Content
Tue, Dec 31, 2019
How accounting for the externalities of carbon would affect end products
Given the urgent need to decarbonize all sectors of the US economy, one of the broadest policy options that could steer both energy production and consumption in the right direction is the notion of putting a price on carbon.
EnergySource by Jennifer T. Gordon
Mon, Dec 30, 2019
Shadow carbon pricing: What corporations can do in the meantime
There are any number of reasons for corporations to participate in sustainability efforts. One of the greatest contributions that corporations can make to a zero-carbon future is setting a “shadow” price on carbon by placing a dollar value on emissions and making carbon commitments and investment choices accordingly.
EnergySource by Jennifer T. Gordon
Mon, Dec 30, 2019
The Aramco IPO isn’t quite enough to realize MBS’s diversification ambitions
After significant delays and a number of setbacks, Aramco finally listed shares representing 1.5 percent of the company’s total value on the domestic Tadawul exchange. The $25.6 billion that the IPO raised is nothing to scoff at, but it still is not enough to fully realize MBS’ ambitions. Where does the IPO go from here?
EnergySource by Randolph Bell
Sun, Dec 29, 2019
The reemergence of carbon pricing proposals
There is a growing political acceptance of carbon pricing, both on the Hill and among presidential hopefuls. However, carbon pricing is by no means inevitable—where does the conversation go from here?
EnergySource by Jennifer T. Gordon
Fri, Dec 6, 2019
The Neue Ostpolitik approach to Nord Stream 2: A legal fiction carried a little too far
Some Nord Stream 2 proponents invoke the Ostpolitik of the late Cold War, which involved West German cooperation with Moscow on Russian energy exports to Western Europe. But this time around, Europe does not need additional Russian gas volumes and its position is in opposition to the views of most of Eastern Europe. From this perspective, Nord Stream 2 is flawed Ostpolitik.
EnergySource by Dr. Benjamin L. Schmitt
Thu, Dec 5, 2019
What does a sunset coal industry tell oil producers about peak demand?
When it eventually peaks, a look at coal gives a glimpse of what could happen in other sectors. Peak demand does not mean consumption will fall off a cliff—coal demand has so far plateaued at or near records, with pockets of growth still around. What could this mean for oil?
EnergySource by Henning Gloystein
Wed, Nov 27, 2019
Is Rosneft undermining “maximum pressure” on Venezuela and Iran as Trump looks away?
US President Donald Trump is conducting policies of “maximum pressure” on two countries, Venezuela and Iran. In Venezuela, Russia’s state-owned oil company, Rosneft, actively undercuts this US policy by helping them circumvent Washington’s tough economic sanctions. Why doesn't Washington apply broad sanctions against the giant Russian company?
EnergySource by Matthew Bryza
Thu, Nov 21, 2019
Finding a path forward for oil and gas companies in the energy transition
2019 appears to be ending bleakly for the old guard of the energy sector—recent third quarter (Q3) reporting paints a gloomy picture: across the industry, profits have plummeted despite rising oil production. Observers have blamed those results on several potentially transitory headwinds, but are they actually what's driving the concerning outlook?
EnergySource by Reed Blakemore and David Yellen
Mon, Nov 18, 2019
Nord Stream 2 poses challenges but also means opportunity for the European Union
With the Nord Stream 2 (NS2) pipeline’s completion date on the horizon, it is becoming apparent that the European Union (EU) is struggling to agree on how the project should be handled. What are the challenges and opportunities the situation present?
EnergySource by Martin Jirušek
Thu, Nov 14, 2019
Reauthorization of the Export-Import Bank is a national security imperative
The US House of Representatives is voting this week on a long-term reauthorization of the US Export-Import Bank. While a fully functional Ex-Im Bank is important for the competitiveness of many US exporters, it is essential for certain industries of strategic importance, including nuclear energy and space, and US security interests associated with these exports are also linked to the ability of Ex-Im Bank to support them.
EnergySource by Amb. Thomas Graham, Jr. and Admiral Richard W. Mies