Critical energy supply chains research

We provide the foresight to inform emerging partnerships on how new supply chains will shape the geopolitics, market evolution, and governance standards of the energy system.

Research

EnergySource

Aug 28, 2025

Overheated and underbuilt: How to fortify the US grid in the face of heat waves

By Frank Willey

As demand for electricity rises across the United States—and in the Mid-Atlantic in particular—to cool homes and power data center growth, so does its cost. Short- and long-term solutions can keep electricity both reliable and affordable.

Energy & Environment United States and Canada

EnergySource

Jul 18, 2025

Ground-zero for the US AI energy challenge: A state-level case study

By Andrea Clabough

Virginia's AI data center boom could double the state's power demand within a decade, forcing residents' electricity bills higher. But with careful planning and partnerships, policymakers can balance energy, economic, and emissions goals.

Artificial Intelligence Energy & Environment

EnergySource

Jul 14, 2025

Europe has a heating strategy—now it needs one for cooling

By Andrei Covatariu

A record-breaking heat wave exposes Europe's haphazard approach to cooling, that leaves core challenges unaddressed. Targeted actions must be taken quickly to shore up this cornerstone of public health, economic stability, and geopolitical security.

Energy & Environment English

EnergySource

Jun 13, 2025

The strategic reserve and the Israel-Iran conflict

By Joseph Webster, Landon Derentz

The US Strategic Petroleum Reserve is well-stocked and poised to help ease market pressures amid growing tensions stemming from Israel’s strikes on Iran. Rising domestic production, strong export capacity, and high net import cover collectively enable the United States to respond decisively while preserving energy stability at home.

Energy & Environment Geopolitics & Energy Security

EnergySource

May 21, 2025

Replace the Inflation Reduction Act with FUEL-AI

By Joseph Webster

To compete in the global AI race, the United States must dramatically expand its power supply. Replacing the Inflation Reduction Act with the FUEL-AI Act would reorient energy policy toward national security, fast-tracking domestic energy production and infrastructure to power America’s AI future.

Energy & Environment Energy Transitions

EnergySource

May 13, 2025

Four energy deals Trump will look to make on his Middle East trip 

By Ellen Wald

Trump’s upcoming trip to the Middle East will focus on advancing energy and commercial agreements, including securing Gulf investments in US manufacturing, increasing US LNG imports, deepening nuclear cooperation with Saudi Arabia, and locking in oil production commitments. These efforts are ultimately aimed at advancing broader geopolitical objectives—countering Russian influence and strengthening US energy dominance.

Energy & Environment Energy Markets & Governance

EnergySource

May 5, 2025

Make critical mineral spending matter this time  

By Ashley Zumwalt-Forbes

The United States has a crucial opportunity to translate large-scale funding into critical mineral stockpiling and resilient supply chains—but only if Congress structures spending to create durable markets. Without clear demand signals, real commercial offtakes, and price stability, proposed funding risks falling short of delivering on its potential.

Energy & Environment Energy Markets & Governance

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 Critical Minerals
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The Global Energy Center develops and promotes pragmatic and nonpartisan policy solutions designed to advance global energy security, enhance economic opportunity, and accelerate pathways to net-zero emissions.

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