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The document examines how wide-ranging tariffs, including those imposed under the International Emergency Economic Powers Act (IEEPA), increase the cost of essential materials like steel, aluminum, and copper, thereby raising prices for energy infrastructure and slowing the deployment of clean energy technologies. It highlights that while the administration seeks 'energy dominance,' these trade policies create investment uncertainty and risk ceding leadership in next-generation technologies—such as advanced nuclear, geothermal, and batteries—to competitors like China. The authors recommend replacing blunt tariffs with targeted, time-bound measures paired with robust industrial policy and strategic alliances to ensure long-term competitiveness.

The report argues that Canada can leverage its critical mineral reserves to drive economic growth and support the global energy transition, provided it implements policies to mitigate price volatility, ensure Indigenous self-determination, and strengthen environmental regulations. It highlights a potential investment gap of 30 to 65 billion dollars by 2040 and recommends financial risk-sharing mechanisms, capacity funding for Indigenous communities, and alignment with international mining standards to ensure supply reliability and public trust.

The report finds that the One Big Beautiful Bill Act (OBBBA) would significantly increase U.S. household energy costs, lead to substantial job losses in manufacturing and clean energy, and increase greenhouse gas emissions and premature deaths. By repealing key tax credits and environmental standards, the bill is projected to shrink cumulative GDP by $1.1 trillion between 2025 and 2034 and reduce new electricity capacity by 330 GW by 2035. While the bill expands oil and gas leasing, the report argues that the resulting increase in production is offset by higher demand-driven prices for fossil fuels.

The report highlights a critical gap in US trade data that obscures the extent of firm-level dependence on Chinese suppliers for battery minerals and components. While China dominates global production—controlling 70% of battery pack assembly and 91% of anode production—current US tracking relies on outdated Harmonized Tariff Schedule (HTS) codes and allows firms to hide import partners. The authors recommend updating trade codes, enhancing intergovernmental data sharing, expanding reporting requirements for electric vehicle tax credits, and leading international efforts for trade code standardization to enable more nuanced policymaking and supply chain diversification.

The policy brief asserts that energy tax credits are critical for commercializing diverse energy technologies to meet rising demand from AI and data centers, while lowering costs for households and strengthening local economies. It highlights specific credits—including 45Y, 48E, 45Q, 45V, and 45X—as vital for the development of baseload power (advanced nuclear, geothermal, fusion), carbon capture, hydrogen, and critical mineral manufacturing. The author warns that repealing these credits or shortening their eligibility would increase energy prices, threaten jobs, and undermine U.S. leadership in global markets, particularly against competitors like China. Additionally, the brief emphasizes that mechanisms like direct pay and transferability are necessary for tax-exempt entities and high-cost projects, such as advanced nuclear, to monetize these incentives.

The author argues that the OACPS should move beyond traditional tariff liberalization to a 'muscular' trade and sustainability agenda at the WTO. This proposed plan includes negotiating a plurilateral agreement on green industrialization, creating a dedicated technical facility for sustainable development, and establishing a coherence platform to align trade with global sustainability initiatives like the UNFCCC and UN SDGs. To support this, the document suggests replicating EU models of strategic partnerships on critical raw materials and Clean Trade and Investment Partnerships (CTIPs), which combine private investment with public guarantees and technology transfer. The author emphasizes that such an integrated approach is essential for OACPS members—particularly Small Island Developing States (SIDS) and commodity-dependent nations—to mitigate climate vulnerability and transition toward green industrialization.

The document outlines the economic, health, and social benefits of transitioning Canada's passenger transport sector to net-zero. It highlights that while ZEV sales are increasing, Canada remains heavily dependent on personal vehicles due to zoning laws and a preference for light-duty trucks. The brief proposes a shift toward active transport, public transit, and ZEVs to reduce emissions, lower household costs, and create jobs in battery manufacturing and transit infrastructure.

The document outlines a strategy for Canada to achieve net-zero passenger transport by prioritizing walking, cycling, public transit, and zero-emission vehicles (ZEVs). It highlights that 82% of Canadians live in urban areas, making the country well-suited for these transitions. The brief argues that this shift would reduce household costs, improve public health by reducing air and noise pollution, and create approximately 1.6 million jobs by 2050. Key policy recommendations include a federal ZEV sales standard requiring all new light-duty vehicle sales to be ZEVs by 2035, increased funding for high-speed rail in the Quebec-Windsor corridor, and provincial zoning reforms to increase urban density.

The document outlines the process for setting up renewable energy manufacturing in Ghana, focusing on solar PV, batteries, and electric vehicles. It details legal entity options, industrial zones, and a comprehensive suite of fiscal incentives including tax holidays and import duty waivers. The guide also identifies key regulatory bodies and recommends strategies to overcome challenges in financing, skills, and market demand to accelerate the domestic green manufacturing sector.

Federal clean energy incentives have already spurred $75 billion in private investment and created over 100,000 manufacturing jobs since 2022. Under a 'High Potential Scenario', these incentives could bring nearly $235 billion in federal investment to US states by 2030, with the largest gains expected in battery manufacturing and hydrogen production.

The report identifies five key trends in the development of the U.S. electric vehicle workforce pipeline, focusing on Georgia, Michigan, Nevada, North Carolina, and Tennessee. It finds that public community and technical colleges are the primary providers of training, with a heavy emphasis on vehicle maintenance and repair over manufacturing and charging. The analysis highlights a wide variance in enrollment requirements and program durations, ranging from 20-hour online courses to two-year degrees. It also identifies three critical industry certifications—ASE, AWS, and NIMS—and describes how state-level policies and private investments are driving the creation of these educational pathways to support the transition to zero-emission vehicles.

The report analyzes challenges in localizing EV battery production in India, emphasizing the need for backward integration into high-value cell components and equipment manufacturing. It recommends prioritizing the production of synthetic anodes, electrolytes, and LFP cathodes to reduce reliance on critical mineral imports and leverage India's chemical sector expertise. Additionally, it suggests investing in next-generation battery R&D, establishing circular economy frameworks for battery recycling, and creating cell fabrication and testing centers to ensure quality.

The briefing outlines a three-part agenda for the next US administration to maintain the momentum of its green industrial strategy. It emphasizes the need to bridge the gap between initial investment and long-term economic stability by streamlining permitting, diversifying supply chains to reduce reliance on China, and ensuring that clean energy benefits reach low-income and legacy industrial communities. The author advocates for a 'private-sector-led, government-enabled' framework supported by strategic governance mechanisms to ensure the US remains a global leader in cleantech innovation and manufacturing.

India aims to indigenize battery manufacturing through the PLI-ACC scheme to install 50 GWh of capacity by 2026, yet remains heavily reliant on imports for cells, components, and machinery. The report identifies six primary challenges: skilled labour shortages, a lack of testing and validation centres, dependence on imported critical minerals, insufficient recycling infrastructure, the need for ESG standards to ensure export competitiveness, and high import dependence for manufacturing equipment. It recommends prioritizing the localization of synthetic anodes, electrolytes, and LFP cathodes, while expanding R&D for next-generation technologies like sodium-ion batteries.

China currently leads the global race in cleantech innovation, manufacturing, and electrification, though the United States and Europe are increasing investments to catch up.

The transition to electric vehicles in the U.S. is expected to significantly disrupt auto manufacturing jobs, particularly those tied to internal combustion engine components. While battery manufacturing and software-related roles are poised for growth, the shift requires a transition from mechanical to electrochemical production processes, necessitating new digital and chemical skills. The document also highlights risks to job quality, noting a trend of EV investment in non-union Southern states and the impact of AI and vertical integration on the supply chain.

Since 1970, 98% of analyzed U.S. cities and all 50 states have warmed, with Reno, Nevada and Alaska experiencing the fastest increases. To combat this, U.S. clean technology investment reached a record $239 billion in 2023, more than tripling since 2018, with South Carolina and Nevada leading in investment as a percentage of GDP, primarily driven by battery manufacturing.

The document outlines a framework for pricing lithium based on OECD transfer pricing principles, detailing the physical characteristics of brine and mineral deposits, production processes, and the role of price-reporting agencies in establishing market benchmarks for battery-grade and technical-grade lithium.

The Great Lakes region is well-positioned for the EV transition due to its automotive history and R&D capacity, but faces competition from the 'Battery Belt' in the Deep South. While the region has significant midstream and downstream capacity, it lacks comprehensive state-level industrial strategies, particularly regarding battery end-of-life mandates and recycling incentives. The document argues that states must coordinate on strategic roadmaps, workforce retraining, and clean energy infrastructure to avoid economic disruption in 'powertrain communities' specialized in internal combustion engine (ICE) components.

The report examines India's strategic position in the electric vehicle (EV) battery supply chain, identifying opportunities in mineral processing and cell manufacturing. It analyzes key investment drivers—such as guaranteed demand, infrastructure, and policy incentives—and evaluates India's comparative advantages, including low labor costs and a strong chemical sector, against challenges like critical mineral dependency and the need for more upfront capital subsidies to attract multinational firms.