This week's news includes two contrasting speeches to the UN from the leaders of China and the USA, about climate commitments, as China sets out plans to reach carbon neutrality by 2060. Rethink Energy's analysis shows that this drive continues to come from the solar sector, while the country gears up to lead supply chains in energy storage.

With Tesla and Nikola both seeing stock prices falling for different reasons, the team also discusses how different forms of leadership will define how the companies displace incumbents in the transport sector, while companies like Daimler scramble to keep up with hydrogen innovation.