Research Library

This executive summary recaps a longer report that seeks to quantify the energy security consequences of a disruption of gas supplies from Russia to Europe, and to assess strengths, weaknesses and consequences of potential responses.

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.”

Reversing a more typical pattern of using existing security ties to attract investors, Guyana and Qatar have demonstrated how two small states can use foreign direct investment by oil and gas firms to bolster security ties with the U.S., writes energy fellow Jim Krane in a new article for Resources Policy.

In October the UAE declared a goal of reaching net-zero emissions by 2050. That goal seems incredibly lofty for an oil-dominated economy, but the UAE's particular advantages may uniquely suit the task, energy fellow Jim Krane explains in this week's Forbes post.

Amid recent disputes on oil trade, "fractious Saudi-UAE relations are ... better understood as a return to the pre-2015 status quo than a unique diplomatic breach," write Jim Krane and Kristian Coates Ulrichsen.

Joe Barnes explores why, in the absence of a viable alternative that does not involve an open-ended commitment in Afghanistan, President Biden’s plan to withdraw makes sense — even if it does entail potential real costs and real risks. Read his post in the Baker Institute Blog.

This brief explores pressing issues the Biden administration should address in developing a strategy for the Middle East. It provides analysis and policy recommendations related to the GCC states, U.S.-Iran relations, Islamist groups, and refugees and migration. Further CME publications will address issues such as the prospects for Israeli-Palestinian peace and the crisis in Lebanon.

Fellow Kristian Coates Ulrichsen examines where the six nations of the Gulf Cooperation Council currently stand in their outlook and approaches toward the Israeli-Palestinian issue.

Saudi Arabia’s newfound willingness to take a stand against oil quota cheats has forced the rest of OPEC+ to adhere to their quotas. Will today’s discipline – driven by the biggest-ever plunge in oil demand – fade alongside the virus? Read more in the Baker Institute Blog.

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.