COP 28 Showdowns

11/21/23 • 5 min

Geopolitics of the Green Transition

Episode highlights:

COP28 is around the corner: both nearby and out of sight
China boosts cobalt strategic reserves
The U.S. SEC may scale back Scope 3 reporting
A Just Energy Transition Investment Program (JET-P) with North Macedonia
Mexico is running dry with water shortages
The viability of the US leader in Small Modular Reactors

Episode highlights:

COP28 is around the corner: both nearby and out of sight
China boosts cobalt strategic reserves
The U.S. SEC may scale back Scope 3 reporting
A Just Energy Transition Investment Program (JET-P) with North Macedonia
Mexico is running dry with water shortages
The viability of the US leader in Small Modular Reactors

Previous Episode

International Discord Ahead of COP 28

The Geopolitics of the Green Transition Weekly update.
- US wants China to forego unabated coal
- Restricted traffic in Panama Canal
- Kenya signs carbon offset deal with UAE
- Lithium-ion battery prices drop
- France's Sustainable Investment Label remake
- US launches new critical minerals coalition
geostreams.org

Next Episode

What positions to expect at COP 28?

This week's letter focuses on the expected positions of different players at COP 28.

We look at three different players, the European Union, the United States, and China, together accounting for just over half of the world’s total carbon emissions.
We look at examples of positions from countries in South America or groupings such as the Least Developed Countries and small island nations.