Research Library

Last month, China released its 14th Five-Year Plan (2021-2025) for the energy sector. While clean and low-carbon may be the keywords on paper, in reality, Beijing will continue rely on coal to power its economy and energy transitions, writes the author. Read the post on the Baker Institute Blog.

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.

On August 31, 2021, Energy Dialogues and the Center for Energy Studies hosted the Houston Energy Dialogues for the fifth consecutive year. Co-sponsors of this event were Sempra LNG, Schlumberger and Validere. As in previous years, the dialogues provided a platform for in-depth conversations about the energy industry involving representatives from government, industry, academia, environmental groups and regulatory bodies. Resiliency was a central theme. This report summarizes the day's discussions.

The authors write that enormous volumes of “energy transition waste” — waste from wind turbines, solar panels, lithium-ion batteries, etc. — are anticipated in the coming decades. To cope with this waste and ensure a sustainable energy transition, they call for more data, planning and coordination across the entire global supply chain, in addition to waste management and recycling policies that align with environmental and sustainability goals.

The authors conduct a step-by-step examination of various factors that were blamed for the extended power outage on the ERCOT electricity grid in February 2021. While no single factor fully explains the calamity, the bureaucratic failure in identifying and addressing risks along fuel supply chains was a major failure. Most proposed remedies do not fundamentally address what occurred. The authors make several recommendations, some of which have already been implemented.

The authors take a realistic look at what's needed for the global energy transition to succeed and warn that moving away from fossil fuels too quickly could backfire — stranding climate progress in the so-called “valley of death.”

By subsidizing only electric vehicles and EV batteries produced by union labor in the U.S., the auto industry could face trouble in valuable trade partnerships with Canada and Mexico, writes fellow David Gantz.

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.

An emerging perspective in U.S. public discourse claims that a buildout of renewable electricity would exacerbate supply risks, mining intensity, and import dependence. This ScienceDirect article from fellow Jim Krane and graduate student Robert Idel contends the opposite is true, demonstrating how transitioning to renewables hugely reduces the materials, mining and political risk involved compared to coal.

In 2020, Energy Dialogues and the Center for Energy Studies hosted a virtual event at which representatives from industry, academia, environmental groups and regulatory bodies focused on four themes: the impact of COVID-19 on global energy demand, resiliency in the energy industry, net-zero aspirations and pathways for transitioning to a lower-carbon future. This report summarizes the discussions held during the event.