Research Library

Without urgent action, the impact of China’s water shortages will ripple across the globe and dramatically perturb global markets for food, energy and industrial goods, write fellow Gabriel Collins and co-author Gopal Reddy.

This paper lays out one potential step-by-step path toward decarbonizing Saudi Arabia, imagining a sweeping restructuring of a fossil fuel-driven society and economy.

How durable is the Saudi-Russian relationship, and what are its implications for the longstanding energy-for-security arrangement between Saudi Arabia and the U.S.?

Political, market and geopolitical headwinds have slowed down Biden’s ambitious climate plans, write energy experts Anna Mikulska and Michael Maher. In this brief, they explore why progress on decarbonization is likely to be more gradual than initially envisioned.

Despite U.S. officials’ attempts to persuade Mexican President Andrés Manuel López Obrador to change course on his energy policy, which violates key provisions of the USMCA, his administration has not backed down, the authors write. They explain where the disputes between the U.S. and Mexico currently stand and what they mean for other aspects of the binational relationship.

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.

By refusing to go along with an increased consumer subsidy fully available only for EVs and batteries produced in the U.S. with union labor, Sen. Manchin (perhaps with the assistance of Canada's government) has saved the U.S. government from what could have been a mortal blow to an integrated North American industry.

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.

President Andrés Manuel López Obrador’s investment policies, which aim to return Mexico to the protectionist, state-led policies of the 1960s and 1970s, seem almost certain to stagnate the country’s economy.

The energy policies of the United States and Mexico are at a crossroads, writes nonresident scholar Isidro Morales. In this report, he explains that the future direction of energy in both nations depends on how global energy markets adjust to the latest shock to the system — Russia’s invasion of Ukraine.