This paper models the oil strategy of Gulf Arab states under three future energy transition scenarios. Under the most ambitious scenario, the region would have to decouple its oil revenues from its economic growth and could face significant economic and political consequences.
This issue brief highlights the potential collaboration between Arab countries and China in dealing with the global energy transition, and examines the energy transition from the perspectives of the world's largest economy (China) and richest hydrocarbon region (the Middle East).
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.
This paper lays out one potential step-by-step path toward decarbonizing Saudi Arabia, imagining a sweeping restructuring of a fossil fuel-driven society and economy.
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
Although Mexican President Andrés Manuel López Obrador is confident that measures implemented in the first half of his tenure will help Mexico to achieve energy self-sufficiency, his optimism must be weighed against the evidence, writes nonresident scholar Adrian Duhalt. In this brief, Duhalt explains the flaws in López Obrador’s plan and why Mexico is unlikely to achieve energy self-sufficiency anytime soon.
The energy policies of the United States and Mexico are at a crossroads, writes nonresident scholar Isidro Morales. In this report, he explains that the future direction of energy in both nations depends on how global energy markets adjust to the latest shock to the system — Russia’s invasion of Ukraine.
As iron ore, copper, and lithium producers, Brazil and Chile have a competitive advantage in the global energy transition. This brief outlines the countries' opportunities to profit from their exports while reducing their domestic consumption of fossil fuels.