Suggested Readings

Energy & Climate 101

• Slides

Energy Dominance and Geopolitics

• Carrots, Sticks, and Sledgehammers - Trump’s Options for Reducing U.S. Oil Prices

• Russian Oil Sanctions Demand Persistence

Clean Tech Innovation

• SP Global Clean Tech Supply Chains Slide

• U.S. Low-Carbon Leadership - Catalyzing Trade, Development, and Decarbonization in Emerging Economies

• The EV Transition in the U.S. & China

AI and Load Growth

• The Electricity Supply Bottleneck on U.S. AI Dominance

• Strategic Thinking on Electric Transmission in the Age of AI

• Powering the Commanding Heights: The Strategic Context of Emergent U.S. Electricity Demand Growth

Energy Tech Supply Chains: Global Competition & Security

• Energy Technology Perspectives 2024 [Executive Summary]

• The Changing Geopolitics of Nuclear Energy: A Look at the United States, Russia, and China [Introduction & Chapter 2]

• The Geopolitics of Critical Minerals Supply Chains [Chapters 2 and 3]

Additional Resources

Podcasts

• Power Map examines the energy landscape from the intersection of policy, markets, technologies, and geopolitics

Projects

• The Power Line examines developments in the U.S. electric power sector and connects them to policymaking conversations in D.C.

• U.S. LNG: Defining National Interests - Understanding the global role of U.S. LNG. This project examines the economic, geopolitical, climate, and market implications of U.S. liquefied natural gas (LNG) exports. The goal is to address concerns about the U.S. LNG export boom, assess the strategic implications for the United States and its allies, and inform ongoing considerations of how the United States should determine the “public interest” in evaluating proposed LNG export projects.

Videos

• Energy Security and the Clean Energy Transition: Complementary Goals
  featuring Geoffrey R. Pyatt (Assistant Secretary for Energy Resources, U.S. Department of State)

• Global Update on Energy and Climate
  featuring David Turk (Deputy Secretary of Energy) and Fatih Birol (Executive Director, International Energy Agency)

• EU Energy Security
  featuring Maroš Šefčovič (European Commission) and Dr. Ernest Moniz (former U.S. Secretary of Energy)