Research Library

Will Iran’s reformist new president bring about meaningful change? Mohammad Ayatollahi Tabaar and Kristian Coates Ulrichsen joined the Baker Briefing podcast to discuss Masoud Pezeshkian’s surprising electoral victory and what to expect from his administration.

Fellow in Energy and Global Oil, Mark Finley, comments on the 2024 edition of the Energy Institute’s “Statistical Review of World Energy” and points out some new wrinkles, a lot of continuity, and the mixed message left by the world of energy in 2023.

As Mexico faces a potential return to single-party rule, its ability to attract foreign direct investment is diminishing, writes fellow David A. Gantz. In this issue brief, he explores a range of factors contributing to Mexico’s adverse investment climate.

Mohammad Ayatollahi Tabaar, Kristian Coates Ulrichsen, and Ambassador David M. Satterfield explore what lies ahead for Iran, its people, and the Gulf region following the death of Iranian President Ebrahim Raisi.

Qatar is significantly expanding its LNG export capacity, in a two-phase project that will cement this Gulf state as one of the top global LNG exporters for decades. At a recent meeting, the Baker Institute Middle East Energy Roundtable brought together experts, analysts, and industry leaders to explore how this expansion will impact gas markets and the global energy landscape

Will OPEC+ begin to reverse large production cuts at its June 1 meeting? In large part, it will depend on whose oil market outlook is closest to the mark, writes Mark Finley, fellow in energy and global oil. He examines several forecasts and outlines the issues in a new commentary.

Will the U.S. ban future LNG sales to China? Fellows Gabriel Collins and Steven R. Miles examine a recent move by the Department of Energy to “temporarily pause” LNG exports to countries that do not have free trade agreements with the U.S. — including China.

Yemen’s Houthi have mounted a selective counter-shipping campaign in the Red Sea that has disrupted global trade between Asia and Europe. In a new issue brief, fellow Jim Krane describes how the attacks have triggered major shipping delays and expenses for firms based in countries friendly to Israel — effectively acting as economic sanctions and demonstrating the power of a non-state actor to undermine global norms around freedom of navigation.