Jonah Allen

This series presents investors and policymakers with a high-level picture of the factors influencing the financing and bankability of green technologies in the United States. For each technology -- including nuclear, solar, wind, hydrogen, long duration energy storage, carbon capture, and industrial decarbonization -- our team of data analysts and market experts conducts in-depth interviews with investors and scholars to ground sector-specific levelized cost models. These models, in turn, allow us to capture the key sensitivities governing each technology's cost profile and identify the most important levers for optimizing their financial viability. With these reports, we aim to equip decisionmakers, on both the investment and the policy sides, with the insights they need in order to make informed decisions that will accelerate the transition to a low-carbon economy.

The energy transition represents a significant opportunity for countries producing the materials critical to electrification. In this series, we look at eight such materials: aluminum, cobalt, copper, natural graphite, iron, lithium, manganese, and nickel. As demand for so-called “critical minerals” grows, producer countries must develop robust strategies for effective value capture to transform a temporary windfall into an opportunity to grow shared wealth and climb the value chain. Doing so demands both institutional capacity and political will.