articles, issue briefs, and reports

EnergySource

Jun 14, 2024

Will the new Parliament change Europe’s course on energy security and climate?

By András Simonyi, Olga Khakova, Pau Ruiz Guix, Andrei Covatariu, and Elena Benaim

The recent European Parliament elections signal a shift in EU energy policy toward energy security and competitiveness. To ensure that climate remains on the agenda, European policymakers must deliver on existing commitments and deepen global climate cooperation.

Energy Transitions European Union

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

Report

Jun 7, 2024

Reconstructing Ukraine at war: The journey to prosperity starts now

By John E. Herbst, Olga Khakova, Charles Lichfield

Rebuilding the Ukrainian economy after Russia’s full-scale invasion will be a monumental task. Reconstruction can’t wait for peace and must be a well-coordinated, inclusive process.

Economy & Business Energy & Environment

EnergySource

Jun 4, 2024

Brazil is buying lots of Chinese EVs. Will that continue?

By William Tobin

Brazilian imports of Chinese battery electric vehicles (BEVs) surged in 2023 as Chinese automakers sought—and continue to seek— global markets for their BEV surpluses. However, increasing protectionism in Brazil may force China to find new welcoming markets in other Latin American and Asian countries.

Brazil China

EnergySource

May 13, 2024

What US tariffs on Chinese batteries mean for decarbonization—and Taiwan

By Joseph Webster

In response to Beijing’s attempts to cement its dominant position across the “new three” technologies of solar photovoltaics (PVs), electric vehicles (EVs), and batteries, the Biden administration is poised to issue tariffs on key Chinese products. A look at China’s battery exports, and its associated battery complex, reveals both opportunities and risks for US and allied […]

China Energy Transitions

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

EnergySource

May 7, 2024

Amid competing pressures, will Ukraine quit its transit of Russian gas?

By Sergiy Makogon and Daniel Stein

The Russia-Ukraine gas transit agreement inked in 2019 will expire in December 2024, but Russian gas transit through Ukraine will remain a possibility. This doesn’t have to be the case.

Energy & Environment Energy Markets & Governance

EnergySource

May 3, 2024

G7 pledges to end coal—but only inclusive action will make a real climate impact

By Elena Benaim

During the G7 energy ministerial in Turin, Italy, climate, energy, and environment ministers made a historic pledge to phase out coal power plants by 2035 among other agreements. But members ultimately need to turn pledges into action to blunt the impacts of climate change.

Africa Brazil
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

EnergySource

Apr 16, 2024

What Iran’s attack on Israel means for global energy

By Atlantic Council experts

On the weekend of April 13th, energy markets have shown a muted response to Iran’s unprecedented attack on Israel. As Israel weighs its response, the risks to fuel prices and global energy security are extremely high. Our experts comment on what to watch for.

Energy & Environment Energy Markets & Governance
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