Research Library

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 authors write that enormous volumes of “energy transition waste” — waste from wind turbines, solar panels, lithium-ion batteries, etc. — are anticipated in the coming decades. To cope with this waste and ensure a sustainable energy transition, they call for more data, planning and coordination across the entire global supply chain, in addition to waste management and recycling policies that align with environmental and sustainability goals.

Although once known for its robust urea and ammonia production capabilities, Mexico found itself particularly vulnerable to soaring international fertilizer prices in 2021. With the global circumstances surrounding the spike in prices likely to linger through 2022, and Mexico's state-owned infrastructure still hampered by technical issues, the impact could be borne all the way to dinner tables in the form of higher nutrient prices for local farmers and food inflation.

The authors take a realistic look at what's needed for the global energy transition to succeed and warn that moving away from fossil fuels too quickly could backfire — stranding climate progress in the so-called “valley of death.”

Many climate policy approaches place a disproportionate burden on lower-income families, writes fellow Mark Finley. Political leaders have started to recognize that climate policy must approach fossil fuels and energy transition as an “AND”, not an “either/or”, and that the distributional impact of policy must also be addressed. Read more on the Baker Institute Blog. This post originally appeared in the Forbes blog on January 26, 2022.

"With the pressures of climate change and the urgency to incorporate alternative energy resources like wind and solar, the fixation on the purported benefits of energy transition technologies overshadows the glaring reality — an absence of strategy around identifying and quantifying other life cycle externalities, such as waste disposal or environmental impacts," write fellow Rachel Meidl and research assistant Mathilde Saada. Read more on the Baker Institute Blog.

Recycling solar panels is an expensive, complicated and energy-intensive process, writes energy fellow Rachel Meidl. But with cumulative solar waste projections expected to rise globally over the next few decades, she argues that it is vital to design a more circular and sustainable management system for end-of-life panels.

This October the U.S. and Mexico agreed on a new bilateral security program, but "unless the United States and Mexico pursue domestic structural reforms ... both nations risk backsliding to the failures of the drug wars," writes MGA student and Drug Policy guest contributor Sidney Phillips.

By subsidizing only electric vehicles and EV batteries produced by union labor in the U.S., the auto industry could face trouble in valuable trade partnerships with Canada and Mexico, writes fellow David Gantz.

In October the UAE declared a goal of reaching net-zero emissions by 2050. That goal seems incredibly lofty for an oil-dominated economy, but the UAE's particular advantages may uniquely suit the task, energy fellow Jim Krane explains in this week's Forbes post.