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Energy Explained
Get the latest as our experts share their insights on global energy policy.
EU’s Proposed Tariffs on Steel to Address Excess Capacity and Enable Decarbonization Could Worsen Trade Tensions
The European Commission released a proposed regulation on Oct. 7 that would replace the EU's existing "safeguard" duties on imported steel products set to expire in June 2026.
Podcasts
Hear in-depth conversations with the world’s top energy and climate leaders from government, business, academia, and civil society.
‘The Return of the Energy Weapon’
Energy has long been used as a weapon. The United Kingdom blocked oil exports to Germany during World War I. Hitler’s fall was due in part to losing...
Events
Find out more about our upcoming and past events.
October 27, 2025
• 3:00 pm - 4:00 pm
edt
Rapid Response: Unpacking Recent Sanctions on Russian Oil
On October 22, the United States Department of the Treasury announced the imposition of sanctions on Russia’s two largest oil companies, Rosneft and Lukoil, as a penalty for...
Webinar
• Webinar
Guest
Jim Farley and Mary Nichols
America is doubling down on support of electric vehicles. This summer’s historic climate bill extends key tax credits for buyers of EVs, putting them in reach for more drivers.
Those credits also require a high percentage of American-sourced materials – which could be a long-term boon to domestic production, but a potential short-term problem for manufacturers with foreign supply chains.
Electric models make up 5% of EV sales in the U.S. and IHS Markit predicts EVs will represent 30% of sales by the end of the decade. With federal support of electric cars ramping up, what is the pathway for making EVs a mainstream choice?
We’re on a late summer break. So for the next couple of weeks, we’re bringing back some of our most popular interviews. This week features a conversation recorded in front of a live audience earlier this year between our co-host, Jason Bordoff, and two top figures in transportation: Jim Farley and Mary Nichols.
Jim Farley is president and chief executive officer of Ford. Mary Nichols is a long-time environmental champion and chair of the California Air Resources Board. She’s now a distinguished visiting fellow at the Center on Global Energy Policy.
Jim and Mary discuss the significant changes taking place in the auto industry given new federal policies promoting electric cars and buses.
More Episodes
‘The Return of the Energy Weapon’
Energy has long been used as a weapon. The United Kingdom blocked oil exports to Germany during World War I. Hitler’s fall was due in part to losing...
What Drives ‘Breakneck’ Development in China?
Trade tensions between the US and China have hit a new high mark. Last week, after China announced plans to ratchet up its export controls of some rare-earths...
Building a New Energy Industrial Strategy
Industrial policy, supply chain security, and economic competitiveness are central to how we think about clean energy deployment. As the Trump administration pulls back federal support for the...
Is Permitting Reform About to Break Through?
Last year, an energy permitting reform bill sponsored by Senators Joe Manchin and John Barrasso passed out of committee but failed to gain full support in the US...
Relevant
Publications
Carbon Competitiveness: Industry Steps Up as Global Priorities Shift
Economic, political, and fiscal realities have shifted energy policy priorities across the globe toward the goals of affordability and competitiveness.
Six Key Issues That Defined Climate Week 2025
CGEP scholars reflect on some of the standout issues of the day during this year's Climate Week
Blog
by Erica Downs, Dave Turk, Kate Guy, Gautam Jain, Luisa Palacios, David Sandalow, Vivek Shastry & Jack Andreasen Cavanaugh • October 10, 2025
Trends and 2025 Insights on the Rise of Electric Vehicles in the USA
Plug-in electric vehicles (EVs) are reshaping the transportation energy landscape, providing a practical alternative to petroleum fuels for a growing number of applications. EV sales grew 55× in the past decade (2014–2024) and 6× since 2020, driven by technological progress enabled by policies to reduce transportation emissions as well as industrial plans motivated by strategic value of EVs for global competitiveness, jobs and geopolitics. In 2024, 22% of passenger cars sold globally were EVs and opportunities for EVs beyond on-road applications are growing, including solutions to electrify off-road vehicles, maritime and aviation. This Review updates and expands our 2020 assessment of the scientific literature and describes the current status and future projections of EV markets, charging infrastructures, vehicle–grid integration and supply chains in the USA. EV is the lowest-emission motorized on-road transportation option, with life-cycle emissions decreasing as electricity emissions continue to decrease. Charging infrastructure grew in line with EV adoption but providing ubiquitous reliable and convenient charging remains a challenge. EVs are reducing electricity costs in several US markets and coordinated EV charging can improve grid resilience and reduce electricity costs for all consumers. The current trajectory of technology improvement and industrial investments points to continued acceleration of EVs. Electric vehicles are increasingly adopted in the USA, with concurrent expansion of charging infrastructure and electricity demand. This Review details these trends and discusses their drivers and broader implications.
Q&A: Why India Is Being Targeted with Russian Oil Import Tariffs, and What It Will Mean for Markets
US tariffs on India for purchasing Russian oil may stem more from frustrations in US-India trade negotiations than from a concern about funding Russia’s war in Ukraine.
