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Energy Explained
Get the latest as our experts share their insights on global energy policy.
Chinese Customs Data Reveal Deeper US Dependence on Chinese Rare Earths
One of the central objectives of the second Trump administration has been to pursue a maximalist trade policy toward China.
Podcasts
Hear in-depth conversations with the world’s top energy and climate leaders from government, business, academia, and civil society.
Jessica Uhl on the Fractured Energy Transition: Why Speed Matters Now
The clean energy transition had real momentum at the end of 2024. It was buoyed by federal support, billions of dollars of investment in new technologies, and broad...
News
Australia LNG strikes would need to last over a month to spike prices, analysts say
Threatened strikes by workers at Australian liquefied natural gas (LNG) providers would need to last more than a month to significantly push up global prices, analysts said this week.
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The market outlook for gas and LNG in Asia
Natural gas and LNG play a pivotal role in the global energy mix, making them crucial tools in addressing supply-demand imbalances. Recent disruptions in the
Med route loss adds weeks to Russian LNG exports, hits earnings
Ships departing from LNG export hubs in western Russia have taken the long-haul route to Asia via the Cape of Good Hope – adding up to two weeks to the journey – since a purported attack by unmanned Ukrainian boats on the Russia-linked Arctic Metagaz vessel on 3 March. Over the past
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Publications
China’s Energy Powerhouse Ambitions
Two economic planning documents released at the March meeting of China's National People’s Congress include the term "energy powerhouse" for the first time.
The Iran Shock
Within days of the initial U.S. and Israeli attack on Iran on February 28, 2026, the world was plunged into an energy crisis.
How the Iran War Is Changing Europe’s Energy Transition
The war in Iran is not just another energy shock. It is arriving at a moment when Europe is already under cumulative strain: a war on its eastern border, the lingering aftershocks of the 2022 energy crisis, industrial decline, political fragmentation, fiscal limits, and a widening debate over how much of its own security it must now provide.
