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As the world bumps toward energy…

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.

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.

In American Coal Magazine, fellow Michelle Michot Foss examines the world’s continued dependence on fossil fuels as it pursues the energy transition.

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.?

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.

The authors evaluate the global oil market's ability to deal with a disruption of Russian production and exports after Russia's invasion of Ukraine.

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.

Understanding the strategic and tactical considerations of Saudi Arabia will be the key factor for the success of U.S. policy in the wake of the oil price crash and Covid-19 outbreak.