With the 2024 presidential election, Taiwan faces a major decision about its energy future. A potential phaseout of nuclear power could put the island’s energy security and decarbonization efforts at risk, writes the Center for Energy Studies’ Shih Yu (Elsie) Hung.
"Decoupling” from China would come at the cost of American opportunity and influence, writes fellow Gabriel Collins. Instead, “de-risking” — loosening China’s grip on global supply chains without cutting ties entirely — would better serve American interests.
With conflict on two fronts, and natural gas squarely in the crosshairs, the U.S. LNG industry will be needed to maintain commitments and support allies and trading partners in both Europe and Asia this winter.
Steven R. Miles, Gabriel Collins, Anna B. MikulskaAugust 17, 2022
Proactive U.S. efforts to enhance Europe’s gas security and blunt Russia’s ability to use gas for hybrid warfare would directly support its ability to sustain and upgrade its combat credibility in East and Southeast Asia. By incentivizing upstream gas investments globally through the demand call associated with a broader European move to replace Russian gas with LNG, gas geoeconomics would over the medium term also help increase global LNG supply to the ultimate benefit of U.S. allies in Asia, foremost among them Japan and South Korea.
Gabriel Collins, Anna B. Mikulska, Steven R. MilesAugust 4, 2022
The authors conduct a step-by-step examination of various factors that were blamed for the extended power outage on the ERCOT electricity grid in February 2021. While no single factor fully explains the calamity, the bureaucratic failure in identifying and addressing risks along fuel supply chains was a major failure. Most proposed remedies do not fundamentally address what occurred. The authors make several recommendations, some of which have already been implemented.
Peter R. Hartley, Kenneth B. Medlock III, Shih Yu (Elsie) HungFebruary 2, 2022
This is the first analysis focused specifically on whether subnational resource curse dynamics seen in other oil-rich locales (1) apply to the Permian Basin and if so, to what extent, and (2) compensatory policy steps.
U.S. backing of key gas infrastructure projects in Central and Eastern Europe can foster deeper market liberalization, the authors write, and make European partners more resilient against Russian energy coercion.
Gabriel Collins, Anna B. MikulskaFebruary 12, 2021
The authors explain why, over the next decade, gas geoeconomics policies can enhance energy security, solidify market liberalization, and also reduce emissions by maximizing the use of clean-burning natural gas. Central and Eastern Europe offer fertile ground for interested countries to partner with the United States in this policy direction.
Gabriel Collins, Anna B. MikulskaSeptember 9, 2020