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Lithium and Cobalt Supply Trends: Implications for Alternative Fuels
Lithium and cobalt drive EV and renewable energy growth. Lithium-ion batteries, reliant on these minerals, face surging demand from EV adoption. U.S. lithium imports rose sharply to $224M monthly in 2025, while cobalt prices peaked then stabilized. Forecasts show modest increases amid supply expansions in Argentina, Chile, and DRC, with shifts to cobalt-reduced tech for cost stability and sustainable transport. In this study we look into the correlation between the two variab

Jesse Cisneros
Mar 51 min read


Unconventional Energy Sources in the Alternative Fuels Era Part 3: Hydrogen's Complementary Role in EV and Hybrid Ecosystems
Hydrogen is viewed as a complement, not a competitor, to battery-electric transportation. While fuel-cell passenger vehicles are still niche, hydrogen creates value for heavy-duty logistics, industrial decarbonization, and electricity-system flexibility, all of which influence EV and hybrid ecosystems. This complementary ro le strengthens overall transportation decarbonization by addressing segments where batteries face practical limits. Low-emission hydrogen production and d

Thomas Montgomery
Feb 171 min read
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