As the European Union develops a carbon border tax and the United States considers its own, this report argues for the need to track cross-border carbon trade comprehensively — including trade in fossil fuels.
Gas geoeconomics is an essential prerequisite for victory over Russia in Ukraine and US credibility in Asia—and should be one of Washington’s top national security priorities, the authors write.
Gabriel Collins, Anna B. Mikulska, Steven R. MilesAugust 25, 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.
As China’s power reaches its peak over the next decade, President Xi Jinping may make a bold move against Taiwan. To protect American interests and the rules-based order, the authors argue that the United States and its allies should immediately mobilize resources to deter Chinese aggression.
Gabriel Collins, Andrew S. EricksonDecember 20, 2021
With opposition to large-scale energy infrastructure on the rise, transmission service providers find it problematic to build the new power lines essential to a greener grid. This paper highlights the Texas Competitive Renewable Energy Zone initiative (CREZ) — a case study of the difficulties that new power lines face and the policy choices that can facilitate development of this necessary infrastructure. The CREZ experience can inform development of new large-scale transmission infrastructure in other regions.
The authors compare the impacts of energy-related sanctions against Russia and a market-based geoeconomics policy, and suggest options for U.S. involvement in the region.
In this series of papers, the authors argue that Texas has a comparative advantage when it comes to implementing CCUS technologies, given the volume of CO2 emissions from industrial activity, the amount of oil and gas production, the scale of geologic storage potential, and the breadth of engineering and subsurface expertise in the state. Lawmakers and regulators can help facilitate the development of a robust CCUS industry in the state by addressing existing legal and regulatory uncertainties and by carefully considering pathways that can establish Texas as a leader in a low carbon energy future.
This paper contends that it is worth evaluating which state-owned petrochemical assets in Mexico could be strengthened to support both economic recovery and President Andrés Manuel López Obrador’s agenda.
Understanding the strategic and tactical considerations of Saudi Arabia will be the key factor for the success of U.S. policy in the wake of the oil price crash and Covid-19 outbreak.
Mark Finley, Jim Krane, Kenneth B. Medlock IIIApril 5, 2020
Nonresident scholar Isidro Morales argues that the best way to improve Mexico's energy autonomy, with political clout for the state, is to back the resiliency of its energy systems, in both fossil and non-fossil fuels.