Iran Conflict Brief: The War's Lasting Impact on Gulf States
While US and Israeli forces have significantly degraded Iran's military and nuclear capability, the global energy landscape remains in a precarious position. For weeks, the Strait of Hormuz has been e...
1 Apr 29min
Daleep Singh on the Need for a US Industrial Policy Playbook
During President Trump's second term, the administration has taken unprecedented action in the US private sector. The federal government's investments in critical mineral mining and chip manufacturing...
31 Mar 1h
Javier Blas on CERAWeek and the Energy Market's Reckoning
Today marks the last day of CERAWeek, the annual energy industry conference sometimes described as the Davos of energy. As oil and gas CEOs and government officials gathered in Houston, efforts to bro...
27 Mar 59min
Kurt Campbell on China's Approach to Energy Security and Statecraft
The month-long Iran conflict has rapidly expanded, drawing in actors across the Middle East and raising concerns about broader regional escalation. As a result, we're seeing impacts on energy markets ...
24 Mar 53min
Iran Conflict Brief: How the Energy Shock Is Reshaping Investment
Nearly a month in, the conflict in Iran appears to have hit a critical inflection point. Over the weekend, President Trump gave Iran a 48-hour ultimatum to open the Strait of Hormuz or face strikes on...
24 Mar 34min
Iran Conflict Brief: The High Cost of Attacking Energy Infrastructure
As the conflict in the Middle East enters its 20th day, events on the ground have shifted into a critical new phase marked by direct strikes on core energy infrastructure. With the Strait of Hormuz ...
19 Mar 37min
Michael Gerrard and Jeff Holmstead on Next Chapter in US Climate Policy
The climate policy landscape in the US is in flux. Last month, the Environmental Protection Agency repealed its own power to regulate greenhouse gases. Two weeks later, the Supreme Court said it will ...
17 Mar 47min
Iran Conflict Brief: A 'Tacit Bargain' Protecting Gulf Energy
As the US-Israeli military campaign against Iran enters its third week, the complexities of the global energy landscape are deepening by the hour. Shut-ins of Middle Eastern upstream oil production ar...
16 Mar 25min
