Research Library

The Saudi leadership has repeatedly rebuffed requests from President Biden and leaders of oil-importing countries to accelerate production increases. But recent price differentials could signal an intent to quietly steer crude into Europe to replace Russian supplies, writes the author. Read the post on the Baker Institute Blog.  This article originally appeared in the Forbes blog on May 4, 2022.

What would happen if Russian gas stopped flowing to Europe? After recent gas cutoffs to Poland and Bulgaria, other countries’ decision on gas imports from Russia need to represent a definitive, unifying statement that time for Russian dominance over EU gas imports is over, write the authors. Read the post on the Baker Institute Blog.  This article originally appeared in the Forbes blog on May 3, 2022.

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.

The war in Ukraine could severely disrupt exports of Russian gas to Europe. Energy fellows Steven Miles and Gabriel Collins explain how existing LNG floating storage vessels can provide a concrete, rapidly implementable gas supply solution until longer-term infrastructure investments are in place.

Gabriel Collins, the Baker Botts Fellow in Energy & Environmental Regulatory Affairs, testified before the U.S.-China Economic and Security Review Commission during a hearing on China's energy plans and practices. In his written testimony, Collins focuses on China’s interests in fossil energy resources and how they affect its energy procurement infrastructure. He also examines the extent to which China's energy import dependence has shaped the development of its military capabilities.

The author gives the latest in a series of updates on inventories of DUCs, or drilled-but-uncompleted wells, using data from EIA on drilling productivity. Read the post on the Baker Institute Blog. This post originally appeared in the Forbes blog on March 17, 2022.

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.

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.