Commentary

The IRA and the US Battery Supply Chain: One Year On

It has now been just over a year since the US signed into law the Inflation Reduction Act and already, it has been followed by more than US $110 billion in clean energy investments.

Commentary by Ahmed Mehdi , Tom Moerenhout • September 20, 2023

The IRA and the US Battery Supply Chain: One Year On

Energy for Development

Can Debt-for-Climate Swaps Help Heavily Indebted Developing Countries Address Climate Priorities?

Rising debt levels and the ravages wrought by climate change present acute threats to achieving sustainable development goals in emerging market and developing economies.

Commentary by Gautam Jain , Luisa Palacios , Harry Verhoeven • September 14, 2023

Can Debt-for-Climate Swaps Help Heavily Indebted Developing Countries Address Climate Priorities?

Oil

Options for OPEC+ amid Uncertain Oil Market Fundamentals

Earlier this month, OPEC+ leaders Saudi Arabia and Russia announced further voluntary production and export cuts, with the former alone accounting for nearly half of the OPEC+ aggregate.

Commentary by Kaushik Deb , Abhiram Rajendran • August 01, 2023

Options for OPEC+ amid Uncertain Oil Market Fundamentals

Fossil Energy

Pemex’s Flaring Challenges: Debt and Oil Production Priorities Limit Flaring Mitigation Options

Pemex is well known as one of the world’s most indebted oil and gas companies, but it has also recently gained notoriety for its natural gas flaring practices.

Commentary by Adrian Duhalt • July 10, 2023

Pemex’s Flaring Challenges: Debt and Oil Production Priorities Limit Flaring Mitigation Options

Nuclear Energy

A Critical Disconnect: Relying on Nuclear Energy in Decarbonization Models While Excluding It from Climate Finance Taxonomies

Despite nuclear energy’s anticipated role in achieving decarbonization, many climate finance taxonomies either explicitly exclude nuclear power or are ambiguous on whether it is included.

Commentary by Matt Bowen , Kat Guanio • July 06, 2023

A Critical Disconnect: Relying on Nuclear Energy in Decarbonization Models While Excluding It from Climate Finance Taxonomies

Fossil Energy

Prospects for EU Extraterritorial Reduction of Methane Emissions from Its Natural Gas Supply

A new commentary explores the changes in the European Union's natural gas market in 2022 and the European Commission’s proposed methane emission regulations.

Commentary by Tim Boersma , Robert Kleinberg • June 15, 2023

Natural Gas

Beyond Spot vs. Long Term: Europe’s LNG Contracting Options for an Uncertain Future

This commentary discusses these four potential purchasing avenues to meet Europe’s variable current demand and to better suit the continent’s highly uncertain long-term LNG needs.

Commentary by Akos Losz , Kong Chyong , Ira Joseph • June 14, 2023

Beyond Spot vs. Long Term: Europe’s LNG Contracting Options for an Uncertain Future

Critical Minerals

Critical Mineral Supply Constraints and Their Impact on Energy System Models

Existing energy system models do not consider factors such as supply chain costs, production growth rates, and the time it takes to construct mines.

Commentary by Tom Moerenhout , Lilly Yejin Lee , James Glynn • June 12, 2023

Critical Minerals

The IRA and the US Battery Supply Chain: Background and Key Drivers

This commentary addresses the economics of the battery supply chain, who controls its key components, and, most importantly, how the IRA changes the position of the US in the global battery market.

Commentary by Ahmed Mehdi , Tom Moerenhout • June 08, 2023

The IRA and the US Battery Supply Chain: Background and Key Drivers

Energy Policy

Discounting the Distant Future: A Critique of the EPA’s Analysis of the Social Cost of Carbon

Social discount rates are crucial inputs to the decades-long literature in economics that attempts to estimate the social cost of carbon dioxide emissions

Commentary by Geoffrey M. Heal , Noah Kaufman , Antony Millner • June 06, 2023

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The IRA and the US Battery Supply Chain: One Year On

Can Debt-for-Climate Swaps Help Heavily Indebted Developing Countries Address Climate Priorities?

Options for OPEC+ amid Uncertain Oil Market Fundamentals

Pemex’s Flaring Challenges: Debt and Oil Production Priorities Limit Flaring Mitigation Options

A Critical Disconnect: Relying on Nuclear Energy in Decarbonization Models While Excluding It from Climate Finance Taxonomies

Prospects for EU Extraterritorial Reduction of Methane Emissions from Its Natural Gas Supply

Beyond Spot vs. Long Term: Europe’s LNG Contracting Options for an Uncertain Future

Critical Mineral Supply Constraints and Their Impact on Energy System Models

The IRA and the US Battery Supply Chain: Background and Key Drivers

Discounting the Distant Future: A Critique of the EPA’s Analysis of the Social Cost of Carbon

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