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2 months ago | 
atlanticcouncil.org | William A. Tobin |Zachary Strauss
Energy & Environment Energy Transitions Geopolitics & Energy Security Renewables & Advanced Energy United States and Canada Unlocking America’s untapped energy potential through enhanced geothermal systems Geothermal energy has the potential to support environmental sustainability and economic competitiveness imperatives while bolstering energy security. As such, it stands at the nexus of a unique opportunity to meet bipartisan energy and foreign policy objectives.
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2 months ago | 
atlanticcouncil.org | Joseph Webster |William A. Tobin |Natalia Storz
The world’s largest electric vehicle (EV) manufacturer is moving ahead with plans to launch a manufacturing plant in Mexico. Even after US President-elect Donald Trump threatened steep tariffs on the country, BYD is still rushing to build the plant despite trade friction with the United States, the largest consumer of Mexican-produced vehicles.
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Nov 19, 2024 | 
atlanticcouncil.org | Robert F. Ichord |Robert Cekuta |William A. Tobin |Natalia Storz
Abrão Neto, the chief executive officer of AmCham Brazil (the American Chamber of Commerce in Brazil), signaled Brazil’s readiness to enhance collaboration with the United States on energy security by bringing the public and private sectors together to deliver concrete outcomes.
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Oct 30, 2024 | 
atlanticcouncil.org | William A. Tobin |David L. Goldwyn |Andrea Clabough |Joseph Webster
After a frenetic presidential campaign, voters are faced with a stark choice on climate and energy. The outgoing Joe Biden administration prioritized actions on this front, passing a landmark bipartisan infrastructure law and the $300 billion investment of the Inflation Reduction Act (IRA), and matching this legislation with an expansive slate of regulations and incentive-based programs favoring a clean manufacturing agenda. The future of this agenda depends on the outcome of the election.
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Oct 2, 2024 | 
atlanticcouncil.org | William A. Tobin |Joseph Webster |Natalia Storz
China is counting on three cleantech sectors to fuel future economic growth: electric vehicles (EVs), lithium-ion batteries, and solar photovoltaic (PV) panels. Exports of these so-called “” industries reached nearly $143 billion in 2023, up massively from $33 billion in 2019. But China’s growing might in cleantech is stirring unease in recipient markets due to perceived economic and national security risks.
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Sep 17, 2024 | 
atlanticcouncil.org | Julia Nesheiwat |William A. Tobin |Joseph Webster
As the anniversary of Hamas’ devastating October 7 attack on Israel approaches and the escalation of the Israel-Gaza war continues, tensions in the Middle East show no signs of receding. Iran’s role in supplying, training, and facilitating attacks from Hamas, Hezbollah, and the Houthis is well-known, but fears persist that dismantling this network will lead to a serious escalation with Iran and threaten global energy supplies.
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Sep 12, 2024 | 
atlanticcouncil.org | David L. Goldwyn |Antonio Ortiz-Mena |Andrea Clabough |William A. Tobin
Venezuela’s political crisis is deepening, with worrying consequences for Venezuelans, the country’s neighbors, and the entire Western hemisphere. The United States now faces a serious question of economic statecraft: how to design a set of policies that advances the cause of Venezuelan democracy by inflicting pain on the Maduro regime while minimizing the impact on the population, the region, and US interests.
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Sep 11, 2024 | 
atlanticcouncil.org | William A. Tobin |Peter Engelke |David L. Goldwyn |Antonio Ortiz-Mena
Americas Energy Markets & Governance Geopolitics & Energy Security Mexico United States and Canada North America’s moment: The case for energy cooperation As geopolitical tensions rise, energy security has reemerged as a top national security concern. At the same time, the need to shift to clean energy presents both new challenges and economic opportunities.
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Sep 9, 2024 | 
atlanticcouncil.org | Sophia Busch |Josh Lipsky |William A. Tobin |Cate Hansberry
Brazil China Economy & Business Energy & Environment Energy Transitions European Union G20 India International Markets Japan Korea Trade United States and Canada Sharing the post carbon economy means building a resilient EV supply chain Table of contents Executive summary The EV transition as an economic security challenge The G20 as a forum for EV policy dialogue The current global EV supply chain: Six insights From insight to policy dialogue: A blueprint for G20 action Conclusion Appendix...
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Jul 31, 2024 | 
atlanticcouncil.org | William A. Tobin |María Fernanda Bozmoski |Jason Marczak |Bosco Marti
Claudia Sheinbaum’s seismic victory in Mexico’s presidential election is certain to have material impacts on energy and investment in Mexico. Much will depend on her predecessor, President Andrés Manuel López Obrador (AMLO), and his government’s final actions before Sheinbaum takes office, as well as the composition of her cabinet. It is a crucial time in Mexican energy politics.
