Research Library

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.

A report from center experts on the evolution of Islamist politics, the Israeli-Palestinian conflict, security in the Persian Gulf and displacement in the Middle East.

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.

Though the OPEC+ group has agreed to accelerate planned oil production increases, the move will likely do little to reduce prices at the pump, despite a major U.S. concession, writes author Mark Finley — and Russia appears to support the plan. Read more on the Baker Institute Blog.   This article originally appeared in the Forbes blog on June 6, 2022.

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 Saudi leadership has repeatedly rebuffed requests from President Biden and leaders of oil-importing countries to accelerate production increases. But recent price differentials could signal an intent to quietly steer crude into Europe to replace Russian supplies, writes the author. Read the post on the Baker Institute Blog.  This article originally appeared in the Forbes blog on May 4, 2022.

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.

Gabriel Collins, the Baker Botts Fellow in Energy & Environmental Regulatory Affairs, testified before the U.S.-China Economic and Security Review Commission during a hearing on China's energy plans and practices. In his written testimony, Collins focuses on China’s interests in fossil energy resources and how they affect its energy procurement infrastructure. He also examines the extent to which China's energy import dependence has shaped the development of its military capabilities.