ARTICLES, ISSUE BRIEFS, & REPORTS

EnergySource

Apr 15, 2025

Central Asia’s geography inhibits a US critical minerals partnership

By Haley Nelson and Natalia Storz

Central Asia holds vast critical mineral resources, but limited export capacity and complex environmental, geopolitical, and legal risks make large-scale US investment unfeasible. The US should instead focus its efforts on allied nations with established mineral export industries.

Central Asia Energy & Environment

EnergySource

Apr 3, 2025

Profitability and power: Fixing US critical minerals supply chains

By Ashley Zumwalt-Forbes

The global critical minerals race is well underway, and the American supply chain is behind. To regain momentum, the US must make this industry viable by creating a financial framework that attracts and retains capital.

Energy & Environment Energy Markets & Governance

EnergySource

Mar 31, 2025

The future of global energy policy is abundance 

By Charles Hendry

The United States and Europe are diverging on energy policy, with the United States prioritizing low costs and economic growth while the United Kingdom and the European Union focus on decarbonization. But reconciling these approaches is possible through the lens of energy abundance—each country must leverage its most plentiful resources to drive down costs, enhance security, and support sustainability without burdening consumers.

Energy & Environment Energy Markets & Governance

EnergySource

Mar 28, 2025

Nord Stream could divide Europe yet again 

By Michał Kurtyka

Washington’s potential reset with Moscow, amid Ukraine peace negotiations, has revived discussions on the future of Nord Stream 2. Whether the Trump administration would cede its LNG market in Europe to Russian pipeline exports remains to be seen. For Europe, however, reopening the pipeline would be a costly mistake.

Eastern Europe Economy & Business

EnergySource

Mar 6, 2025

How shifting political leadership, war, and generative AI are shaping the energy outlook: Insights from the 2025 Global Energy Agenda

By Landon Derentz, Christine Suh, Bailee Mathews

Political shifts, heightened conflict, and the growth of generative AI are transforming the energy system. Leadership perspectives and survey results from the Atlantic Council’s 2025 Global Energy Agenda provide a valuable roadmap for adapting to the evolving energy landscape.

Energy & Environment Energy Markets & Governance

EnergySource

Jan 29, 2025

What China’s BYD really wants from EV investments in Mexico

By Haley Nelson

BYD, the world’s largest EV manufacturer, is moving forward with plans to build a manufacturing plant in Mexico despite the country’s ongoing trade friction with the US. This decision signals a wider strategy to embed Chinese influence in Mexico’s energy infrastructure, given BYD’s potential to dominate the market.

China Energy & Environment

EnergySource

Jan 27, 2025

DOGE should use AI to fix environmental review

By William Yancey Brown

The National Environmental Policy Act’s (NEPA) often lengthy process can delay crucial development projects and job creation. To address this, Trump’s newly established Department of Government Efficiency should leverage AI technologies to accelerate environmental reviews, modernizing the administration of NEPA.

Artificial Intelligence Energy & Environment

EnergySource

Oct 18, 2024

Innovation can accelerate Southeast Asia’s energy transition 

By Reed Blakemore, Chase Thalheimer

As Southeast Asia’s energy landscape undergoes profound transformations, innovative clean technologies will be critical in meeting surging demand and ensuring a reliable, resilient, and clean energy supply.

Energy & Environment Energy Transitions

EnergySource

Aug 29, 2024

The US government should build a Resilient Resource Reserve for wartime and peacetime

By Gregory Wischer and Morgan Bazilian

China currently dominates critical mineral supply chains, putting American security needs at risk. Congress should both incentivize domestic mineral production and mitigate supply disruptions to the US military in a potential conflict with China by building a physical stockpile of strategic minerals that would last for five years.

China Energy & Environment

Issue Brief

Jun 28, 2024

Los Angeles and California: Environmental policy as a catalyst for cleantech ecosystems 

By Peter Engelke

California and Los Angeles have addressed climate change through innovative policymaking and technology, but face challenges which could undermine their success as leaders in tech and climate innovation.

Energy & Environment United States and Canada
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