CSIS Energy Program

@JosephMajkut @kevinbookdc Explore the full graph of the week and today's analysis: csis.org/events/energy-…

Did you catch the graph of the week this morning on #EnergyShots? ESCC Director @JosephMajkut and Senior Adviser @kevinbookdc looked at the data on oil price dynamics and what the gap between markets and retail gas prices means for American this summer. ⬇️

Starting soon ➡️ What do renewed U.S.-Iran hostilities mean for energy markets and global recovery? @JosephMajkut and @kevinbookdc dive into the implications live on #EnergyShots at 9:30 AM ET ⬇️ csis.org/events/energy-…

WATCH: "If we're facing another closure, we're gonna have a lot less cushion than we started with last time — and prices will reflect that more quickly." ESCC Director @JosephMajkut explains what comes next for oil markets as the Iran MOU reaches an end. @CBSNews

A policy matrix reveals that developers and government must contend with a fragmented electricity regulatory landscape as AI brings large loads to the grid. Available here: csis.org/analysis/large…

How do existing grid policies stand up to FERC's June meeting show cause orders? In a new commentary, We look into just how much RTOs and ISOs might meet FERC's reform criteria, and where policy adjustments may need to be made.⬇️ csis.org/analysis/large…

@CSISMidEast @myacoubian Read more: csis.org/analysis/what-…

Experts React ➡️ Has the Strait of Hormuz entered a "new normal?" @CSISMidEast's Director @myacoubian examines Iran's efforts to reshape navigation through one of the world's most important maritime chokepoints.

@CSISFoodWater Read more: csis.org/analysis/what-…

READ➡️ The U.S.-Iran peace deal may ease energy markets, but its food security impacts will linger. Caitlin Welsh, @CSISFoodWater Director, on how disruptions to fertilizer, fuel, and agriculture will continue affecting global food security:

Read More: csis.org/analysis/energ…

What does EXIM’s competitiveness mean for U.S. energy exports? An analysis by Associate Fellow Ray Cai shows that EXIM approved $5.9B in medium- and long-term commitments in 2024, compared with $23.5B by Chinese export credit agencies and $16.9B by Italy’s export credit agency.

"Much of the world isn't looking for a perfect outcome, it's looking for stability" Jon B. Alterman, CSIS Brzezinski Chair in Global Security and Geostrategy, on how governments are viewing the U.S.-Iran ceasefire and the future of Gulf security. ⬇️ csis.org/analysis/what-…

In a new ESCC #ExpertsReact, Senior Associate (Non-Res.) @ClaySeigle explains how sanctions relief, depleted strategic reserves, and Iran’s return to oil markets could reshape global energy markets. ⬇️ Read more: csis.org/analysis/what-…

@raadie66 Read more: csis.org/analysis/what-…

In a new ESCC #ExpertsReact, Senior Associate (Non-res.) @raadie66 explains why domestic U.S. politics, Israel's next moves, and renewed risks to the Strait of Hormuz could keep global energy markets on edge

Read the full analysis: csis.org/analysis/china…

“China has been pursuing ‘new quality productive forces’ that would enable high-quality, technology-driven growth rather than traditional capital-intensive manufacturing.” Senior Fellow @jnakanoenergy and Yu-Hsuan Yeh's analysis, China's Nuclear Energy Priorities Under Its 15th Five-Year Plan, via @Newsweek. newsweek.com/china-hails-br…

The U.S.-Iran ceasefire has allowed ships to begin crossing the Strait of Hormuz again, but tensions remain high, and global energy markets are far from returning to normal. CSIS experts react to what this means for oil, gas, fertilizer, food prices, U.S.-Iran politics, global energy security, and more in our latest Experts React ⬇️ csis.org/analysis/what-…