TVA is retiring coal-fired generation and replacing it with natural gas, solar, and lithium-ion battery storage, which may affect demand for battery materials and natural gas infrastructure for semiconductor manufacturing regions.
| Signal type | supply_disruption |
|---|---|
| Strategic importance | medium |
| Materials | Lithium, Natural gas |
Primary source: https://www.federalregister.gov/documents/2024/04/08/2024-07411/kingston-fossil-plant-retirement-environmental-impact-statement
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