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40 Results
Docked cargo ship
Slicing the Gordian Knot on Energy, Minerals, and Materials Outlooks
The link from resource endowment to profitability is intimately tied to the full supply chain. In the U.S., concern about market concentration in China is motivating policy intervention to reorient supply chains in the interest of energy and national security. This is not without its obstacles, however. Michelle Michot Foss discusses how new U.S. laws intersect with the challenges of aligning materials supply chains with green energy goals amid political and economic pressures.
Michelle Michot Foss August 22, 2024
Energy Insights 2024
Engines of Change: Innovation and Growth
Ken Medlock highlights the importance of supply chains and legacy infrastructures for the success of new technologies and stresses the role of coordination along supply chains to drive value. A holistic awareness of economics, politics, regulation, and resource scarcity is critical for developing market structures that support investment for effective decarbonization.
Kenneth B. Medlock III August 22, 2024
Solar panels in front of wind turbines
Reimagining Sustainability: A Systems Approach for a Resilient Future
Rachel A. Meidl discusses why sustainability requires an approach that includes environmental, social, and economic factors across the entire supply chain spanning the life cycle of energy systems. Sustainability must move beyond a narrow focus on carbon metrics to address broader impacts and drive innovation. As companies emphasize sustainability imperatives, life cycle management will become increasingly important.
Rachel A. Meidl August 22, 2024
Trade+Ports
Nearshoring in Mexico: Seizing Opportunities and Facing Challenges
Nearshoring is gaining global economic significance, with Mexico poised to capitalize on this trend due to its proximity to the U.S., skilled work force, and other competitive factors. A brief commissioned by the Center for the U.S. and Mexico outlines these advantages and discusses the infrastructural challenges that Mexico must overcome to unlock its nearshoring potential.
Indira Romero, Jesús Antonio López Cabrera July 16, 2024
Oil+gas
The Power Problem: Nearshoring and Mexico’s Energy Sector
Nearshoring offers Mexico a major economic opportunity; however, current policy hindering power expansion, energy transition, and private investment forestalls this prospect. A report by the Center for the U.S. and Mexico on their collaborative workshop series with Tecnológico de Monterrey dissects the power sector’s critical role in nearshoring efforts and offers policy recommendations for a way forward.
Tony Payan, Rodrigo Montes de Oca, Rolando Fuentes, Roberto Duran-Fernandez July 3, 2024
electric vehicle factory
How the US-China Trade War and the Inflation Reduction Act Could Shape Mexico’s Nearshoring Future
Amid U.S. efforts to strengthen supply chains and counterbalance China’s growing influence, Mexico is poised to benefit from “nearshoring,” writes scholar Adrian Duhalt. This brief explores how the Inflation Reduction Act and rising trade tensions between the U.S. and China could help Mexico secure its top trading position with the U.S. for years to come.
Adrian Duhalt April 23, 2024