Kyu Lee, Author at Center on Global Energy Policy at Columbia University SIPA

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Saudi Arabia Pivots into Global LNG Market

Saudi Arabia’s recent moves into the liquefied natural gas (LNG) market may be a sign the giant oil exporter is looking to expand into a rapidly growing and politically influential market it had long ignored.

Blog by Ira Joseph • May 5, 2025

Saudi Arabia Pivots into Global LNG Market

Critical Minerals

Unpacking the US–Ukraine Minerals Deal

On April 30, 2025, the United States and Ukraine signed a long-anticipated economic partnership agreement establishing the US–Ukraine Reconstruction Investment Fund.

Blog by Tom Moerenhout • May 2, 2025

Finance & Economics

Structuring a US Sovereign Wealth Fund

The Trump administration may release a blueprint for a US sovereign wealth fund (SWF) in early May after the president signed an executive order in February giving the Secretary of the Treasury and the Secretary of Commerce 90 days to develop a plan.

Blog by Kevin Brennan, Gautam Jain & Sagatom Saha • May 1, 2025

Energy Policy

What it Takes to Deliver Global Energy Abundance

President Donald Trump’s second term has begun with sweeping changes, just as the candidate promised: tariffs instituted against allies and adversaries alike, budgets and programs cut, and entire agencies shuttered.

Blog by Jonathan Elkind & Preetha Jenarthan • April 30, 2025

What it Takes to Deliver Global Energy Abundance

Natural Gas

The Future of LNG Trade: Inflexible, Inefficient, and Polarized?

Over the past few decades, liquified natural gas (LNG) trade has evolved from the initial point-to-point business model of the 1960s to become more flexible.

Blog by Anne-Sophie Corbeau • April 18, 2025

The Future of LNG Trade: Inflexible, Inefficient, and Polarized?

Trade Policy

Robert J. Johnston: President Trump has thrown down the economic gauntlet. Canada must be unified in our response

Pitting Western Canada against Eastern Canada is a terrible strategy for winning Trump’s trade war

Op-eds & Essays with Robert (RJ) Johnston • The Hub • April 14, 2025

Robert J. Johnston: President Trump has thrown down the economic gauntlet. Canada must be unified in our response

Nuclear Energy

How Congress Can Build on SMR Momentum after Canada Approves First Commercial Construction for Such Reactors in North America

The Canadian Nuclear Safety Commission (CNSC) issued a construction license last week for what would be the first commercial small modular reactor (SMR)[1] in North America.

Blog by Lavanika Bahuguna, Matt Bowen, Nik Nor Zafirah + 1 more • April 10, 2025

How Congress Can Build on SMR Momentum after Canada Approves First Commercial Construction for Such Reactors in North America

Trade Policy

How Trump Could Dethrone the Dollar

The world’s reserve currency may not survive the weaponization of U.S. economic power.

Op-eds & Essays with Gautam Jain, Richard Nephew & Edward Fishman • Foreign Affairs • April 08, 2025

Trade Policy

Implications of the Trump Administration’s Tariff Announcement on US Economic Statecraft

The Trump administration’s decision on April 2nd to impose sweeping tariffs on most of the planet is already having significant effects on industries, companies, and individual citizens.

Blog by Richard Nephew • April 8, 2025