Without urgent action, the impact of China’s water shortages will ripple across the globe and dramatically perturb global markets for food, energy and industrial goods, write fellow Gabriel Collins and co-author Gopal Reddy.
How durable is the Saudi-Russian relationship, and what are its implications for the longstanding energy-for-security arrangement between Saudi Arabia and the U.S.?
Kristian Coates Ulrichsen, Mark Finley, Jim KraneOctober 18, 2022
As the European Union develops a carbon border tax and the United States considers its own, this report argues for the need to track cross-border carbon trade comprehensively — including trade in fossil fuels.
This paper examines the economic impact of labor shortages in the United States during the COVID-19 pandemic and estimates how many unfilled jobs may exist by 2030. Higher levels of legal immigration could help ease the shortage of workers and boost the economy, the author writes.
The authors examine tensions in nickel supply and value chains within the context of broad aspirations to electrify transport. Through their case study, which focuses on China’s growing presence in Indonesian nickel extraction and processing, they contend that China is positioning itself as a gatekeeper to the energy transition — with vast implications for strategic planning in the United States.
In this paper, the authors seek to quantify the potential energy security consequences of a significant disruption of gas supplies from Russia to Europe, and objectively assess strengths, weaknesses, and consequences of potential response strategies.
Gabriel Collins, Kenneth B. Medlock III, Anna B. Mikulska, Steven R. MilesFebruary 11, 2022
David A. Gantz, the Will Clayton Fellow in Trade and International Economics, analyzes a wide range of factors — including the U.S.-China trade war, the entry into force of the United States Mexico Canada Agreement (USMCA) and the COVID-19 pandemic — that are all contributing to the pressure on the U.S. to decouple from China and to shift supply chains back to North America.
The authors offer strategies to counter an increasingly aggressive China and to position the Indo-Asia-Pacific for continued prosperity and growth under a rules-based regional system. Their recommendations comprise a dynamic blend of diplomatic, information, military and economic action.
Gabriel Collins, Andrew S. EricksonNovember 12, 2020
In this paper, authors examine the concerns raised by a new wealth tax and analyze the economic effects of the tax using a computable general equilibrium model.
John W. Diamond, George R. ZodrowSeptember 15, 2020