EnergySource

EnergySource provides analysis and insight on key energy issues, making sense of key energy trends and their implications for geopolitics, geoeconomics, policy, and markets.

Content

EnergySource

Mar 12, 2026

Why Gulf security is critical to global security

By Omran Al-Kuwari

The world depends on Gulf stability. It is time to govern it that way.

Energy & Environment Geopolitics & Energy Security

EnergySource

Mar 12, 2026

The United States and OPEC in a polarized oil order

By Mahmoud Rashed

Oil price intervention in the form of SPR releases may lower prices in the short term, but the strategy could have unintended consequences down the road.

Energy & Environment Geopolitics & Energy Security

EnergySource

Mar 10, 2026

‘Energy dominance’ reconsidered: From domestic abundance to global strategic leverage

By Sara Vakhshouri

Recent geopolitical developments, including the war in Iran, reveal an expanding definition of "energy dominance."

Energy & Environment Geopolitics & Energy Security

EnergySource

Mar 5, 2026

What the US can do to mitigate an impending energy crisis

By Ellen Wald

The United States has an opportunity to head off triple-digit crude oil prices by taking key steps.

Energy & Environment Geopolitics & Energy Security

EnergySource

Mar 3, 2026

How the broadening Middle East conflict could strengthen Russia’s hand

By Andrei Covatariu

As the US war with Iran expands, energy markets tighten—testing European resolve to phaseout Russian gas.

Energy & Environment Geopolitics & Energy Security

EnergySource

Feb 25, 2026

Can Project Vault fortify the US industrial base against mineral chokepoints?

By Morgan D. Bazilian and Lt. Col. Jahara “FRANKY” Matisek

Project Vault will help the United States create a stockpile of critical minerals, but its success as a strategic asset will depend on its governance.

Energy & Environment Geopolitics & Energy Security

EnergySource

Feb 17, 2026

Key questions on how Project Vault can secure minerals supplies

By Evan Musolino

The US plan to stockpile critical minerals is moving forward, but the details of its purpose, design, and usage have yet to be shared. Here are key areas to watch.

Energy & Environment Geopolitics & Energy Security

EnergySource

Feb 12, 2026

How Europe can shape—not fear—the US ‘hydrocarbon-state’

By Michał Kurtyka and Mateusz Kędzierski

The emergence of the United States as a hydrocarbon-state that combines resource abundance with geopolitical power represents an opportunity for Europe.

Energy & Environment Energy Markets & Governance

EnergySource

Jan 26, 2026

Davos underscored how leaders are navigating global energy crossroads 

By Lisa Basquel, Elina Carpen, Amy Drake, Alexis Harmon

Amid shifting geopolitical lines, leaders at Davos 2026 articulated their visions for establishing regional and global energy security.

Critical Minerals Energy & Environment

EnergySource

Jan 12, 2026

How Venezuela’s future will help determine US diesel and trucking costs 

By Joseph Webster

The US intervention in Venezuela could have ripple effects on US diesel and trucking costs. The impact will fall disproportionately on rural areas.

Energy & Environment Energy Markets & Governance
Load More