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.
Jim Krane, Kristian Coates Ulrichsen, Mark FinleyJune 1, 2023
China’s dominance over the supply of rare earths — which are critical for energy transition and defense technologies — should spur U.S. policymakers to bolster raw materials supply chains, write energy fellow Michelle Michot Foss and co-author Jacob Koelsch.
Michelle Michot Foss, Jacob KoelschDecember 19, 2022
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
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.
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.
More than a decade after G20 representatives pledged to phase out fossil fuel subsidies, significant barriers to a full retraction remain. This paper examines the political and social rationale behind fossil fuel subsidies, the factors that make them so difficult to retract, and offers policy recommendations aimed at easing the path to subsidy reform.