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New Atlanticist

Apr 21, 2020

As US crude prices crumble, a difficult hand for the United States

By Reed Blakemore and John Soughan

As the market digests the final surge of oil from a Saudi-Russian price war prior to the implementation of production cuts on May 1, it may be that the tail end of a brutal supply glut has arrived and corresponding price stabilization—albeit at a very low price—will be soon to follow. But with oil demand projections reaching multi-decade lows, and US inventories continuing to build by record levels, the madness on April 20 suggests that US markets are far from out of the woods, putting policymakers and regulators in a tough position.

Energy Markets & Governance Oil and Gas

New Atlanticist

Apr 20, 2020

COVID-19 spells out new era for energy markets

By Agnia Grigas

Global energy markets are experiencing historic upheavals most evident by the dramatic drop in oil prices and demand. Yet, there are deeper structural upheavals at play and ones driven by changes over the past decade.

Coronavirus Energy Markets & Governance

EnergySource

Apr 20, 2020

Containing Russian influence in Venezuela

By David L. Goldwyn and Andrea Clabough

The Russian government has been instrumental in preserving the Maduro regime, despite years of intense domestic and international pressure favoring a democratic transition, providing the regime invaluable diplomatic leverage, security personnel, and material, as well as an economic lifeline. The US strategy for a democratic Venezuela must recognize these realities and focus on containing Russian influence in Venezuela, as it cannot end it.

Economic Sanctions Economy & Business

In the News

Apr 15, 2020

Cohen in Forbes: SEC Should Examine Massive Oil Stock Purchases On Eve Of OPEC+ Deal

By Atlantic Council

Energy & Environment Oil and Gas

In the News

Apr 15, 2020

McLeod in Foreign Affairs: Building a Resilient Planet

The conventional wisdom holds that climate change is a problem for international organizations, big governments, and global corporations to solve. Only those major players can make a dent in global greenhouse gas emissions, the thinking goes, and only they can pool the necessary resources. Given the monumental scale of the coming climate crisis, anything short of […]

Climate Change & Climate Action Resilience & Society

In the News

Apr 14, 2020

Goldwyn quoted in AXIOS on US President Trump’s oil diplomacy

By Atlantic Council

Oil and Gas Politics & Diplomacy

EnergySource

Apr 14, 2020

Can hydrogen reconcile energy demand with climate concerns?

By Mitali Mirle

Hydrogen technology represents a promising, multifaceted pathway that could offer many industries a new strategy for navigating the transition to net zero emissions. However, the current cost of deployment seems to be the biggest obstacle for widespread adoption.

Climate Change & Climate Action Energy Transitions

New Atlanticist

Apr 14, 2020

Oil price war ends, but coronavirus demand crisis remains

By Reed Blakemore

The result of the OPEC+ marathon negotiations should help restore some positive market sentiment and possibly firm up something of a price floor over the short term. However, the impact of a month-long price war, amidst deteriorating oil demand, risks eventually drawing the deal into sharp relief over the next few weeks.

Coronavirus Energy Markets & Governance

New Atlanticist

Apr 14, 2020

Putin concedes defeat in the oil price war

By Anders Åslund

Russia's price war with Saudi Arabia backfired, and Putin's backtracking may signal that he is starting to sour on one of his key officials.

Coronavirus Oil and Gas

In the News

Apr 13, 2020

Bell quoted in Politico on OPEC diplomacy and US oil jobs

By Atlantic Council

Energy & Environment Oil and Gas

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