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Energy Explained
Get the latest as our experts share their insights on global energy policy.
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.
Podcasts
Hear in-depth conversations with the world’s top energy and climate leaders from government, business, academia, and civil society.
Iran Conflict Brief: Why the UAE Is Leaving OPEC Now
It has been a tumultuous 24 hours for the global energy landscape. Yesterday, the United Arab Emirates sent shockwaves through the oil industry by announcing its withdrawal from...
While China will be the key global energy consumer in the next 20 years, its continuing surge in energy demand will most likely start to ease off towards 2035, leading a global slow down of energy consumption growth, a new report finds.
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UAE’s OPEC exit: With cartel cracked, oil spills over geopolitics
In a dramatic turn of events, the United Arab Emirates has officially exited OPEC, signaling a significant transformation within the global energy landscape. This bold step is set to alter oil production dynamics and reshape international relationships, ushering in new energy frameworks.
Trump said his blockade would cause Iran’s oil industry to ‘explode’ this week. Why that won’t happen
The U.S. and Iran are locked in a standoff that will only break when one side decides it can no longer tolerate the pain. Who will move is unclear.
As high gas prices squeeze voters, Republican midterm challenges deepen
High prices at the pump pose a direct hit to many Americans’ wallets, and are a driver of other costs. Some GOP strategists worry that even if the Iran war ends soon, voters may not feel an improvement in their finances before the midterm elections.
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Publications
European Gas Storage: The World’s Winter Buffer Is Dwindling
Europe is entering the 2026 gas injection season with its lowest level of gas in storage since 2018.
Asia’s Gas Shock Playbook: Coal, Curtailment, and Competing for LNG
Almost 90 percent of the LNG that transited the Strait of Hormuz in 2025 was destined for Asian countries.
Why Russia Can’t Capitalize on the Iran War’s Gas Shock
When the Iran War disrupted shipping through the Strait of Hormuz and tightened global gas balances, a familiar assumption quickly resurfaced: Russia, possessing the largest proven natural gas reserves in the world, would inevitably emerge as one of the principal beneficiaries.
