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Finding alternatives to Chinese suppliers could mean added costs for US buyers
Also in today’s newsletter, a new documentary on how Biden’s landmark climate law changed the world
New body will explore targeted taxes on fossil fuel and other sectors
Discussions over creation of Australian national champion in LNG production follow two large US deals
Electric-vehicle battery maker’s technology disconnected from US military base
Diverse geopolitics, smart researchers and resourceful traders are undermining attempts to control critical products
Record supply from world’s top producer complicates Opec+ maths and White House climate push
Supermajor targets annual project investment of $22bn-$27bn through 2027 and 10% rise in output
Consolidation may force greater discipline, reining in excess investment and operating overheads
Investors are betting cartel’s reductions will be offset by weak demand and rising supply from elsewhere
Fear rises in Georgetown as Caracas claims ‘overwhelming’ mandate to exploit deposits in disputed Essequibo region
Subsidy is part of a deal with the UK to postpone tariffs on EV trade
Tech giant wants suppliers to build key component in India as part of broader effort to diversify supply chain
Chief executive Jakob Stausholm says steel mills running ‘flat out’ but property slowdown still ‘challenging’
Campaign groups put total tally of sector’s representatives at more than 2,450
Britain’s largest water utility faces scrutiny from parliamentarians and the regulator
Proposed 49% holding in East Anglia wind farm is latest in string of Emirati deals in Britain
UK utility must simplify its financial structure
New research shows goals of Paris accord are increasingly in jeopardy as almost 200 countries gather at COP28
Environmentalists warn move to extract minerals needed for green industries risks damaging fragile ecosystems
Also in today’s newsletter, US proposes new carbon offset standards
Western sanctions on Russian crude exports are one year old but what have the measures achieved
‘We are a catastrophe for them,’ says Venture Global’s Mike Sabel after oil majors allege $18bn windfall
Also in this newsletter: Italy impounds a German-funded migrant rescue ship
Plus, the surreal reason why a Brookfield-led bid to buy Origin Energy was rejected, and the spicy story behind Gymkhana’s buyout investor
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