Energy Markets, Trends, and Outlooks

A new age of AI and economic protectionism will impact energy supply chains as demand increases. CSIS examines short- and long-term forecasts and trends to offer insight on global energy markets.

Photo: ipopba/Adobe Stock

Photo: ipopba/Adobe Stock

Stabilizing Cobalt Markets: A Price Floor for U.S. Minerals Security

U.S. cobalt security is threatened by severe price volatility driven by PRC oversupply, which has pushed Western mines—including the only U.S. cobalt mine—offline. The United States should use a price floor for strategic projects needed for national and economic security.

Brief by Gracelin Baskaran and Meredith Schwartz — December 10, 2025

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Joseph Majkut

Joseph Majkut

Director, Energy Security and Climate Change Program
Leslie Abrahams

Leslie Abrahams

Deputy Director and Senior Fellow, Energy Security and Climate Change Program
Clayton Seigle

Clayton Seigle

Senior Fellow and James R. Schlesinger Chair in Energy and Geopolitics, Energy Security and Climate Change Program
Jane Nakano

Jane Nakano

Senior Fellow, Energy Security and Climate Change Program

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EV Skid Marks and Year in Review

This biweekly video series, hosted by Joseph Majkut and Kevin Book, delivers clear insights, visuals, and straight talk on the latest energy trends.

Event — December 19, 2025

Stabilizing Cobalt Markets: A Price Floor for U.S. Minerals Security

U.S. cobalt security is threatened by severe price volatility driven by PRC oversupply, which has pushed Western mines—including the only U.S. cobalt mine—offline. The United States should use a price floor for strategic projects needed for national and economic security.

Brief by Gracelin Baskaran and Meredith Schwartz — December 10, 2025

The Future of the EIA: A Conversation with Administrator Tristan Abbey

The CSIS Energy Security & Climate Change Program is pleased to host Tristan Abbey, Administrator of the Energy Information Administration (EIA), and Kevin Book, Managing Director of ClearView Energy Partners, for a leadership discussion on the future of the EIA.

Event — December 4, 2025