articles, issue briefs, and reports

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

President 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

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

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
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

Mar 14, 2024

Hydrogen challenges in a post-45V world 

By Matthew Blieske and Joseph Webster

Despite the US Treasury’s guidance on the 45V tax credit to promote “qualified clean hydrogen” production, domestic investment in the hydrogen ecosystem has yet to ramp up. 45V will be impactful, but as long as technical, commercial, and regulatory challenges remain unaddressed, the industry will not reach its full potential.

Americas Energy & Environment
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