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The EV Battery Supply Chain Explained
The document outlines the EV battery supply chain—divided into upstream (mining), midstream (processing/refining), downstream (assembly), and end-of-life—highlighting China's current dominance. It discusses the environmental and human rights risks associated with mining critical minerals like lithium and cobalt, and details US legislative tools such as the Inflation Reduction Act designed to 'de-risk' the supply chain and foster domestic economic growth.
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Document type: Guide
Transforming Trucking in India
The report outlines the economic and environmental benefits of transitioning India's trucking sector to zero-emissions vehicles (ZETs), specifically battery-electric and fuel cell electric trucks. It highlights the potential for significant reductions in logistics costs, oil expenditures, and carbon emissions, while proposing four strategic pathways—policy action, charging infrastructure deployment, technology/manufacturing localization, and innovative financing—to accelerate adoption and establish India as a low-carbon manufacturing hub.
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Document type: Report
Anticipating Change: Re-thinking SADC Industrial Policy
The briefing advocates for SADC member states to move from reactive to anticipatory governance to better navigate uncertainties like climate change and digitisation. It identifies five strategic opportunities: reskilling for the green economy and 4IR, fostering regional innovation ecosystems to leapfrog legacy industries, implementing open-data policies and improving internet infrastructure, developing green economy clusters for mineral value-addition, and repositioning the mining sector toward circular or bio-economy models.
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Document type: Briefing
How the New Climate Bill Promises to Cut Inflation, Upgrade the Economy, and Slash Emissions
The Inflation Reduction Act commits $369 billion to energy and climate initiatives to decarbonize the US economy and secure clean energy supply chains. Key measures include tax credits for electric vehicles, residential energy efficiency, and green hydrogen, alongside funding for urban forestry and carbon capture. The legislation targets a reduction in energy costs for households, the revitalization of former fossil fuel communities, and the acceleration of low-carbon industrial production in sectors like steel and cement.
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Document type: Briefing
Investor Perspectives on Accelerating Growth in the Indian EV Ecosystem
The report examines the Indian EV ecosystem, noting success in incentivizing two- and three-wheel vehicle demand while highlighting the need to scale four-wheel vehicles and buses. It identifies significant growth potential in domestic battery manufacturing to reduce reliance on China, though it warns that insufficient charging infrastructure, consumer financing gaps, supply chain vulnerabilities, and labor skill gaps remain critical obstacles to scaling growth.
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Document type: Report
Investor Perspectives on Accelerating Growth in the Indian EV Ecosystem
The report examines India's transition to electric mobility, highlighting the success of demand-side incentives like FAME II for two- and three-wheelers. It identifies critical investment gaps in charging infrastructure and battery manufacturing, while discussing the potential of battery swapping and the risks posed by global supply chain dependencies on China and other mineral-rich nations. The analysis emphasizes the need for binding targets, improved consumer financing, and workforce retraining to ensure a competitive and just transition.
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Document type: Report
Driving Cleaner Electric Cars and Pickups Beat Gasoline on Lifetime Global Warming Emissions
An executive summary by the Union of Concerned Scientists finding that the average new battery electric vehicle in the US produces over 50% less lifetime global warming pollution than comparable internal combustion engine vehicles. While EV manufacturing is more carbon-intensive due to battery production, the operational emissions savings quickly offset this 'debt,' with a mean breakeven point of 21,300 miles for cars. The report advocates for cleaner electricity grids, battery recycling, and increased EV accessibility to accelerate climate benefits.
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Document type: Executive summary
Driving Cleaner Electric Cars and Pickups Beat Gasoline on Lifetime Global Warming Emissions
The Union of Concerned Scientists finds that electric vehicles (EVs) in the United States produce significantly lower lifetime global warming emissions than gasoline vehicles, with the average EV reducing total lifetime emissions by 52% for sedans and 57% for pickup trucks. While EV manufacturing is more carbon-intensive due to battery production, the operational savings quickly offset this 'debt,' with breakeven points occurring between 17,500 and 21,300 miles. The report emphasizes that the emissions benefit of EVs increases as the electricity grid decarbonizes and recommends policies to accelerate renewable energy deployment, improve battery circularity, and increase vehicle efficiency.
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Document type: Report
Navigating the Opportunities and Risks of the European Green Deal for Africa
The European Green Deal (EGD) aims to reduce EU net greenhouse gas emissions by at least 55 percent from 1990 levels by 2030, creating significant spillovers for Africa in sectors such as energy, agriculture, and critical raw materials. The document argues that to avoid replicating past dependencies, the EU must align its policies with African development priorities and provide concessional climate financing focused on adaptation. Simultaneously, African nations are urged to articulate their own climate transition agendas, update resource mapping to attract foreign direct investment, and strengthen local content laws to ensure technology transfer and job localization.
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Document type: Briefing
Don’t Take Existing Energy Transition Funding for Granted
The document advises US cities and communities to leverage existing federal funding opportunities to accelerate the clean energy transition. It highlights that the Biden Administration is integrating climate mitigation and racial equity into federal programs through initiatives like Justice40. The briefing recommends three strategies: understanding current funding landscapes via tools like the FFOLD tool, embedding environmental justice into project designs to increase competitiveness, and seeking funds from non-climate agencies such as those focused on health and economic development.
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Document type: Briefing
ACCELERATING CLEAN, ELECTRIFIED TRANSPORTATION BY 2035: POLICY PRIORITIES
This executive summary outlines a strategic policy framework to accelerate the transition to clean, electrified transportation in the U.S. by 2035. It argues that achieving 100 percent EV sales by 2030-2035, paired with a 90 percent clean grid, would generate $2.7 trillion in consumer savings and avoid 150,000 premature deaths by 2050. The report prioritizes national fuel economy and tailpipe emissions standards, equity-focused programs for underserved communities, targeted consumer incentives, the expansion of charging infrastructure, and 'Made in America' policies to bolster domestic battery and EV manufacturing.
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Document type: Executive summary
ACCELERATING CLEAN, ELECTRIFIED TRANSPORTATION BY 2035: POLICY PRIORITIES
The report outlines a strategic policy framework to accelerate the transition to electric vehicles (EVs) in the U.S., aiming for 100% new EV sales by 2030-2035. It emphasizes the need for strong national fuel economy and emissions standards, equity-focused incentives, expanded charging infrastructure, and the growth of domestic battery and vehicle manufacturing. The document also details technical and regulatory requirements for grid integration, including streamlined interconnection, updated building codes, and smart electricity rate designs to ensure a reliable and equitable energy transition.
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Document type: Report
ACCELERATING CLEAN, ELECTRIFIED TRANSPORTATION BY 2035: POLICY PRIORITIES
The report argues that transitioning the U.S. transportation sector to 100 percent electric vehicle (EV) sales by 2030-2035, paired with a 90 percent clean grid by 2035, is technologically feasible and economically beneficial. It outlines a strategic framework focusing on national emission standards, targeted financial incentives, the expansion of charging infrastructure, and the growth of domestic manufacturing. The authors emphasize that this transition must prioritize environmental justice and social equity, specifically targeting low-to-moderate-income communities and those disproportionately affected by transportation pollution. Key recommendations include reforming the federal EV tax credit into a point-of-sale rebate, implementing 'made in America' policies for battery production, and streamlining grid interconnection and building codes to support rapid EVSE deployment.
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Document type: Report
Zimbabwe shows potential to lead e-mobility transition
Zimbabwe has significant potential to lead the e-mobility transition in the SADC region, leveraging its automotive history and the need to reduce a fuel import bill that costs US$1.2 billion annually. The transition could address a fragmented public transport system dominated by 'kombis' and 'pirate taxis' through the introduction of small city EVs and electric mass transit. Strategic electrification of fleets in mining, logistics, and agriculture, combined with the country's nickel production for batteries and progressive net metering policies, offers a pathway toward a green and circular economy.
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Document type: Briefing
How to Move America to Electric Vehicles
The policy brief advocates for a resolute US national strategy to accelerate electric vehicle (EV) adoption, proposing a target of 70 million EVs by 2030 and 100% new vehicle EV market share by 2035. It emphasizes that current fragmented efforts by states and private companies are insufficient to meet climate targets or compete with countries like China. The author recommends four key actions: establishing a national vision and government/industry commission, implementing an industrial strategy for manufacturing retooling, executing an aggressive public and private fleet electrification plan, and launching a nationwide education campaign.
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Document type: Policy brief
THE ELECTRIC VEHICLE ECOSYSTEM AND ASSOCIATED VALUE CHAINS
The South African EV ecosystem is currently nascent and dominated by private sector activity, with limited local commercial production of battery cells and a reliance on imported components. While the country possesses significant reserves of battery minerals like manganese, it lacks extensive beneficiation capacity. The automotive sector, a major GDP contributor, is pivoting toward EVs to maintain competitiveness in export markets that are phasing out internal combustion engine (ICE) vehicles. Key barriers to adoption include high upfront costs, inadequate charging infrastructure, and a chronic shortage of technical skills. The report recommends that the City of Cape Town intervene through targeted incentives, procurement of EV fleets, and the development of charging infrastructure and skills training to stimulate a viable local value chain.
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Document type: Report
Federal Funding Programs to Support Advanced Clean Trucks Implementation
The document outlines how states can leverage billions of dollars in federal funding to support the transition to zero-emission medium- and heavy-duty vehicles (MHDVs). It categorizes funding opportunities into manufacturing, procurement, charging infrastructure, workforce development, emissions monitoring, and state planning, providing specific program details, eligibility, and strategic next steps for state officials.
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Document type: Guide
A Roadmap for Michigan’s EV Future: An Assessment of the Employment Effects and Just Transition Needs
The report analyzes the economic and health impacts of the shift to electric vehicles (EVs) in Michigan, projecting significant job growth and consumer savings if the state proactively adopts supportive policies. While the overall state economy is expected to grow, the transition will cause job shifts away from internal combustion engine manufacturing and maintenance, necessitating targeted policies to ensure an equitable transition for workers and low-income communities.
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Document type: Report
Developing an Electric Mobility Roadmap for Vietnam: Global Experiences From National Case Studies
The document outlines a four-phase framework for developing an e-mobility roadmap: planning and preparation, visioning, development, and implementation, monitoring, and revision. It emphasizes the importance of stakeholder engagement, prioritizing specific vehicle segments for electrification, and utilizing both monetary and non-monetary incentives to drive adoption. Key global examples include India's investment in battery manufacturing and one-stop shop information portals, Singapore's focus on charging infrastructure in multi-dwelling buildings, and Thailand's comprehensive target-setting for EV stock and production.
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Document type: Research paper