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...“Fabricating chips in America but then shipping them overseas to be packaged creates supply chain and national security risks that we just can’t accept,” the administration said, in a reference to US reliance...
...The federal Treasury department said this week that Georgia had received almost $15bn worth of clean-energy project investments since the IRA passed in August 2022....
...According to his LinkedIn profile, he previously worked in government affairs for Cheniere Energy and as a senior adviser to the chief of executive of Tellurian Inc, two companies which pioneered the development...
...Treasury guidance “will greatly dictate where the level of interest is and how much of that investment goes towards the US versus other parts of the of the global economy”, said Adam Peters, head of North America...
...Currently, only SK Hynix, compatriot Samsung Electronics and America’s Micron are capable of providing HBM chips....
...South Korean battery makers LG Energy Solution, SK On and Samsung SDI, which have all received billions of dollars under the IRA, are projected to account for 44 per cent of North America’s total battery...
...Pillars of the old model, such as cheap energy and labour, are creaking....
...“SK on the other hand is more exposed to Ford, which doesn’t yet have a competitive offering.”...
...Three Korean battery suppliers — LG Energy Solution, SK On, and Samsung SDI — are among the global top 10 in making batteries for the growing EV market....
...North America was the top destination for investment among all global executives, followed by Europe....
...This improvement is critical to AI chipmakers as proximity between chips uses less energy — HBM uses about three-quarters less than traditional structures....
...Allan Swan, president of Panasonic Energy of North America, told Nikkei on the sidelines of CES that the Tesla supplier still needs “more plants” to reach its goal of increasing annual production capacity...
...Chinese leaders, after all, might be more concerned about showing weakness to the US and western world than ByteDance losing billions if TikTok is banned in America....
...America will lose what makes it America,” he wrote....
...Only utilities (a fixed income substitute at a moment of high rates) and energy (beset by low oil prices) have produced disappointing results....
...America’s political industry is lucrative even for those who have lost elections, the FT writes....
...The International Energy Agency this year found the global energy industry was responsible for 135mn tonnes of methane emissions in 2022, only slightly below record high levels of 2019....
...“Petrochemical overcapacity and the resulting lower prices for virgin material make life harder for producers of recycled plastics,” said Ciarán Healy, analyst at the International Energy Agency....
...The energy division also encompasses HomeServices of America, a real estate brokerage enmeshed in its own litigation....
...“They’ve run into some ramp up issues,” said Ur-Energy Inc chief executive John Cash, which is restarting production at two mines in Wyoming....
...“This effort supports President [Joe] Biden’s Investing in America agenda to onshore and reshore domestic manufacturing of technologies that are critical to reaching the clean energy and transportation future...
...The German, 56, said he had “run out of energy”....
...South Korea’s Samsung and SK Hynix, the world’s leading memory chipmakers, have stopped selling used chipmaking equipment lest they fall foul of US export restrictions, with used machines being stored in...
...In late 2022, after it was placed on a list of financial firms boycotting fossil fuel companies in Texas, BlackRock said it had invested more than $100bn in Texas energy companies, notably ExxonMobil....
...As non-Chinese companies that stand to benefit from the IRA’s restrictions on Chinese sourcing, Korean battery makers LG Energy Solution, SK On and Samsung SDI have all set up North American joint ventures...
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