New Trump administration greenlights its first Louisiana LNG plant
The agency that granted the permit found in 2024 that approving additional LNG exports could raise natural gas prices for U.S. consumers.
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Non-Resident Fellow
As the clean energy transition takes off, the region’s biggest players are making sure they have a seat at the table.
It has now been just over a year since the US signed into law the Inflation Reduction Act and already, it has been followed by more than US $110 billion in clean energy investments.
Asia’s retreat from the market is a gift for Europe this winter.
US battery supply is woefully inadequate
This commentary addresses the economics of the battery supply chain, who controls its key components, and, most importantly, how the IRA changes the position of the US in the global battery market.
🥞 Good morning! Today's newsletter has a Smart Brevity count of 1,131 words, 4.5 minutes.
It has been over two months since the European Union (EU) ban on Russian crude oil entered into force, triggering friction in oil markets and petroleum supply chains.