Driven by the USMCA trade agreement and seeking to reduce supply chain disruptions, Chinese companies are setting up shop in Mexico, closer to major U.S. markets. In this issue brief, fellow David Gantz explains the pressures behind this investment and the likely impacts on the North American economy.
A pledge to boost regional competitiveness is a welcome outcome of last month's North American Leaders’ Summit. But the region’s policymakers should remember the lessons of the past as they work to do so, writes fellow David A. Gantz.
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.
Michelle Michot Foss, Jacob KoelschDecember 19, 2022
What’s the cheapest, quickest way to reduce climate change without roiling the economy? In the United States, it may be by reducing methane emissions from the oil and gas industry.
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.?
Kristian Coates Ulrichsen, Mark Finley, Jim KraneOctober 18, 2022
Political, market and geopolitical headwinds have slowed down Biden’s ambitious climate plans, write energy experts Anna Mikulska and Michael Maher. In this brief, they explore why progress on decarbonization is likely to be more gradual than initially envisioned.
By refusing to go along with an increased consumer subsidy fully available only for EVs and batteries produced in the U.S. with union labor, Sen. Manchin (perhaps with the assistance of Canada's government) has saved the U.S. government from what could have been a mortal blow to an integrated North American industry.