Global Energy Center

As Middle East tensions simmer, the world fixates on the wrong energy market risks

As the anniversary of Hamas’ October 7 attack on Israel approaches, governments and industry leaders fear that Iran could close the Strait of Hormuz, with serious consequences for energy markets. But this move is highly unlikely. Rather, global leaders should be prepared for energy disruptions in other parts of the region.

After Venezuela’s stolen election, here’s how the US should craft an effective sanctions policy

By David L. Goldwyn

As Venezuela’s political crisis worsens, the United States has a role to play in advancing the country’s democratic cause and also inflicting pain on the Maduro regime, while minimizing negative impacts on Venezuelans, the broader region, and US interests. This will require crafting a smart sanctions policy based on lessons learned and five key elements.

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.

Japan’s economic revitalization requires nuclear energy

By Lauren Hughes, Maia Sparkman

Japan’s economy is recovering, with government efforts to boost population growth and expand energy-intensive industries like AI and semiconductors. However, current energy policies may not meet rising demand. Restarting nuclear reactors under enhanced safety measures is key to Japan’s energy security and climate goals. To sustain growth, Japan must continue restarting its nuclear fleet and invest in next-generation reactors, addressing workforce and supply chain challenges.

Pragmatism can improve Mexico’s energy outlook

By David L. Goldwyn and Antonio Ortiz-Mena

Claudia Sheinbaum’s victory in Mexico’s presidential election marks a crucial juncture for the country’s energy future. Sheinbaum’s initial moves are a promising beginning to maximizing Mexico’s economic potential, which requires significant clean energy investment.