Research Library

Political, market and geopolitical headwinds have slowed down Biden’s ambitious climate plans, write energy experts Anna Mikulska and Michael Maher. In this brief, they explore why progress on decarbonization is likely to be more gradual than initially envisioned.

The UK recently announced that it will pursue commercial arrangements with up to 20 individual U.S. states, beginning with Texas. In this brief, fellow David Gantz explores what these arrangements could achieve and the potential legal and constitutional constraints that may limit their reach.

Although once known for its robust urea and ammonia production capabilities, Mexico found itself particularly vulnerable to soaring international fertilizer prices in 2021. With the global circumstances surrounding the spike in prices likely to linger through 2022, and Mexico's state-owned infrastructure still hampered by technical issues, the impact could be borne all the way to dinner tables in the form of higher nutrient prices for local farmers and food inflation.

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.

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.

Comparing Tesla's market penetration to incumbent automakers raises questions about scale for both Tesla and the electric vehicle sector at large, writes energy fellow Gabriel Collins.

Reducing gas flaring throughout the U.S. would provide substantial economic and environmental benefits, writes energy fellow Gabriel Collins.

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.