500MW, generating enough electricity to power over 100,000 households in Indonesia. This floating powerhouse, made up of 300,000+ Chinese-built PV panels stretching 250 hectares on the water, has become the poster child for Indonesia’s commitment to going solar. 

Within a month of escalated Russian airstrikes on its energy systems in October, Ukraine secured U.S. liquified natural gas (LNG) imports via Greece for the coming winter. While this deal demonstrated both the nation’s rapid wartime agility and capacity for energy diversification, it is only one part of a broader transformation of Ukraine’s energy future.

The most persuasive argument for global EV adoption is the positive impact that these vehicles have for the environment. A scientific consensus has emerged around the benefits of electric vehicles and their zero tailpipe emissions, ranging from local air quality improvement to increased energy efficiency.  

A window into what we’re reading at the Stimson Center’s Environmental Security Program 

As COP30 Concludes, Experts Call for Reform (Reuters) 

Interviews with experts attending COP30 highlight a growing movement for reform to the UN climate negotiations. In particular, there is alignment on a key critique of the current COP structure which calls for a full consensus of nearly 200 countries to make decisions. Since this requirement historically has allowed more ambitious efforts to be blocked during negotiations, suggestions for reform have included the following: a shift to a majority-vote model, holding COP every other year, convening smaller action-focused gatherings, and downsizing COP to exclude big business contingents. 

The recent conflict between Iran and Israel, as well as Iran’s threat to close the Strait of Hormuz, have done more than starkly expose the risks of geopolitical instability in the Gulf.  It has also underscored the vulnerability of India’s energy security due to its heavy reliance on fossil fuel imports, and particularly crude oil transiting through the Strait of Hormuz.