Amy Myers Jaffe

Energy consultant and leading expert on the geopolitics of oil, energy, security and risk and an influential thought leader on global energy policy and sustainability

1 March

Green Giant: Renewable Energy and
Chinese Power

China already dominates the global solar-panel market, but now it is expanding its support for oil-saving technologies, funding the development and production of everything from batteries to electric cars. The goal is also to avoid putting the country at an economic disadvantage relative to the United States, which will see its own growth boosted by its exports of oil and gas to China. China's aims are also strategic. Beijing hopes to make itself an energy exporter to rival the U.S., offering other countries the opportunity to reduce their purchases of foreign oil and gas--and cut their carbon emissions in the process.

2 April

Emerging Market Petrostates
Are About to Melt Down

"In normal times, the global economy hums on oil. But as more and more countries issue shelter-in-place orders in response to the novel coronavirus, the demand for oil is plummeting and with it, the hope that prices will rebound anytime soon. At first, OPEC and other major petroleum producers sought ..."

9 May

The Future of Energy. 2016 CFA Institute Annual Conference

Amy Myers Jaffe walks through the breadth of innovation in traditional energy sources and so-called alternative energy technologies. Energy breakthroughs have lowered the costs of alternatives and provide a viable channel for capital investment and government policy to flow. Jaffe expects a wave of climate change related policies to push economies into alternatives going forward.


5 May

Why the World's Appetite for Oil Will Peak Soon

"Conventional wisdom about steadily rising demand is wrong ...The world's economy is experiencing transform- ational changes that will dramatically alter patterns of energy use over the next 20 years. Exponential gains in industrial productivity, software-assisted logistics, urbanization, political turmoil in key regions of the developing world, and large bets on renewable energy are among the factors combining to slow the previous breakneck growth for oil."

August 18

If Peak Oil Arrives, Investors Will Need to Get Smarter

"In 2014 oil was considered one of the safest bets around -- regulation and technology might crimp demand in the industrialised west but as more of the developing world's poor moved into the middle-class, oil demand would remain strong. Fast forward to 2016, and many analysts, including those in strategic planning departments of large oil companies, are starting to warm to the idea of peak oil demand globally, not just in the OECD."

20 January

"Striking Oil Ain’t What It Used to Be"

Why Poor Countries May Not Benefit From Oil Discoveries as Much as Rich Countries

Apache Corporation and Total SA announced a major oil find off the coast of Suriname, not far from enormous offshore deposits in neighboring Guyana. The size of the Suriname discovery is yet to be determined, but it could be large enough to transform the small South American country.

Resources for the Future

1 October

The Tech-Enabled Energy Future

The rapid pace of digital innovation in energy—advancements in on-demand travel services, self-driving vehicles, big data-assisted logistics, newly automated and decentralized electricity systems, and 3-D printing—is remaking transportation, electricity, and manufacturing.
This paper was made possible through a generous grant from the Alfred P. Sloan Foundation.

1 September

The Impact of Climate Risk on
the Energy System

Examining the Financial, Security, and Technology Dimensions

The effects of climate change pose risks not only to the earth’s nat-ural ecosystems but also to the security and livelihood of the people of the United States and around the world.

Council on Foreign Relations

November 29

Amy Myers Jaffe: The New Geopolitics
of Energy

On November 29, 2018, RFF Senior Research Associate Daniel Raimi sat down with Amy Myers Jaffe of the Council on Foreign Relations to discuss the new geopolitics of energy. This video is part of a series that explores projects across a range of topics supported by the Alfred P. Sloan Foundation.

Resources for the Future

September 17

Amy Jaffe, director of the program on energy security and climate change at Council on Foreign Relations, discusses China’s carbon footprint, the U.S. pulling out of the climate change accord and her outlook for Asia. She speaks on “Bloomberg Markets: Asia.”

Bloomberg Markets

January 22

Amy Myers Jaffe, executive director of energy and sustainability at UC Davis, talks about the energy sector and how changing trends will affect demands for oil.