Energy & Technology Transitions

ENERGY & TECHNOLOGY TRANSITIONS

Spanning Electricity, Critical Minerals, and Carbon Capture

Meeting the unprecedented energy demands driven by AI-powered data centers, the continued expansion of renewable energy, and the rapid adoption of electric vehicles will require significant investment and transformation across the U.S. energy system. We work with industry, government, and research partners to address the evolving demands on energy and critical mineral supply chains while assessing the implications for markets, workforce development, national security, and environmental sustainability. Through data-driven analysis and collaborative research, we help stakeholders navigate complex challenges and identify pathways to a resilient, secure, and sustainable energy future.

2026

THE TOP 20 GLOBAL COMPANIES IN THE ENERGY TRANSITION

This technical bulletin presents top 20 global companies in the energy transition.

2025

THE ELECTRIC VEHICLE TRANSITION:

A GUIDEBOOK FOR LOCAL GOVERNMENTS

EV transition guidebook for local govern.png

This guidebook is the culmination of joint work intended to provide officials in local and regional governments an understanding of the complexities of the rapid EV Transition that impact almost every aspect of governance.

PATH TO NET-ZERO CARBON EMISSIONS FOR THE TRANSPORTATION SECTOR IN KENYA

The report puts forward a variety of recommendations including demand aggregation strategies, bulk ordering strategies, strategic partnerships, SMART charging & TOU tariffs, and potential outright bans on the registration of ICE vehicles supported by case studies in Rwanda, India, and Vietnam.

2024

THE EMERGING HIGHWAY AND ROADS REVENUE GAP

As the U.S. and other nations shift from fossil fuel vehicles to zero-emission electric vehicles, states must develop new transportation funding strategies to replace declining fuel tax revenues and avoid severe economic, environmental, and infrastructure consequences.

THE EMERGING ROLE OF INSURANCE

IN VOLUNTARY CARBON MARKETS

emerging role of insurance in Carbon market.png

This report undertakes the important role that global insurance will play to derisk the net-zero carbon transition and accelerate the growth of reliable carbon removal projects.

U.S. ELECTRICITY TRANSITIONS:

EMERGING THREATS & OPPORTUNITIES FOR THE RESILIENCY & RELIABILITY OF THE U.S. GRID

Across the U.S., rapid policy shifts, technological advances, and climate change are straining the reliability and resilience of the aging power grid, which faces growing electricity demand and rapid expansion of battery storage capacity—challenges that must be addressed to protect communities, the economy, and national security.

2023

THE UNITED STATES OFFSHORE WIND PERMITTING PROCESS

With the introduction of new global Net Zero carbon commitments, renewable energy is on the rise to support carbon neutral manufacturing, transportation, and housing.

2022

SUSTAINABLE FUELS AND THE AVIATION SECTOR

The global commercial airline industry in 2021 made bold commitments to achieve net-zero carbon emissions. Sustainable aviation fuels will play a critical role in this transition.

LITHIUM BATTERY MANUFACTURING

& THE EV TRANSITION

lithium battery manu and ev transition.png

To ensure the long-term success of EV’s within the US, it’s vital that the United States invests in a growing and diversified supply chain for EV batteries, without relying on imports.

THE EV TRANSITION:

IMPLICATIONS FOR THE US GAS STATION& CONVENIENCE STORE INDUSTRY

ev transition implications US gas stat and store.png

This report will explore elements of the transition such as legacy industry statistics and trends, environmental threats such as CO2 emissions and leaking underground storage tanks (USTs), EV charging business models and related policy needs.

THE LEAD ACID BATTERY INDUSTRY AND THE EV TRANSITION

The electric vehicle transition has taken the mature lead acid battery industrial sector by storm with phenomenal charging/efficient energy use that the lead-acid battery has never held as an attribute.

CRITICAL MINERALS & THE ELECTRIC VEHICLE TRANSITION

The production of lithium-ion batteries relies on five critical minerals—lithium, cobalt, manganese, nickel, and graphite—whose limited supply chains, concentrated production, and environmental and social impacts pose major challenges to a sustainable and equitable EV transition.

Sign up for email updates