Rethink Energy 164: Rethink publishes new solar module price report; Nuclear sees boost from COP28; US releases IRA guidance
Rethink Energy has published its new solar module price report covering the next 17 years of technological developments and the effect this will have on global supply chains. COP28 has given nuclear energy a significant boost despite the difficulties in bringing online new capacity. Finally the US treasury has released guidance on what exactly constitutes a foreign entity of concern, bringing massive implications for the structure of the future US battery industry.