New Energy Geopolitics

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.

Panel Discussion of Solar PV Manufacturing in the United States and South Korea

On November 2, 2023, EIRP hosted an online seminar presenting two new reports in EIRP’s U.S.-Korea Energy Series. EIRP President Paul Saunders moderated this discussion of U.S. and Korean solar PV manufacturing and the challenges and opportunities facing the two countries as they seek to buttress their respective industries.

EIRP U.S.-Korea Energy Series – Working Paper No. 1 (U.S. Solar)

In this working paper in EIRP’s U.S.-Korea Energy Series, David Hart, a professor of public policy at George Mason University and nonresident fellow at the Information Technology and Innovation Foundation, sets out a strategy for developing America’s solar photovoltaic (PV) supply chains in partnership with U.S. allies including South Korea.

Russian Energy Update – October 20, 2023

Russia’s president Vladimir Putin met with Chinese President Xi Jinping in Beijing during the Belt and Road Forum earlier this week. Putin praised “unprecedented” energy cooperation between China and Russia, while the head of Russian energy firm Rosneft, Igor Sechin, lauded that Russia had become China’s top oil supplier, ahead of Saudi Arabia, in 2023

Indo-Pacific Energy Update – October 6, 2023

On September 13, the President of the European Commission (EC), the EU’s executive branch, announced an EC probe into subsidies given to Chinese EV producers, citing the “huge state subsidies” Beijing provides its automakers.

Russian Energy Update – September 22, 2023

On September 8, Spain’s energy minister stated that the EU had no immediate plan to ban LNG imports from Russia due to ongoing energy insecurity and price shocks in EU member states.

Indo-Pacific Energy Update – September 8, 2023

On August 18, the Biden Administration announced that a Commerce Department investigation found Chinese companies are selling solar products through four South East Asian countries, including Cambodia, Malaysia, Thailand, and Vietnam, in order to evade Obama-era tariffs on Chinese goods.