Research Library

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.

On September 16, energy fellow Michelle Michot Foss provided an overview of the role of critical minerals in creating a clean economy during testimony before the U.S. House of Representative's Subcommittee on Environment and Climate Change. She also discussed the challenges associated with energy transitions, including import dependency and considerations for meeting environment, social and governance (ESG) goals.

Kelly Neill, graduate fellow at the Center for Energy Studies, examines how LNG exports have increased the domestic natural gas price in the eastern part of Australia, causing domestic gas users to grumble. Baker Institute Blog: https://bit.ly/30voN4p

The China Energy Map provides an interactive and comprehensive visualization of China’s key energy infrastructure. The map shows oil infrastructure layers, including the locations of crude oil pipelines, refined product pipelines, oil refineries, crude oil and products storage facilities and oil ports; coal power plants; nuclear power plants, and EV battery factories.

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.

China is powering its growing EV industry with the world’s largest coal fleet. Click here for an interactive map that illustrates the geospatial and chronological relationship between the development of China’s coal and nuclear power infrastructure and its EV battery factories.

This report traces the winding road of Mexico’s renewable energy policies and their uncertain future.

Iron and steel production are necessary for modern infrastructure, and the sector is both energy intensive and difficult to decarbonize. The authors explore new, evolving processes that could change this and potentially provide both environmental and economic benefits.

The authors present a case study that considers the technological merits of methane pyrolysis while also addressing real-world implications including health and safety risks and commercial risks for introducing new carbon supply chains. This issue brief is a preliminary paper introducing forthcoming research that will be expounded upon in future publications. DOI: https://doi.org/10.25613/7tvg-6k39