Kenai Conversation: How global geopolitics are shaping the future of the Alaska LNG Project
On today’s episode of the Kenai Conversation, we’re focusing on the global liquefied natural gas market as it relates to the Alaska LNG Project.
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The Biden administration has stressed that building domestic electric vehicle (EV) battery recycling capacity is necessary to achieve critical material supply chain resilience and to meet the US energy transition goal of net-zero carbon emissions by 2050.
This commentary addresses the economics of the battery supply chain, who controls its key components, and, most importantly, how the IRA changes the position of the US in the global battery market.
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