Research Library

Abu Dhabi has shown increasing discomfort with OPEC’s actions in recent years. Do diverging interests spell departure? Fellows Jim Krane, Kristian Coates Ulrichsen and Mark Finley weigh the risks and opportunities of an OPEC exit by the UAE.

This policy report examines the push and pull factors that contribute to the formation of so-called “migrant caravans” and offers policy recommendations to staunch the flow of migrants through Mexico.

President Vladimir Putin’s invasion of Ukraine has backfired in many ways. For one, it’s leading to a diminished Russian energy export economy and spurring Europe to a clean energy future, writes fellow Jim Krane.

The short days and winter storms of January have kept drivers off the roads—lowering the demand for gas and increasing the available supply. Yet, oil prices are still rising as the Russia-Ukraine war continues to disrupt global energy markets. We discuss the latest market trends and developments in global energy markets— including the European Union embargo on Russian oil exports and the price caps that G-7 nations are preparing to set on Russian diesel, kerosene and oil.

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.

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.?

With conflict on two fronts, and natural gas squarely in the crosshairs, the US LNG industry will be needed to support our allies in both Europe and Asia this winter, write the authors.

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.

The Saudi leadership has repeatedly rebuffed requests from President Biden and leaders of oil-importing countries to accelerate production increases. But recent price differentials could signal an intent to quietly steer crude into Europe to replace Russian supplies, writes the author. Read the post on the Baker Institute Blog.  This article originally appeared in the Forbes blog on May 4, 2022.