New Energy Geopolitics

Video Panel – China’s EV Battery Dominance

On May 29, 2024, Energy Innovation Reform Project sponsored an online discussion of China’s dominant position in electric vehicle battery markets and opportunities for U.S.-South Korea cooperation. EIRP senior advisor Paul Saunders moderated the session, which included remarks by the University of Georgia’s David Gattie and Hanyang University’s Younkyoo Kim. Each of the speakers has contributed working papers to EIRP’s U.S.-Korea Energy Series.

EIRP’s Paul Saunders Assesses Russia’s Global Energy Role in The Washington Times

In The Washington Times, EIRP Senior Advisor Paul Saunders, who is also President of the Center for the National Interest, argues that after decades of concern over Europe’s energy dependence on Russia, Washington would do well to turn its attention to Moscow’s new energy partners, including not only its oil and gas customers, but also the governments seeking Russian help to develop nuclear energy and to develop energy-related mining projects.

EIRP U.S.-Korea Energy Series – Working Paper No. 4

Contributing the fourth paper in EIRP’s US-Korea Energy Series, Hanyang University’s Younkyoo Kim provides a South Korean perspective on US-China competition surrounding EV battery supply chains as well as US-South Korea cooperation in addressing it. He gives special attention to South Korea’s dependence on China as a challenge for policymakers.

EIRP U.S.-Korea Energy Series – Working Paper No. 3

In the third paper in EIRP’s US-Korea Energy Series, David Gattie and Chase Duncan of the University of Georgia’s Center for International Trade and Security address China’s dominance of electric vehicle battery supply chains and how further US-Korea cooperation could support American policy goals.

Video: Restoring America’s Nuclear Energy Leadership and Exports

On April 2, 2024, EIRP and the Center for the National Interest co-sponsored a panel discussion of EIRP’s new report, Restoring America’s Nuclear Energy Leadership and Exports. Speakers included Assistant Secretary of Energy Kathryn Huff, former Centrus Energy CEO Daniel Poneman, and leading experts on U.S. nuclear energy and nonproliferation policy.

Restoring America’s Nuclear Energy Leadership and Exports

In this EIRP policy report, EIRP Senior Advisor Paul Saunders argues that today’s U.S. nuclear energy policies–accumulated over decades, from the beginning of the nuclear age–have not kept up with realities. To restore U.S. nuclear energy leadership and exports, the United States should modernize its approach to civil nuclear cooperation to account for changing geopolitics, technology, markets, and priorities. The report calls for new policies to innovate, accelerate, facilitate, and cooperate.

EIRP Russia Energy Series – Russia’s Coal Sector

In the sixth installment of EIRP’s working paper series on Russia’s global energy role, Irina Mironova examines the least prominent of Russia’s fossil fuel industries, but one that forms the backbone of Russia’s railway system and whose workers have had outsized political impact in the past. While Russia has been largely able to redirect its coal exports following its invasion of Ukraine, the sector faces important challenges ahead.

EIRP Russia Energy Series – Energy Exports to China and India

In the seventh and final paper in EIRP’s Russia Energy Series, independent energy analyst Timur Kulakhmetov assesses Russia’s oil and natural gas exports to China and India as well as prospects for the future. In each case, he links future export growth to Russia’s efforts to develop Arctic energy production and Russia’s Northern Sea Route.

Hart Pens Op-ed on U.S. Solar PV Manufacturing for Utility Dive

Writing for Utility Dive, David Hart, professor of public policy at George Mason University and author of “Diversify, Domesticate, and Disrupt: Strengthening America’s Nascent Effort to Build a Resilient and Robust Solar PV Supply Chain,” discusses how the U.S. can improve upon the Inflation Reduction Act to create a stronger solar PV manufacturing policy. The paper is the first in EIRP’s U.S.-Korea Energy Series.