Research Library

Information and cyber action have been important but ancillary components of the Ukraine war since its outbreak on February 24, 2022. We offer a set of observations:

Gas geoeconomics is an essential prerequisite for victory over Russia in Ukraine and US credibility in Asia—and should be one of Washington’s top national security priorities, the authors write.

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.

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.

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.

The war in Ukraine could severely disrupt exports of Russian gas to Europe. Energy fellows Steven Miles and Gabriel Collins explain how existing LNG floating storage vessels can provide a concrete, rapidly implementable gas supply solution until longer-term infrastructure investments are in place.

Gabriel Collins, the Baker Botts Fellow in Energy & Environmental Regulatory Affairs, testified before the U.S.-China Economic and Security Review Commission during a hearing on China's energy plans and practices. In his written testimony, Collins focuses on China’s interests in fossil energy resources and how they affect its energy procurement infrastructure. He also examines the extent to which China's energy import dependence has shaped the development of its military capabilities.

This executive summary recaps a longer report that seeks to quantify the energy security consequences of a disruption of gas supplies from Russia to Europe, and to assess strengths, weaknesses and consequences of potential responses.

In this paper, the authors seek to quantify the potential energy security consequences of a significant disruption of gas supplies from Russia to Europe, and objectively assess strengths, weaknesses, and consequences of potential response strategies.

The authors take a realistic look at what's needed for the global energy transition to succeed and warn that moving away from fossil fuels too quickly could backfire — stranding climate progress in the so-called “valley of death.”