Research Library

Fellow Kristian Coates Ulrichsen examines where the six nations of the Gulf Cooperation Council currently stand in their outlook and approaches toward the Israeli-Palestinian issue.

Gabriel Collins, the Baker Botts Fellow in Energy & Environmental Regulatory Affairs, analyzes the impact of China’s emerging demographic decline, debt burden and increasingly likely structural economic growth downshift on global oil and gas markets.

Read the Baker Institute Blog for the latest updates on the spread of Covid-19 and the best defenses against it.

Kelly Neill, graduate fellow at the Center for Energy Studies, examines how LNG exports have increased the domestic natural gas price in the eastern part of Australia, causing domestic gas users to grumble. Baker Institute Blog: https://bit.ly/30voN4p

Prices of natural gas have fallen precipitously in recent months as the global COVID-19 pandemic deepened the already existing misalignment between growing supply and relatively sluggish demand. Post-COVID-19 recovery should increase the demand through 2022, but a soft market is expected to continue through 2025. These conditions could provide an unprecedented opportunity for natural gas buyers/importers.

Changes in Russian natural gas policy point to a new strategy where Gazprom and Novatek follow different operating rules, allowing Russia to adjust to a changing natural gas market. The authors explain how this arrangement is playing out on the world energy landscape.

In the last of a series of reports on the USMCA, fellow David Gantz considers the trade-related matters that could affect the success of the USMCA as a mechanism for encouraging investment, creating new jobs and enhancing consumer welfare in North America.

Rather than offer a forecast that may overstate or understate Covid-19's impact on the U.S. and global economy, the authors highlight what to look for as the pandemic progresses, recedes or oscillates.

The oil glut and the unprecedented drop in demand, along with plummeting oil prices due to the coronavirus pandemic, is revealing the strengths and weaknesses of oil firms globally. The authors consider four NOCs — Ecopetrol, Petrobras, Petronas and Pemex — in the context of the current crisis.

The authors argue for an identification and tax program that would allow unauthorized residents to receive identification documents and reside and work legally in the United States. In return, they would pay taxes much like any other American.