Research Library

Yemen’s Houthi have mounted a selective counter-shipping campaign in the Red Sea that has disrupted global trade between Asia and Europe. In a new issue brief, fellow Jim Krane describes how the attacks have triggered major shipping delays and expenses for firms based in countries friendly to Israel — effectively acting as economic sanctions and demonstrating the power of a non-state actor to undermine global norms around freedom of navigation.

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.

Although once known for its robust urea and ammonia production capabilities, Mexico found itself particularly vulnerable to soaring international fertilizer prices in 2021. With the global circumstances surrounding the spike in prices likely to linger through 2022, and Mexico's state-owned infrastructure still hampered by technical issues, the impact could be borne all the way to dinner tables in the form of higher nutrient prices for local farmers and food inflation.

A focus on Mexico's ethane supply could boost the country's much-needed economic rebound.

The authors examine the recent attacks on oil infrastructure in Saudi Arabia and other Persian Gulf nations to shed light on the current state of U.S.-Gulf strategic relations and the potential directions of its evolution in coming years.

In the near term, a ban on shale development in Mexico will have little impact since factors like limited infrastructure and access to water would likely stall progress in any case, the authors conclude. In the long-run, a ban may adversely affect efforts to diversify Mexico’s gas supply.

The revival of domestic production of urea (i.e., nitrogen fertilizer) in Mexico could become one of the key elements to delivering food sovereignty, one of President-elect Andrés Manuel López Obrador major campaign promises, postdoctoral fellow Adrian Duhalt writes in this issue brief.

In June 2018, Saudi Arabia finally put an end to its legal ban on women driving, opening the way for millions of new drivers to navigate across a country three times bigger than Texas. While the long-overdue policy shift provides relief to women who lacked freedom of mobility, the onset of so many new drivers has enormous consequences for transportation and the energy sector, as well as labor market participation and public health.

Since 2010, Mexico’s demand for natural gas has been accompanied by a decline in domestic production, making imports of this resource increasingly vital. The author of this brief argues that private and state-owned firms — from producers to pipeline operators — and a solid governmental regulatory apparatus must now help guarantee the consistent supply of natural gas.

The extent of fuel theft from pipelines in Mexico is now so great that it is becoming a serious financial burden for state-owned petroleum company Pemex and, more broadly, may pose a challenge to the implementation of policies designed to liberalize Mexico's gasoline market, writes postdoctoral fellow Adrian Duhalt.