Research Library

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.

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.

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.

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.

The term “sustainability” is a frequently misconstrued descriptor, oftentimes used synonymously with the concept of a circular economy. In this issue brief, energy fellow Rachel Meidl explains the distinction between circularity and sustainability and how a systems-level approach to waste management can build an economy that is resilient to future global disruptions.

This brief explores a potential hydrogen pathway that also creates opportunities for advanced carbon-based materials in a clean energy future.

A focus on Mexico's ethane supply could boost the country's much-needed economic rebound.

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.

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.