Research Library

The new administration should immediately abandon the “America Alone” policies of the Trump administration and work with our allies to address China’s rampant IP theft and forced technology transfer, overproduction of steel and aluminum, and unlawful subsidies.

This brief assesses the strategic and economic challenges of energy security amid a transition to a lower-carbon energy future.

Energy fellows Mark Finley and Anna Mikulska explore why U.S. natural gas prices have increased during the COVID-19 pandemic, even as gas prices in Europe and Asia have remained relatively low.

When President-elect Joe Biden assumes office in January, he will be compelled to deal with the most important and ferociously complicated geopolitical question the United States faces today: how to manage its relations with China. Fellow Joe Barnes explains how the U.S.-China situation differs from the Cold War dynamic, and how the U.S. will best be served in the years ahead. Read more at the Baker Institute Blog.

The authors compare the impacts of energy-related sanctions against Russia and a market-based geoeconomics policy, and suggest options for U.S. involvement in the region.

Mark Finley, fellow in energy and global oil, examines cost reduction, capital climate, productivity gains and decline rates as reasons why the U.S. shale industry may struggle to maintain its competitiveness in 2020. Baker Institute Blog: https://bit.ly/3lAyB6R

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.

Saudi Arabia’s newfound willingness to take a stand against oil quota cheats has forced the rest of OPEC+ to adhere to their quotas. Will today’s discipline – driven by the biggest-ever plunge in oil demand – fade alongside the virus? Read more in the Baker Institute Blog.

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.

While foreign policy has rarely been the predominant issue in U.S. presidential campaigns, the November election will provide voters a clear choice when it comes to U.S. relations with other nations, writes fellow Joe Barnes.