FOUNDATIONS FOR RESEARCH AND INSIGHTS 8

  From The Past Into The Future 8

  Advancing Data-Driven Research 11

WHAT IS ON THE HORIZON FOR ELECTRICITY IN TEXAS? 15

  Framing The Issues 15

  Developments To Watch 16

  Closing Remarks 18

REALITY IS SETTING IN: ASIAN COUNTRIES TO LEAD TRANSITIONS IN 2024 AND 2025 22

  How We Got Here 22

  An Emergent New Reality 23

  What To Expect 24

SO MUCH FOR GERMAN EFFICIENCY: A WARNING FOR GREEN POLICY ASPIRATIONS? 27

  Setting The Scene 27

  Playing Russian Roulette With Energy Supplies 27

  Reconciling Aspiration With Reality 28

  Prevailing Political Arguments And Their Shortcomings 28

  What It All Means: Political Economy And Winds Of Change? 30

MIDDLE EAST OUTLOOK: THE ENERGY TRANSITION ROILS THE LAND OF OIL 33

  Scene Setting 33

  The Road Ahead 36

  We Cannot Forget The Centrality Of Geopolitics 36

  Final Remarks 37

GULF STATES ENERGY-WATER COOPERATION 40

  Introduction 40

  Regional Energy Cooperation 40

  Regional Water Network 42

  What To Expect 42

LATIN AMERICAN OIL PRODUCTION: A ROSY OUTLOOK, FOR A CHANGE 45

  Recent Developments 45

  A Focus On Venezuela: Political Risks And Sanctions 46

  Looking Ahead 49

  CRITICAL MINERALS IN LATIN AMERICA 51

  A Need For Critical Minerals 51

  A Role For South America 52

  Challenges Remain 54

  A Path To Solutions 56

SLICING THE GORDIAN KNOT ON ENERGY, MINERALS, AND MATERIALS OUTLOOKS 60

  Setting The Scene 60

  The Disconnect 61

  The Evolution Of Interest In Critical Minerals 61

  Price Formation 62

  What Is Next? Working Through The Complications 64

LNG: A BRIDGE TO … WHERE? 69

  Setting The Stage 69

  Trade And Geopolitics: Is The US Preparing To Ban New LNG Sales To China? 70

  Additional Sources Of Uncertainty: Climate Taxes, Tariffs, And Regulation 71

  A Comment On DOE’s LNG “Pause”: Uncertainty Abounds 73

  What Is Next For LNG? 73

THE MARKET FOR OIL: WHAT TO EXPECT IN 2024–25 76

  To Begin 76

  What To Watch 77

  US Policy: Few Levers With Short-Term Impact, But The Long-Term Is Different 79

  Conclusion: Never A Dull Moment For The Oil Market 79

THE FED WATCHER’S GUIDE TO OIL MARKETS IN 2024 AND 2025 82

ENGINES OF CHANGE: INNOVATION AND GROWTH 87

  The Premise 87

  Energy Transitions And An Optimal Energy Crisis? 88

  The Parable Of Widgets: A Tale Of Promise Unfulfilled And The Cost Of Adoption 91

  The Uncertain Impact Of Policy 91

  What To Expect 93

  AI AND ENERGY: ADVANCED TOOLS FOR KNOWLEDGE DISCOVERY 96

  A New World 96

  New Methods For Understanding A World Remade 96

  The Path Forward 98

REIMAGINING SUSTAINABILITY: A SYSTEMS APPROACH FOR A RESILIENT FUTURE 100

  Sustainability In Focus 100

  Global Governance For Climate And Economy 101

  Plastics: Demand Increases Along With Interventions To Address Pollution 101

  Life Cycle Management Will Become Foundational To Decision-Making 103

  ESG And Sustainability Reporting Frameworks 103

  What Is Next? 104

FUELING TRANSPORTATION IS BECOMING MORE COMPLEX 107

  Transportation Is Evolving 108

  An Analogy To Highlight Importance 108

  Transitions Are Complex 108

  What To Watch 109

SELECTED RECENT CES PUBLICATIONS AND RESOURCES 112

  Electricity Markets and Policy 112

  Energy And Geopolitics in Eurasia 112

  Energy and Geopolitics-Middle East 113

  Energy and Geopolitics-Latin America 113

  Energy, Minerals, And Materials 114

  Global Natural Gas 114

  Global Oil 115

  New Energy Technologies 115

  Sustainability And Resilience 116

  Transportation 116