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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
Government shutdown second-longest in history, OpenAI challenges Chrome, more | The Daily Report
Lindsey Reiser reports on new U.S. sanctions on Russia in an effort to end the war in Ukraine, and OpenAI's dive into the web browser space.CBS News 24/7 is ...
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How Texas plans to serve ‘infinite demand’
Eric Goff, founder of Goff Policy on batch zero, transmission planning, and how Texas can serve new load without shifting costs onto existing customers.
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Publications
How the Next Round of US Tariffs Could Shape Global Energy and Industrial Value Chains
In March 2026, the Office of the US Trade Representative (USTR) announced it was investigating "structural excess capacity and production in manufacturing sectors" in 16 economies.
Project Vault: Big Ambitions for Critical Minerals Stockpiling Face Tensions in Execution
The US Export-Import Bank is preparing to close the first funding tranche of Project Vault, a public-private partnership establishing the US Strategic Critical Minerals Reserve.
