Research Library

The oil glut and the unprecedented drop in demand, along with plummeting oil prices due to the coronavirus pandemic, is revealing the strengths and weaknesses of oil firms globally. The authors consider four NOCs — Ecopetrol, Petrobras, Petronas and Pemex — in the context of the current crisis.

This policy report explains how specific tools of economic statecraft can be applied to reduce risks caused by dependence on People’s Republic of China-dominated supply chains for critical goods. It offers foundational building blocks for the formulation and implementation of a larger strategy to reduce American vulnerabilities to China.

The COVID-19 pandemic has compounded concerns over a U.S.-China trade deal, write the authors, but a mutual commitment to long-term purchases could be the solution. Read more on the Baker Institute Blog. This post originally appeared in the Forbes blog on April 8, 2020.

Nonresident fellow Anna Mikulska explores the future of natural gas markets in the aftermath of the Covid-19 pandemic. Forbes blog: https://bit.ly/39zeNJK

The authors outline a cure for a component of the U.S.-China Phase 1 Trade Agreement that requires China to purchase $50 billion of energy products in the next two years.

In this report, author David Gantz continues his series on the United States-Mexico-Canada Agreement (USMCA) by discussing some of the changes adopted from the Trans-Pacific Partnership, including those relating to state-owned enterprises and special sectoral standards, which may have a major impact on North American trade.

Using a framework based on vulnerability, risk and offsets provides valuable insights for evaluating the security of an energy system in transition, writes energy fellow Mark Finley.

The authors examine the recent attacks on oil infrastructure in Saudi Arabia and other Persian Gulf nations to shed light on the current state of U.S.-Gulf strategic relations and the potential directions of its evolution in coming years.

Given the growing problems associated with plastics, what policy approaches are best equipped to manage global plastic pollution? Policies invoking a modified version of the precautionary principle might be a useful approach, writes energy fellow Rachel A. Meidl.

The rising use of low-speed electric vehicles (LSEVs) in China may have a dramatic effect on local gasoline demand and therefore global oil prices, writes energy fellow Gabriel Collins.