articles, issue briefs, and reports

EnergySource

May 13, 2024

What US tariffs on Chinese batteries mean for decarbonization—and Taiwan

By Joseph Webster

In response to Beijing’s attempts to cement its dominant position across the “new three” technologies of solar photovoltaics (PVs), electric vehicles (EVs), and batteries, the Biden administration is poised to issue tariffs on key Chinese products. A look at China’s battery exports, and its associated battery complex, reveals both opportunities and risks for US and allied […]

China Energy Transitions

EnergySource

May 9, 2024

China builds more utility-scale solar as competition with coal ramps up

By Joseph Webster

China’s transition to more utility-scale solar installations furthers its decarbonization efforts. However, regional resource limitations, limited interprovincial electricity transfers, and cheap coal present structural and economic headwinds.

China Energy Transitions

EnergySource

May 7, 2024

Amid competing pressures, will Ukraine quit its transit of Russian gas?

By Sergiy Makogon and Daniel Stein

The Russia-Ukraine gas transit agreement inked in 2019 will expire in December 2024, but Russian gas transit through Ukraine will remain a possibility. This doesn’t have to be the case.

Energy & Environment Energy Markets & Governance

EnergySource

May 3, 2024

G7 pledges to end coal—but only inclusive action will make a real climate impact

By Elena Benaim

During the G7 energy ministerial in Turin, Italy, climate, energy, and environment ministers made a historic pledge to phase out coal power plants by 2035 among other agreements. But members ultimately need to turn pledges into action to blunt the impacts of climate change.

Africa Brazil

EnergySource

Apr 16, 2024

What Iran’s attack on Israel means for global energy

By Atlantic Council experts

On the weekend of April 13th, energy markets have shown a muted response to Iran’s unprecedented attack on Israel. As Israel weighs its response, the risks to fuel prices and global energy security are extremely high. Our experts comment on what to watch for.

Energy & Environment Energy Markets & Governance

EnergySource

Apr 3, 2024

Central and Eastern Europe needs to rethink its approach to energy security

By Pawel Czyzak and Nolan Theisen

The upcoming Three Seas Initiative Summit is an opportune time for Central and Eastern European leaders to pivot toward clean, affordable, and local renewables to build energy security.

Central Asia Central Europe

EnergySource

Mar 14, 2024

Hydrogen challenges in a post-45V world 

By Matthew Blieske and Joseph Webster

Despite the US Treasury’s guidance on the 45V tax credit to promote “qualified clean hydrogen” production, domestic investment in the hydrogen ecosystem has yet to ramp up. 45V will be impactful, but as long as technical, commercial, and regulatory challenges remain unaddressed, the industry will not reach its full potential.

Americas Energy & Environment

Report

Mar 14, 2024

Reducing Europe’s reliance on Russian energy imports: Key strategies under five scenarios

By Richard L. Morningstar, András Simonyi, Olga Khakova, Paddy Ryan

To better understand how the war’s conclusion—or lack thereof—will impact the options available to transatlantic policymakers, this report analyzes European security across five general scenarios—a Ukrainian victory, a negotiated settlement, a frozen conflict, a protracted conflict, and a Russian victory.

Europe & Eurasia Geopolitics & Energy Security

Enabling net-zero solutions

Mar 4, 2024

Toward harmonizing transatlantic hydrogen policies: Understanding the gaps

By Joseph Webster and Pau Ruiz Guix

Clean hydrogen is becoming a critical tool for decarbonizing hard-to-abate sectors. While the US and EU governments are supporting the growth of their respective hydrogen industries, they must identify gaps in transatlantic approaches to effectively build on each others’ efforts rather than create hinderances.

European Union Geopolitics & Energy Security

Global Energy Agenda

Feb 7, 2024

Energy security is global security

By Geoffrey R. Pyatt

The energy transition has been and will continue to be an important element in ensuring our long-term energy security. But for the energy transition to succeed, it must be just.

Energy & Environment Energy Transitions
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