As iron ore, copper, and lithium producers, Brazil and Chile have a competitive advantage in the global energy transition. This brief outlines the countries' opportunities to profit from their exports while reducing their domestic consumption of fossil fuels.
With its significant reserves of critical metals and other geographic advantages, Chile is well positioned to help enable the energy transition. The authors discuss the country's leveraging of its copper and lithium resources and its growing trade with China.
As a potential producer and exporter of green hydrogen — a fuel that can be burned without producing greenhouse gas emissions — Chile is at the forefront of the global energy transition. However, becoming a major exporter of green hydrogen is not without its challenges, writes the author.
Changes in Russian natural gas policy point to a new strategy where Gazprom and Novatek follow different operating rules, allowing Russia to adjust to a changing natural gas market. The authors explain how this arrangement is playing out on the world energy landscape.