Center on Global Energy Policy at Columbia University SIPA

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US-Israeli Attacks on Iran and Global Energy Impacts

On February 28, the US and Israel launched new attacks on Iran targeting primarily the country's leadership, security forces, and missile program.

Blog by Richard Nephew, Karen E. Young, Daniel Sternoff + 1 more • March 2, 2026

US-Israeli Attacks on Iran and Global Energy Impacts

Climate Change

New Environmental Intelligence Assessment Points to ‘Catastrophic’ Security Risks

In January 2026, the UK government publicly released an intelligence report analyzing the security implications of global environmental destruction.

Blog by Kate Guy • February 23, 2026

New Environmental Intelligence Assessment Points to ‘Catastrophic’ Security Risks

Energy Policy

The Energy Transition Won’t Work Without Coal Towns

A fossil fuel superpower cannot sustain deep emissions reductions if doing so drives up costs for vulnerable consumers.

Op-eds & Essays with Noah Kaufman • Heatmap News • February 19, 2026

The Energy Transition Won’t Work Without Coal Towns

Critical Minerals

The US Is Internationalizing Its Critical Minerals Industrial Policy

Securing critical minerals is a top priority of governments around the world.

Blog by Zainab Usman • February 13, 2026

The US Is Internationalizing Its Critical Minerals Industrial Policy

Power Sector

Reinventing Venezuela’s Struggling Electricity Sector

Having enough electricity is key to the nation’s post-Maduro recovery. Two experts offer a way forward.

Op-eds & Essays with Luisa Palacios • Americas Quarterly • February 12, 2026

Reinventing Venezuela’s Struggling Electricity Sector

Critical Minerals

E se terras raras fossem suco de laranja?

Elemento decisivo será coordenação estratégica

Commentary with Victoria Prado • Valor Econômico • February 11, 2026

E se terras raras fossem suco de laranja?

Natural Gas

Downside and Upside Scenarios for Iranian Gas

Iran has among the world's largest natural gas resource bases, but its ability to supply regional and global markets is constrained by sanctions, underinvestment, and limited export infrastructure.

Blog by Anne-Sophie Corbeau & Tatiana Mitrova • February 11, 2026

Downside and Upside Scenarios for Iranian Gas

Finance & Economics

Assessing US Government Efforts to Support Fossil Fuel–Reliant Communities

The decline of domestic fossil fuel production in the United States poses serious economic risks for communities that rely on fossil fuel industries for jobs and public revenues. Many of these communities lack the resources and capacity to manage those risks on their own. The absence of viable economic strategies for affected regions is a barrier to building the broad, durable coalitions needed for an equitable national transition to cleaner energy sources.

Reports by Noah Kaufman • February 05, 2026

Assessing US Government Efforts to Support Fossil Fuel–Reliant Communities

Nuclear Energy

Making Nuclear Regulatory Reform Durable: Efficiency Backed by Credibility and Predictability

The United States is at a rare inflection point for nuclear energy, with unprecedented momentum behind deployment and regulatory reform as nuclear becomes central to energy security, AI competitiveness, and state and corporate climate goals.

Blog by Ashley Finan • February 2, 2026

Making Nuclear Regulatory Reform Durable: Efficiency Backed by Credibility and Predictability

Oil

How a Conflict in Iran Could Affect Oil Markets in the Gulf Arab States

Multiple US–Iran conflict scenarios carry materially different risks for global oil infrastructure, transit routes, and prices.

Blog by Karen E. Young • January 30, 2026

How a Conflict in Iran Could Affect Oil Markets in the Gulf Arab States

Oil

Where China Gets Its Oil: Crude Imports in 2025 Reveal Stockpiling and Changing Fortunes of Certain Suppliers, Including Those Sanctioned

China’s crude oil imports hit a record-high 11.6 million barrels per day in 2025, as geopolitical tensions, low oil prices, and global oversupply spurred China to increase its oil stockpiles, a trend likely to continue in 2026.

Blog by Erica Downs • January 29, 2026