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The latest pieces from EnergySource

EnergySource

Apr 29, 2025

Can Nord Stream really rise from the dead?

By Alan Riley

Despite recent discussions between Moscow and Washington over restarting the Nord Stream pipelines, legal, financial, and political hurdles make reopening them improbable. Multimillion dollar claims against Gazprom along with US stakes in the European LNG market are likely to severely limit support for Russian gas flows to the EU.

Energy & Environment Energy Markets & Governance

EnergySource

Apr 28, 2025

If Russian gas returns to Europe, it must go through Ukraine

By Sergiy Makogon

The resumption of Russian gas supplies to Europe as part of a potential cease-fire agreement in Ukraine is under discussion, but any such flows would need to transit through Ukraine rather than Nord Stream or other routes. To safeguard regional stability, the EU, Ukraine, and the US must enforce strict safeguards to avoid renewed dependency and prevent Russia from once again weaponizing its energy exports.

Energy & Environment Energy Markets & Governance

EnergySource

Apr 23, 2025

Illicit mineral supply chains fuel the DRC’s M23 insurgency

By Clarkson Kamurai, Brad Handler, and Morgan Bazilian

The illicit trade of mined materials is fueling the M23 insurgency in the eastern Democratic Republic of the Congo (DRC), threatening regional stability and hindering development. As the United States considers a minerals-for-security agreement with the DRC, international engagement, ethical sourcing practices, and strengthened oversight are critical to fostering long-term peace in this resource-rich region.

Africa Democratic Republic of the Congo

Content

EnergySource

Mar 2, 2018

The grid’s ability to meet electric vehicle demand

By Branko Terzic

When it comes to electric vehicles, while there is no question sales will continue to rise, there are real questions about whether the electric power industry can keep up with new demand. However, past experience suggests it is a question that can be answered with a resounding yes for two reasons. First, the timing of […]

Energy Markets & Governance Energy Transitions

Report

Mar 1, 2018

Impact of Sanctions on Russia’s Energy Sector

By Bud Coote

New US sanctions on Russia now being implemented by the administration were imposed in August 2017 and included additional sanctions on the energy sector—what is the the impact of US and European Union sanctions on Russia's energy sector, Moscow's strategy and actions to deal with energy-related sanctions, and some of the geopolitical and other implications of Russia's ability to cope with these sanctions?

Economic Sanctions Energy & Environment

Timely Commentary & Analysis

Feb 21, 2018

The rush for battery resources

By Reed Blakemore and Jens Jessen

The transition to electric vehicles (EVs) is already underway, and its pace is expected to increase in the coming years. The number of EVs on the road worldwide is projected to grow from one million this year to 24.4 million by 2030. Such growth in the EV fleet will require a significant expansion of battery […]

Africa Americas

EnergySource

Feb 21, 2018

Department of Energy steps into the cyber domain

By Reed Blakemore

The Department of Energy’s proposed $96 million Office of Cybersecurity, Energy Security, and Emergency Response (CESER) signals a bold step in the Department’s efforts to improve its coordination and response to threats to critical energy infrastructure, including cyber-attacks, physical attacks, and natural disasters. While the 2017 hurricane season provided a stark example of US […]

Geopolitics & Energy Security United States and Canada

EnergySource

Feb 21, 2018

GCC economic diversification: Lessons from Texas

By Randolph Bell

The 2014 oil price collapse sent shockwaves across the oil industry and put economies from North Dakota to Nigeria on notice that $100 oil is not a sure thing. The economy of Texas, however, fared far better during the years of low prices than many experienced oil watchers predicted. Its relative resilience, explained in part […]

Energy Markets & Governance Oil and Gas

EnergySource

Feb 21, 2018

Groko or Noko: What Germany’s grand coalition means for energy and climate

By Ellen Scholl

Members of Germany’s Social Democratic Party (SPD) have a big decision to make. SPD party members have until March 2 to vote on whether their party should participate in a coalition government with the Christian Democratic Union (CDU), the party of Chancellor Angela Merkel. The vote puts SPD party members in a difficult position—endorse a […]

Climate Change & Climate Action Energy Markets & Governance

EnergySource

Feb 15, 2018

Intelligence community continues to see threat from climate change

By Ellen Scholl and David Livingston

The 2018 Worldwide Threat Assessment, released on February 13, includes climate change among the identified threats to global stability. While many have pointed to the gap between this assessment and the rhetoric of US President Donald J. Trump—and the noticeable absence of climate change from his administration’s 2017 National Security Strategy—the worldwide threat assessment underscores […]

Climate Change & Climate Action Security & Defense

Timely Commentary & Analysis

Feb 15, 2018

Intelligence community continues to see threat from climate change

By Ellen Scholl and David Livingston

While continued identification of climate change as part of the threat landscape is certainly important, incorporating climate concerns into foreign, defense, development, and national security policy in a comprehensive way is still a work in progress.

Climate Change & Climate Action Energy & Environment

EnergySource

Feb 5, 2018

Our take on Donald Trump’s first State of the Union

US President Donald J. Trump delivered his first State of the Union in Washington on January 30, 2018. Read the address here. Trump touched on a diverse set of topics. We asked our analysts their thoughts on what the president had to say. Here is their take: ON THE SPEECH Trump said: “As we rebuild […]

Afghanistan Climate Change & Climate Action

MENASource

Feb 1, 2018

Baghdad and KRG locked in a standoff

By Dr. Nussaibah Younis

Both Iran and the United States have been pushing Iraq and the KRG to normalize their relationship, but Baghdad’s maximalist approach means the KRG is likely to hold out until after the May 2018 elections to make a deal. Baghdad is demanding the return of Khurmala oil field from the Kurdistan Regional Government, and is […]

Energy Markets & Governance Geopolitics & Energy Security