Op-Eds & Articles

Article

Two Meetings That Can Shape Oil Markets

Authors: Michael A. Levi and Edward Morse
Barron's

As climate plays a growing role in energy markets, serious energy analysis can no longer choose to focus only on traditional energy economics and geopolitics, write Michael Levi and Ed Morse. Policymakers, analysts, companies, and investors that deal in traditional energy will need to become much more sophisticated in their understanding of climate policy.

See more in Global; Financial Markets; Energy and Environment

Article

The TPP Is the Last, Best Opportunity for New Global Trade Rules

Author: Edward Alden
World Politics Review

There is no other area of global governance—not climate change, not management of the oceans, not monetary policy, not peacekeeping—in which the nations of the world have agreed to cooperate more closely than on the rules governing international trade. But over the past half-century, each step toward greater trade cooperation has been a bit harder than the last.

See more in Global; Treaties and Agreements

Article

By All Means Necessary: How China’s Resource Quest Is Changing The World

Authors: Elizabeth C. Economy and Michael A. Levi
All China Review

Elizabeth C. Economy and Michael Levi explore how Chinese demand drive global commodity prices, the broader implications of the Chinese slowdown for the global economy and regional security, and consequences of China’s resource quest for the world’s resource-producing states and industries.

See more in China; Financial Markets; Environmental Policy

Article

Ensuring Tesla Doesn't Crowd Out the Batteries of the Future

Author: Varun Sivaram
Forbes

Tesla is planning to scale up production of its lithium-ion batteries, which today power electric vehicles but tomorrow could back up the electricity grid, by building a massive “Gigafactory” in Nevada. Varun Sivaram argues that while positive in the short run, Tesla’s mediocre battery could crowd out more promising, advanced battery technologies in the long run, impeding long-term progress on climate change.

See more in Global; Renewable Energy

Article

Why Moore's Law Doesn't Apply to Clean Energy Technologies

Author: Varun Sivaram
Greentech Media

For fifty years, Moore’s Law has governed the startling pace of innovation in the computer chip industry. That Moore’s Law is an extraordinary phenomenon, unique to a single industry, is often forgotten by clean energy commentators who misappropriate it for predicting the progress of technologies like solar panels and batteries. Varun Sivaram argues that this sort of analogy is misleading, and that the clean energy sector should aspire to Moore-esque advances.

See more in Global; Renewable Energy; Clean Technology