Energy Sparks 06/01: AI, UK EV Records & Battery Mineral Deficits
This week, we explore the UK’s EV record, the evolving role of AI in energy, and the supply challenges for critical minerals in clean energy transitions. From France and Germany’s electricity comparison to visualizing battery mineral deficits, it’s a roundup of key insights shaping the future of energy.
Clean Energy Transitions & Critical Minerals
The global shift to clean energy is driving unprecedented demand for critical minerals to power new technologies. However, refining and processing remain highly concentrated in a few regions. Experts emphasize the need for diversification to mitigate supply chain risks.
UK’s EV Record-Breaking December
Battery electric vehicles made history in the UK this December, becoming the most registered fuel type for the first time. It’s a clear sign of the accelerating transition toward sustainable transportation.
AI’s Transformative Year in Energy
2024 marks a pivotal year as the energy sector embraces AI and vice versa. Michael Liebreich explores whether the AI-driven data center boom represents a fleeting bubble or a transformative shift for the energy industry.
France vs. Germany: Electricity in 2024
A striking comparison of France and Germany’s electricity generation reveals France’s CO₂ emissions averaged just 19 grams per kWh—18 times cleaner than Germany’s 349 grams. This stark difference highlights the impact of nuclear and renewable energy mixes.
Battery Mineral Deficit Visualized
An insightful visualization from VCElements shows the projected supply deficit for key battery minerals over the next decade. With demand for EVs and storage solutions soaring, addressing these shortages is vital for the energy transition.