Research Library

Energy fellow Michelle Michot Foss explains why hydrocarbons are critical minerals for the energy transition and decarbonization efforts.

U.S. oil refiners have had a great run this century. But market events in 2020 signal changes to come that will challenge the industry’s global competitiveness, writes fellow in energy and global oil Mark Finley.

Although on the surface electric vehicles have lower safety risks than cars with internal combustion engines, the introduction of lithium ion batteries into the equation presents unresearched and unquantified hazards and consequences. This is why continued examination and incident analyses are important, writes energy fellow Rachel A. Meidl for the Baker Institute Blog.

Energy fellows Mark Finley and Anna Mikulska explore why U.S. natural gas prices have increased during the COVID-19 pandemic, even as gas prices in Europe and Asia have remained relatively low.

Energy fellow Mark Finley assesses the future of international oil companies given the tremendous pressure they've experienced since the COVID-19 pandemic emerged. Using a football analogy, he suggests that although business leaders are rightly focused on winning the game, they can’t ignore the condition of the playing field.

The liquefied natural gas (LNG) industry faces increasing pressure to do more to achieve climate change objectives. A new product—Green LNG—could help ensure that natural gas keeps its role in the energy transition, if the LNG industry can convert Green LNG into a uniform, tradable commodity, write the authors.

Mark Finley, fellow in energy and global oil, examines cost reduction, capital climate, productivity gains and decline rates as reasons why the U.S. shale industry may struggle to maintain its competitiveness in 2020. Baker Institute Blog: https://bit.ly/3lAyB6R

The oil boom in the 1970s and early 1980s and the resulting social and economic crisis left policymakers with valuable lessons that — considering today’s conversation on the role of the oil industry in Mexico — should not be overlooked.

Prices of natural gas have fallen precipitously in recent months as the global COVID-19 pandemic deepened the already existing misalignment between growing supply and relatively sluggish demand. Post-COVID-19 recovery should increase the demand through 2022, but a soft market is expected to continue through 2025. These conditions could provide an unprecedented opportunity for natural gas buyers/importers.

Rather than offer a forecast that may overstate or understate Covid-19's impact on the U.S. and global economy, the authors highlight what to look for as the pandemic progresses, recedes or oscillates.