Research Library

Yemen’s Houthi have mounted a selective counter-shipping campaign in the Red Sea that has disrupted global trade between Asia and Europe. In a new issue brief, fellow Jim Krane describes how the attacks have triggered major shipping delays and expenses for firms based in countries friendly to Israel — effectively acting as economic sanctions and demonstrating the power of a non-state actor to undermine global norms around freedom of navigation.

Driven by the USMCA trade agreement and seeking to reduce supply chain disruptions, Chinese companies are setting up shop in Mexico, closer to major U.S. markets. In this issue brief, fellow David Gantz explains the pressures behind this investment and the likely impacts on the North American economy.

A pledge to boost regional competitiveness is a welcome outcome of last month's North American Leaders’ Summit. But the region’s policymakers should remember the lessons of the past as they work to do so, writes fellow David A. Gantz.

Europe’s reliance on fuel-switching and demand-rationing — and its need for new natural gas supply sources — will persist through this winter into next year. Using a newly developed interactive dashboard, Center for Energy Studies experts analyze possible winter scenarios using Germany as a case study.

The U.S. is facing an acute semiconductor shortage, exacerbated by pandemic-related disruptions to global supply chains, writes fellow Joyce Beebe. In this brief, she analyzes two federal proposals that seek to expand U.S. semiconductor manufacturing and weighs the pros and cons of including tax incentives in any final bill.

Gabriel Collins, the Baker Botts Fellow in Energy & Environmental Regulatory Affairs, analyzes the impact of China’s emerging demographic decline, debt burden and increasingly likely structural economic growth downshift on global oil and gas markets.

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.

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.

There is a growing global momentum to address the critical economic and environmental problem of plastic waste management. Fellow Rachel A. Meidl discusses the key elements and causes of this problem and explores policy actions for reducing the reliance on single-use plastics.

South America is likely facing a "second wave" of Chinese investment. How will China's rise to global economic power — and its transition to a new economic growth model — impact South America?