ARTICLES, ISSUE BRIEFS, & REPORTS

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

EnergySource

Jun 10, 2024

Generative AI provides a toolkit for decarbonization

By Joseph Webster and Shaheer Hussam

Artificial intelligence models have long provided niche tools for energy a climate technologists. With the unique capabilities of generative AI, spanning applications in strategy, regulation, and finance, opportunities (and responsibilities) have emerged for all decarbonization stakeholders.

Artificial Intelligence Climate Change & Climate Action

EnergySource

May 9, 2024

China builds more utility-scale solar as competition with coal ramps up

By Joseph Webster

China’s transition to more utility-scale solar installations furthers its decarbonization efforts. However, regional resource limitations, limited interprovincial electricity transfers, and cheap coal present structural and economic headwinds.

China Energy Transitions
Cover image for Navigating dominant narratives and data accuracy—Implications for energy security

Issue Brief

Apr 23, 2024

Navigating dominant narratives and data accuracy: Implications for energy security

By Sara Vakhshouri

Energy market shocks and uncertainties highlight the importance of understanding the interplay between data-driven narratives and market expectations within the energy sector. These narratives wield significant influence over market dynamics, impacting commodity pricing and investment trends.

Geopolitics & Energy Security Technology & Innovation
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