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.
Gabriel Collins, Anna B. Mikulska, Steven R. MilesAugust 25, 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.
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.
Gabriel Collins, Kenneth B. Medlock III, Anna B. Mikulska, Steven R. MilesFebruary 11, 2022
With opposition to large-scale energy infrastructure on the rise, transmission service providers find it problematic to build the new power lines essential to a greener grid. This paper highlights the Texas Competitive Renewable Energy Zone initiative (CREZ) — a case study of the difficulties that new power lines face and the policy choices that can facilitate development of this necessary infrastructure. The CREZ experience can inform development of new large-scale transmission infrastructure in other regions.
The authors compare the impacts of energy-related sanctions against Russia and a market-based geoeconomics policy, and suggest options for U.S. involvement in the region.
This paper contends that it is worth evaluating which state-owned petrochemical assets in Mexico could be strengthened to support both economic recovery and President Andrés Manuel López Obrador’s agenda.
Nonresident scholar Isidro Morales argues that the best way to improve Mexico's energy autonomy, with political clout for the state, is to back the resiliency of its energy systems, in both fossil and non-fossil fuels.
The authors examine the potential impacts of the U.S.-China trade dispute for U.S. and Northeast Asian economies, with a specific focus on energy markets.
Kenneth B. Medlock III, Ted Loch-Temzelides, Woongtae ChungFebruary 4, 2020