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February 22, 2018

China
Electric trucks are shown at BYD headquarters in Shenzhen, China May 25, 2016. China’s Coming Challenge to the U.S. Petro-Economy

U.S. oil production is set to surpass its all-time record monthly high (first set in 1970), and U.S. liquefied natural gas exports are roaring ahead, with 800 billion cubic feet already shipped since…

January 23, 2018

Venezuela
The corporate logo of the state oil company PDVSA is seen at a gas station in Caracas, Venezuela December 1, 2017. How Much Worse Can it Get for Venezuela’s State Oil Firm PDVSA?

Venezuela’s latest attempt to raise capital by issuing a cryptocurrency, the petro, linked allegedly to its Orinoco oil reserves is problematical on so many levels, it is hard to know how to comment …

January 4, 2018

Iran
A gas flare on an oil production platform is seen alongside an Iranian flag in the Gulf July 25, 2005. Oil and the Iran Protests

It doesn’t take much these days to remind oil traders that Middle East geopolitical risk can raise oil prices. Unrest in Iranian cities is the latest case in point. News and video records of major pr…

February 6, 2018

Energy and Climate Policy
A prototype hydrogen powered fuel cell semi-truck is shown by Toyota at the Los Angeles Auto Show in Los Angeles, California, U.S., November 30, 2017. Is Natural Gas the Transition Fuel for Hydrogen?

This post is co-written by Joan Ogden, professor of environmental science and policy at UC Davis and director of the Sustainable Transportation Energy Pathways (STEPS) program at the campus’ Institut…

October 26, 2017

Puerto Rico
Tesla installs solar power at children's hospital in San Juan, Puerto Rico Repowering Puerto Rico with Solar a Worthwhile Goal, But Harder Than It Sounds

In the wake of Hurricane Maria, there is an opportunity for Puerto Rico to reconstruct its energy infrastructure to be more resilient and efficient. However, if short-term rebuilding is prioritized o…

December 18, 2017

United States
Russia's President Vladimir Putin (back) and Rosneft CEO Igor Sechin attend a signing ceremony at the St. Petersburg International Economic Forum 2014 (SPIEF 2014) in St. Petersburg, Russia, May 24, 2014. Could a U.S.-Russia Oil Showdown be Coming?

About a year ago, a seasoned U.S. oil leader with deep political connections explained to me that U.S. shale would be out of the woods by 2018. His thesis was straightforward: he thought the U.S. eco…

November 7, 2017

Saudi Arabia
Investors talk with each other as they monitor a screen displaying stock information at the Saudi Stock Exchange (Tadawul) in Riyadh, Saudi Arabia June 29, 2016. Oil and a More Muscular Saudi Arabia

Saudi oil policy is undergoing a significant, yet subtle shift that is likely to have broader, strategic implications. The shift comes in the wake of a perfect storm of complicated existential threat…

May 5, 2017

Thailand
prayuth-media Thailand Cracks Down Even Harder on the Media

Since the coup in 2014, Thailand’s climate of free speech, already previously threatened by lèse majesté prosecutions and restrictions in online speech, has gotten far chillier. The country has falle…

October 4, 2017

Kurds
Kirkuk Statue Image Unraveling the Oil Geopolitics Intertwined in the Kurdish Independence Referendum

For over a decade, U.S. efforts to promote stability across the Middle East have run afoul of many complexities. The recent independence referendum in the Kurdish Regional Government (KRG) territory …

November 15, 2017

Energy and Climate Policy
U.S. President Donald Trump speaks between Vice President Mike Pence (L) and EPA Administrator Scott Pruitt prior to signing an executive order on "Energy Independence," eliminating Obama-era climate change regulations, March 28, 2017. Hippocratic Oath for Bonn

This post is authored by Lindsay Iversen, associate director for climate and resources at the Council on Foreign Relations' Greenberg Center for Geoeconomic Studies. You can follow her on twitter @li…