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The document identifies critical infrastructure barriers to the clean energy transition and details CATF's strategies to overcome them through policy advocacy, research, and stakeholder engagement, requesting $12 million in funding over three years to support these efforts.

The document advocates for the use of nuclear energy orderbooks in Europe to avoid the inefficiencies of fragmented deployment. It explains that by shifting from design evolution to design standardisation and serial replication, the EU can leverage 'learning by doing' effects to lower average unit costs, strengthen supply chains, and overcome regulatory and financing barriers.

The document details cobalt's critical importance for lithium-ion batteries in electric vehicles and electronics, noting that demand for clean energy technologies is expected to rise by 80% between 2025 and 2030. It highlights a highly concentrated supply chain, with the Democratic Republic of the Congo (DRC) producing about 76% of global cobalt and China refining 50% to 70% of global supplies. The text emphasizes severe externalities in the DRC, including child labor, human rights violations, and the deforestation of 32,100 acres of the Congo Basin forest from 2001 to 2020. It also notes the U.S. has a 76% import reliance for cobalt and discusses recycling and substitutes, such as iron-phosphate and TAQ, to mitigate supply and ethical risks.

The document details the essential role of critical minerals in clean energy technologies, the U.S.'s high import reliance, and the regulatory and economic barriers to domestic production. It highlights the environmental and human rights risks of mining, the potential for secondary recovery and recycling, and recent federal legislative and executive actions aimed at securing supply chains.

The report argues that the United States can leverage its vast offshore wind potential to provide 10-25% of its total electricity generation by 2050 without significantly increasing wholesale costs. It details three ambition scenarios (Low, Medium, and High), noting that a High Ambition target of 750 GW by 2050 would result in wholesale costs only 0.25% higher than a baseline scenario. The analysis emphasizes that offshore wind complements land-based renewables, reducing the required installation rate of the latter. However, scaling the industry requires substantial capital investment—exceeding $260 billion in the supply chain through 2045—and a shift toward clustered transmission planning to reduce interconnection costs by 35%. The report also projects that a High Ambition scenario could support approximately 390,000 jobs by 2050.

The 2020 Goal 2 Assessment finds that supply chain efforts failed to eliminate deforestation from agricultural commodity production by 2020, noting that while some sector-specific progress exists in Southeast Asia, global impacts remain difficult to link to company initiatives.

A joint investigation by Global Witness and Radio Free Europe (RFE) identifies a supply chain connecting Wintershall Dea's gas condensate production in Western Siberia to the Salavat refinery, which in turn supplies diesel to companies with Russian military contracts. While the report notes it is not possible to determine if a specific barrel of diesel contains Wintershall's condensate, it highlights that the refinery's output reaches suppliers for the Federal Guard Service (FSO) and other military units. The report criticizes Wintershall for its continued shareholding in these ventures and its pursuit of German government compensation despite these connections.

Global Witness reports that heavy rare earth mining has exploded in Myanmar's Kachin Special Region 1, driven by China's need to offshore its polluting mining industry. The process, primarily in-situ leaching, causes severe environmental degradation, including water poisoning and deforestation, while funding militias affiliated with Myanmar's military regime. These minerals, specifically dysprosium and terbium, are critical for permanent magnets used in electric vehicles and wind turbines, linking global green energy goals to human rights abuses and ecological collapse in Myanmar.

The document outlines the necessity of rapid solar PV growth to meet climate targets, identifying high costs as a primary barrier. It proposes a multi-dimensional approach to reduce manufacturing costs by a factor of two or more using lean manufacturing, whole systems design, and end-use efficiency. Additionally, it emphasizes the need to professionalize rooftop installation and calls for government support through stable demand and standardized regulations to avoid supply chain bottlenecks.

The document lists ten financing programs providing grants, seed funding, and technical assistance for renewable energy technologies. These programs target various stages of business development, from R&D and pilots to scaling and commercial expansion, primarily within African nations and other low-income or developing regions. Funding amounts vary significantly, ranging from small grants of US $15,000 to large-scale transition grants of up to US $15 million.

The report argues that biomass co-firing in East Java is plagued by economic failure, ecological damage, and illegal practices. It finds that Perum Perhutani's energy plantation forests (HTE) have caused significant economic losses for local farmers and are financially unviable for the company. Furthermore, it reveals that PLTU Paiton relies on sawdust from illegal sawmills, often involving stolen timber, and that some suppliers manipulate biomass weight by adding water with the complicity of plant officials. The report also notes that major wood pellet exporters, such as PT Kaliandra Merah Nusantara, primarily export to South Korea rather than supplying domestic power plants.

The document outlines job creation potential for coal truckers transitioning to biomass supply chains in South Africa, highlighting that lignocellulosic biomass offers the highest employment potential, with 3,076 driver jobs possible in coal regions alone.