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United States2024-03en

Energy Transitions: Local Water Concerns and Climate Impacts

Summary

This Sandia report, published in March 2024, examines the impact of local water concerns and climate change on energy transition technologies in China, Germany, and France. It identifies that global investments in clean energy total approximately $1.7 trillion, surpassing fossil fuels. China leads with annual additions of 75 GW of wind and over 100 GW of solar, concentrating 39.2% of its solar manufacturing in Jiangsu province. Germany plans to expand hydrogen electrolyzer manufacturing from 1.04 GW to 6 GW and has 343 GW of battery manufacturing capacity. France has 117 GW of battery capacity, 97.6% of which is in Heights-of-France, and a new lithium mine capable of supplying 700,000 EV batteries annually. All three nations face increasing risks from heatwaves, droughts, and floods, with specific concerns like the Rhine River's water levels falling to 50% of normal in 2023, and China's Yangtze River shipyards potentially being underwater by 2060.

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