Research Library

Experts explore how the copper acquisition dilemma could hinder green energy ambitions and constitute the driving force behind a copper supercycle.

The U.S. oil, gas and coal industry largely rose and fell based on global economic and energy market conditions rather than federal energy and environmental policies implemented by the Trump administration, write the authors. As the world recovers from the COVID-19 pandemic, they expect markets to continue to shape the future of the oil and gas industry. Read more on the Baker Institute Blog.

What are Mexico's prospects for immigration, trade and more, after President Andrés Manuel López Obrador's virtual meeting with President Biden? "Mexico will have to do some heavy lifting," predicts Tony Payan, director of the Center for the United States and Mexico.

Electricity is the new oil when it comes to energy security, writes Mark Finley, fellow in energy and global oil. The immediacy of power outages and the ubiquity of critical elements of modern life powered by electricity mean the impact of oil supply disruptions are a walk in the park compared to our power vulnerabilities.

Energy fellow Michelle Michot Foss explains why hydrocarbons are critical minerals for the energy transition and decarbonization efforts.

Is Mexico's President López Obrador, a Trump fan, capable of making the changes needed for a new and different relationship with the U.S.? The authors examine López Obrador's early moves, which portend a difficult four years.

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.

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.

Public finance fellow Joyce Beebe reviews loan programs and proposals that aim to fund mid- to large-sized entities and nonprofit organizations after the Paycheck Protection Program (PPP) stops accepting applications on June 30, 2020. Baker Institute Blog: https://bit.ly/3dh14sT

A new proposal to clarify and expand U.S. sanctions on the Nord Stream 2 (NS2) pipeline has just been introduced in the U.S. Senate. With many other difficulties facing the NS2 pipeline, the authors look at what options Russia has for NS2 completion.