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.

The link from resource endowment to profitability is intimately tied to the full supply chain. In the U.S., concern about market concentration in China is motivating policy intervention to reorient supply chains in the interest of energy and national security. This is not without its obstacles, however. Michelle Michot Foss discusses how new U.S. laws intersect with the challenges of aligning materials supply chains with green energy goals amid political and economic pressures.

Despite its uncertain future in the context of energy transitions, oil remains the largest global energy source, and oil markets will continue to demand attention in the near term given their economic and geopolitical impacts. Mark Finley discusses global oil production, demand, and implications.

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.

Ukraine's power grid is under severe strain, with Russian attacks reducing electricity generation capacity to just one-third of prewar levels. In a new working paper, Gabriel Collins and Kenneth B. Medlock, III suggest prioritizing decentralized, mobile power solutions to help Ukraine survive the winter and prevent a humanitarian disaster. They emphasize the critical need for international support to help Ukraine rebuild a more resilient energy system.

As we transition to a 21st-century power grid fueled by renewable energy and controlled by electronics, ensuring the reliability and stability of power supplies will be key. In this issue brief, nonresident scholar Julie A. Cohn explores recent developments and historical analogues crucial for a successful grid transition.

Climate change, conflict, and displacement in the Middle East North Africa (MENA) region present overlapping challenges to policymakers. This new joint report from the Edward P. Djerejian Center for the Middle East and United States Institute of Peace examines four key components — natural resources, urban fragility, gendered impacts, and international financing — and makes specific recommendations to address these complex issues.

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.

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.

Supply chains: what are the alternatives if climate change restrictions on transiting the Panama Canal become a regular occurrence?