Geo-strategic energy insights research

Our experts offer actionable policy recommendations to ensure that decarbonization is an enabler of shared peace and prosperity across the globe.

articles, issue briefs, and reports

EnergySource

Mar 12, 2020

Oil market meltdown?

By John Soughan

Over the weekend of March 7–8, the breakdown of the previous oil production agreement between Russia and Saudi Arabia led to the broader collapse of the arrangement between OPEC and OPEC+. What will the rift will mean for the global oil market?

Coronavirus Energy Markets & Governance

EnergySource

Feb 26, 2020

The trade war we want China to win: China’s nuclear exports can challenge Russian dominance

By David Yellen

Russia and China are competing for nuclear industry market share, not working together to dominate, and China’s rise gives Russia a real competitor in nuclear energy—that is good for the United States.

China Geopolitics & Energy Security

EnergySource

Feb 25, 2020

Global challenges require global solutions

By Ryan Edwards

What will it take to drive more sustainable investing to keep our planet temperature below a 1.5 degree Celsius increase?

Climate Change & Climate Action Energy Transitions

EnergySource

Feb 24, 2020

Despite election, UK fracking faces an uphill battle

By Christian Le Miere

In their pre-election manifesto, the UK Conservatives stated that their stance will be to “not support fracking unless the science shows categorically it can be done safely,” something of a U-turn for the party. Why adopt such a significant policy change now?

Oil and Gas United Kingdom

EnergySource

Feb 19, 2020

TurkStream is South Stream 2.0—has the EU done its homework this time?

By Martin Jirušek

Flying largely under the radar, progress on the TurkStream pipeline has been met with little attention. This is quite unjust, as the project is a key piece of Gazprom’s future supply strategy.

Energy Markets & Governance Geopolitics & Energy Security

EnergySource

Feb 10, 2020

A new security challenge: The geopolitical implications of climate change

By Friedbert Pflüger

Discussions on energy and geopolitics over the last ten years have often focused on the need for energy security. Now, another challenge—climate security—is emerging and it must be urgently addressed.

Climate Change & Climate Action Geopolitics & Energy Security

EnergySource

Feb 10, 2020

The climate and equity dilemma: Bending the coal curve in South and Southeast Asia

By Robert F. Ichord, Jr.

South and Southeast Asia are leading the world in terms of developing countries’ energy growth—how can need be met while avoiding new coal investments?

Bangladesh Energy Transitions
Aurora borealis

EnergySource

Feb 4, 2020

CCS in Norway: Propelling global innovation for decarbonization

By Lee Beck

Northern Lights, a carbon capture and storage (CCS) project backed, in part, by the Norwegian government is set to bolster European and global carbon capture innovation, accelerating climate progress and exemplifying the next wave of global CCS facilities.

Climate Change & Climate Action Northern Europe
Building in Beijing

EnergySource

Jan 29, 2020

China’s vision for community with a shared future for humanity belies actual action

By Craig Hart

For China to truly back the its vision of a "shared future" with action, it must drastically reduce its own carbon emissions at home and discontinue investing abroad in carbon-intensive infrastructure through its Belt and Road Initiative.

China Energy Transitions
Wind turbines

EnergySource

Jan 29, 2020

The quiet energy transition sweeping the Midwest

By Craig Hart

A quiet energy revolution is taking hold in the American Midwest, creating a tipping point for the nation as a whole—lower-carbon natural gas and renewables are pushing out coal as the low-cost fuel for power generation.

Energy Transitions Oil and Gas
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