Research Library

This report explores the many challenges in securing minerals and materials for evolving energy needs. From lengthy project timelines to China’s control of supply chains, these obstacles are creating a multifaceted and uncertain energy landscape — and a vast range of possible energy futures.

Is global oil demand going to rise or fall? And are forecasters analysts or advocates? Recently, variances have increased across long- and short-term oil market forecasts from major institutions — carrying implications for global oil prices, sustainability, and economies. A brief by fellow Mark Finley traces the growing disparities in oil demand projections and examines the need to recognize shifting institutional bias’s role in these projections.

The transportation industry is squarely impacted by energy transitions. Ed Emmett discusses the importance of a nation’s transportation system for its economic health, much like a circulatory system is critical for the health of the individual. Shifting to new transportation energy sources poses challenges because, in some applications, it requires not just a change in the technology embodied in the mode of transportation, but an overhaul of the entire system. Each mode of transportation — from cars to shipping fleets to planes — faces different constraints that impact the economic viability of different fuel sources and methods of scaling.

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.

Almost all of the progress the U.S. has made toward its Paris Agreement target for 2025 has come from falling CO2 emissions from energy use. But greater declines in other greenhouse gas emissions are needed to reach our goal, writes fellow Mark Finley.

This paper lays out one potential step-by-step path toward decarbonizing Saudi Arabia, imagining a sweeping restructuring of a fossil fuel-driven society and economy.

The authors take a realistic look at what's needed for the global energy transition to succeed and warn that moving away from fossil fuels too quickly could backfire — stranding climate progress in the so-called “valley of death.”

How did the pandemic impact energy markets around the world? The results of this year's bp Statistical Review of World Energy show how the U.S. led the widespread decline in energy production, oil was the energy type most impacted by shutdowns, and global trade for fossil fuels fell more rapidly than production.

Gabriel Collins, the Baker Botts Fellow in Energy and Environmental Regulatory Affairs, explains why Section 625 of the CLEAN Future Act — which aims to classify oilfield-produced water as a hazardous waste — would likely induce multi-system disruptions severe enough to prevent the act from achieving its climate, energy, environmental, and social objectives.

This report explores Houston's substantial comparative advantage in finding and developing low-carbon solutions and creating opportunities to efficiently and effectively deploy the region’s vast resources to produce and deliver cleaner, greener fuels to the nation and the world.