Research Library

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.

Although Mexican President Andrés Manuel López Obrador is confident that measures implemented in the first half of his tenure will help Mexico to achieve energy self-sufficiency, his optimism must be weighed against the evidence, writes nonresident scholar Adrian Duhalt. In this brief, Duhalt explains the flaws in López Obrador’s plan and why Mexico is unlikely to achieve energy self-sufficiency anytime soon.

For a successful energy transition, fossil energy companies must acknowledge the reality of climate change and the need for policies to address it — and climate advocates must acknowledge the need for secure, affordable energy for today, write fellows Anna Mikulska and Mark Finley.

The U.S. is facing an acute semiconductor shortage, exacerbated by pandemic-related disruptions to global supply chains, writes fellow Joyce Beebe. In this brief, she analyzes two federal proposals that seek to expand U.S. semiconductor manufacturing and weighs the pros and cons of including tax incentives in any final bill.

As iron ore, copper, and lithium producers, Brazil and Chile have a competitive advantage in the global energy transition. This brief outlines the countries' opportunities to profit from their exports while reducing their domestic consumption of fossil fuels.

This paper reviews the attempts of Mexican President Andrés Manuel López Obrador to push for reforms in the electricity sector that would strengthen the Comisión Federal de Electricidad, Mexico’s state-owned electric utility, while limiting the involvement of privately owned power companies.

The UK recently announced that it will pursue commercial arrangements with up to 20 individual U.S. states, beginning with Texas. In this brief, fellow David Gantz explores what these arrangements could achieve and the potential legal and constitutional constraints that may limit their reach.

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.

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.