Research Library

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.

Fellow Kristian Coates Ulrichsen examines where the six nations of the Gulf Cooperation Council currently stand in their outlook and approaches toward the Israeli-Palestinian issue.

Gabriel Collins, the Baker Botts Fellow in Energy & Environmental Regulatory Affairs, analyzes the impact of China’s emerging demographic decline, debt burden and increasingly likely structural economic growth downshift on global oil and gas markets.

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.

The staggering collapse in Venezuela's oil and gas industry has renewed calls for liberalizing reforms. But a democratic transition and legal reforms may not be enough to attract the large investments needed.

Changes in Russian natural gas policy point to a new strategy where Gazprom and Novatek follow different operating rules, allowing Russia to adjust to a changing natural gas market. The authors explain how this arrangement is playing out on the world energy landscape.

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.

Since all parties involved will undoubtedly bear the consequences of Trump's highly problematic Peace to Prosperity plan, it is worth examining its framework and how Israelis, Palestinians and Arab states can navigate the negotiation process.

Once the Covid-19 pandemic has subsided, the new Israeli government will face serious flaws in, among other things, the territorial dimensions of President Trump's “Deal of the Century,” writes Middle East fellow Gilead Sher for the Baker Institute blog: https://bit.ly/2VvkBPw

Current gloom notwithstanding, oil will likely remain the world’s most important energy resource for multiple decades, says energy fellow Gabriel Collins. Baker Institute blog: https://bit.ly/34fV3d1