Blog - Center on Global Energy Policy at Columbia University SIPA

The US Is Internationalizing Its Critical Minerals Industrial Policy

Securing critical minerals is a top priority of governments around the world.

Blog by Zainab Usman • February 13, 2026

The US Is Internationalizing Its Critical Minerals Industrial Policy

Downside and Upside Scenarios for Iranian Gas

Iran has among the world's largest natural gas resource bases, but its ability to supply regional and global markets is constrained by sanctions, underinvestment, and limited export infrastructure.

Blog by Anne-Sophie Corbeau & Tatiana Mitrova • February 11, 2026

Downside and Upside Scenarios for Iranian Gas

Nuclear Energy

Making Nuclear Regulatory Reform Durable: Efficiency Backed by Credibility and Predictability

The United States is at a rare inflection point for nuclear energy, with unprecedented momentum behind deployment and regulatory reform as nuclear becomes central to energy security, AI competitiveness, and state and corporate climate goals.

Blog by Ashley Finan • February 2, 2026

Making Nuclear Regulatory Reform Durable: Efficiency Backed by Credibility and Predictability

Oil

How a Conflict in Iran Could Affect Oil Markets in the Gulf Arab States

Multiple US–Iran conflict scenarios carry materially different risks for global oil infrastructure, transit routes, and prices.

Blog by Karen E. Young • January 30, 2026

How a Conflict in Iran Could Affect Oil Markets in the Gulf Arab States

Oil

Where China Gets Its Oil: Crude Imports in 2025 Reveal Stockpiling and Changing Fortunes of Certain Suppliers, Including Those Sanctioned

China’s crude oil imports hit a record-high 11.6 million barrels per day in 2025, as geopolitical tensions, low oil prices, and global oversupply spurred China to increase its oil stockpiles, a trend likely to continue in 2026.

Blog by Erica Downs • January 29, 2026

Where China Gets Its Oil: Crude Imports in 2025 Reveal Stockpiling and Changing Fortunes of Certain Suppliers, Including Those Sanctioned

Natural Gas

Iran’s Natural Gas Paradox: Vast Resources, Limited Export Capacity

Iran appears to be a natural gas giant, due to its large proved gas reserves and significant gas production and consumption.

Blog by Anne-Sophie Corbeau & Tatiana Mitrova • January 26, 2026

Natural Gas

More Efficient Use of Venezuela’s Natural Gas Could Strengthen the Region’s Energy Security and the Country’s Electricity Sector

Venezuela holds 70% of Latin America's natural gas reserves, which it could export to Colombia and Trinidad to increase revenues.

Blog by Luisa Palacios, Diego Rivera Rivota & Ira Joseph • January 21, 2026

More Efficient Use of Venezuela’s Natural Gas Could Strengthen the Region’s Energy Security and the Country’s Electricity Sector

Geopolitics

US Action Threatens Venezuela-China Oil Flows, Debt Repayment, and Investments

The US intervention in Venezuela may jeopardize both the flow of discounted Venezuelan oil to China's teapot refineries and the role of Chinese oil companies in Venezuela’s upstream business.

Blog by Erica Downs & Luisa Palacios • January 7, 2026

US Action Threatens Venezuela-China Oil Flows, Debt Repayment, and Investments

Geopolitics

Q&A on US Actions in Venezuela

Early on 3 January 2026, the United States launched a military operation to arrest President Nicolás Maduro and remove him from Venezuela.

Blog by Luisa Palacios, Richard Nephew & Daniel Sternoff • January 4, 2026

Trade Policy

Trade’s Emergence at International Climate Talks and the Limits on Consensus

This Energy Explained post represents the research and views of the author(s). It does not necessarily represent the views of the Center on Global Energy Policy. The piece...

Blog by Trevor Sutton & Elliot Diringer • December 19, 2025

Trade’s Emergence at International Climate Talks and the Limits on Consensus

Natural Gas

Geopolitical Uncertainty Still Creates Wide Range of Potential Russian Gas Export Volumes

Geopolitical uncertainty associated with Russian gas exports could swing the range of those exports by an estimated 150 bcm per year.

Blog by Anne-Sophie Corbeau • December 17, 2025

Geopolitical Uncertainty Still Creates Wide Range of Potential Russian Gas Export Volumes

Energy Markets

Data Centers and Their Energy Use: Trends in State Capitals

From the east to west and north to south, in red states and blue states, attention to data centers is skyrocketing in state capitals across the United States.

Blog by David Sandalow, Colin McCormick, Rory Jacobson + 3 more • December 15, 2025

Data Centers and Their Energy Use: Trends in State Capitals

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