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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...
Jason Bordoff, Founding Director of Columbia University's Center on Global Energy Policy and energy policy advisor to President Obama, sees oil prices going "significantly higher" with prolonged closure of the Strait of Hormuz, as the US does not have a policy tool large enough to deal with the ongoing disruptions.
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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
Iran’s Oil Sector Can Likely Weather Production Shut-ins, but Gas Fields Are at Risk
The US blockade of tankers serving Iran's oil exports is intended to cut Iranian oil exports to near-zero.
Iran Crude Oil Storage Levels Are Rising, but Production Shut-ins May Not Be Imminent
Iran has expanded its storage infrastructure over the past decade to levels that may be sufficient to handle up to two or three weeks of crude exports at pre-war levels.
