Research Library

Abu Dhabi has shown increasing discomfort with OPEC’s actions in recent years. Do diverging interests spell departure? Fellows Jim Krane, Kristian Coates Ulrichsen and Mark Finley weigh the risks and opportunities of an OPEC exit by the UAE.

This paper models the oil strategy of Gulf Arab states under three future energy transition scenarios. Under the most ambitious scenario, the region would have to decouple its oil revenues from its economic growth and could face significant economic and political consequences.

China’s dominance over the supply of rare earths — which are critical for energy transition and defense technologies — should spur U.S. policymakers to bolster raw materials supply chains, write energy fellow Michelle Michot Foss and co-author Jacob Koelsch.

How durable is the Saudi-Russian relationship, and what are its implications for the longstanding energy-for-security arrangement between Saudi Arabia and the U.S.?

Gas geoeconomics is an essential prerequisite for victory over Russia in Ukraine and US credibility in Asia—and should be one of Washington’s top national security priorities, the authors write.

The authors evaluate the global oil market's ability to deal with a disruption of Russian production and exports after Russia's invasion of Ukraine.

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.

Understanding the strategic and tactical considerations of Saudi Arabia will be the key factor for the success of U.S. policy in the wake of the oil price crash and Covid-19 outbreak.

Iran is on the brink of “water bankruptcy” in large part because the Iranian government’s aspirations for wheat self-sufficiency are driving high agricultural water use, fellow Gabriel Collins writes in this research paper. The paper analyzes Iran’s water situation and proposes policy solutions to slow the rapid depletion of the country’s groundwater.

This paper explores the constitutional and legal standards regarding oversight systems related to accountability, transparency and responsibility within the scope of the energy reform in Mexico. It analyzes these regulatory structures and assesses whether the procedures satisfy the constitutional principles that the energy reform establishes for the petroleum sector. It also identifies challenges and opportunities for improvement presented by the legislation.