Tom Moerenhout and Tomasz Nadrowski on Fixing the Mineral Supply Chain
Critical minerals sit at the intersection of energy technology, industrial competitiveness, and economic resilience. The issue has hit a fever pitch in the United States, driving the Trump administrat...
21 Jul 53min
Suzanne Maloney on Whether Perpetual Conflict is New Normal for the Gulf
Nearly a month after a ceasefire, the US-Iran deal seems to have all but collapsed as both nations have slipped back into active conflict. On Sunday, Tehran announced that the Strait of Hormuz is once...
14 Jul 57min
Iran Conflict Brief: How Renewed Strikes Impact Global Energy
In the 23 days since the US and Iran agreed to a ceasefire, strikes have returned, following a familiar pattern: Iran attacks vessels using an internationally backed sea lane in Omani territorial wate...
10 Jul 43min
Alice Yake on Planning for a Reliable, Cleaner Grid
Grid operators sit at the center of many of the biggest forces reshaping the global energy system. They're navigating rising electricity demand, a lack of transmission infrastructure, shifting regulat...
7 Jul 1h
Doug Arent and Robin Millican on What's Really Driving Electricity Prices
Concerns about the affordability of electricity in the US have been rising along with prices. And while the headlines have pointed to AI and data centers as the underlying factors, the exact causes ar...
30 Jun 56min
Michael Cembalest Does the Math on the Energy Transition
The energy transition is in the midst of its own transition. Spiking electricity demand and geopolitical events are driving up energy prices, while debates over the best sources of generation play out...
23 Jun 57min
Jake Sullivan and Jon Finer on the US-Iran Deal, Hormuz Realities, and Iran's Nuclear Future
Yesterday, the US and Iran signed a memorandum of understanding starting the clock on a 60-day truce. The agreement intends to halt attacks, begin lifting the US naval blockade, and restore commercial...
18 Jun 1h 2min
Iran Conflict Brief: The US-Iran Deal and a New Phase of Accommodation
The 109-day-old Iran crisis is heading toward an off-ramp in the form of a not-yet-public Memorandum of Understanding to reopen the Strait of Hormuz. While energy markets are celebrating with a sell-o...
16 Jun 37min
