/* ============================================================ READING — curated reading list A single-page bibliography organized by topic. Sources are ordered roughly from foundational to advanced within each category. Content adapted from the Energy Reading List. Reuses the .ep-* shell styling from the Energy Primer and adds .rd-* classes (reading.css) for the source rows. ============================================================ */ const { useState: rdUse, useEffect: rdEffect } = React; /* ---------- reading list data ---------- Each category groups sources; each source has a title, a primary url, an explanatory note, and a rough time estimate. */ const RD_CATEGORIES = [ { id: "foundations", title: "Energy Foundations", note: "Five sources. Read in this order.", foot: "Total reading: 7–8 hours. Spread across the week.", sources: [ { title: "IEA, World Energy Outlook 2024", url: "https://www.iea.org/reports/world-energy-outlook-2024", note: "Executive Summary and the “Scenario design and key assumptions” chapter. Free at iea.org. Get the structure of the three scenarios (STEPS, APS, NZE) into your head.", time: "~2 hours", }, { title: "Vaclav Smil, How the World Really Works", url: "https://www.penguinrandomhouse.com/books/666342/how-the-world-really-works-by-vaclav-smil/", note: "Chapter 1 (“Understanding Energy”) and Chapter 6 (“Understanding the Environment”). The systems view from the most skeptical credible voice — an important counterweight to transition optimism.", time: "~3 hours", }, { title: "Our World in Data, “Energy” entry", url: "https://ourworldindata.org/energy", note: "Read all the charts on the main page, paying attention to per-capita vs. absolute and primary vs. final framings. Free.", time: "~1 hour", }, { title: "BP / Energy Institute, Statistical Review of World Energy 2024", url: "https://www.energyinst.org/statistical-review", note: "The annual data bible. Skim the executive summary; bookmark the data tables.", time: "~1 hour reading, lifetime reference", }, { title: "Hannah Ritchie, “The Energy Mix” series", url: "https://www.sustainabilitybynumbers.com/", note: "Any 2 articles. A clean, accessible application of these framings to current debates.", time: "~30 minutes", }, ], }, { id: "global-system", title: "Global Energy System", sources: [ { title: "IEA, World Energy Outlook (annual)", url: "https://www.iea.org/reports/world-energy-outlook-2024", note: "Free chapter excerpts at iea.org. The foundational annual update; read the scenarios chapter.", time: "~3 hours", }, { title: "Energy Institute, Statistical Review of World Energy (annual)", url: "https://www.energyinst.org/statistical-review", note: "Free. The data backbone — formerly BP’s publication, now hosted by the EI.", time: "~2 hours", }, { title: "Our World in Data — energy section", url: "https://ourworldindata.org/energy", note: "Free. The best free visualizations of the system.", time: "~2 hours of exploration", }, { title: "Daniel Yergin, The New Map (2020)", url: "https://www.penguinrandomhouse.com/books/317939/the-new-map-by-daniel-yergin/", note: "The historical and geopolitical context for the current system.", time: "~6 hours", }, { title: "Vaclav Smil, How the World Really Works (2022)", url: "https://www.penguinrandomhouse.com/books/666342/how-the-world-really-works-by-vaclav-smil/", note: "The skeptical view on transition pace; a valuable counterweight.", time: "~5 hours", }, ], }, { id: "oil", title: "Oil", sources: [ { title: "Daniel Yergin, The New Map (2020), Part I", url: "https://www.penguinrandomhouse.com/books/317939/the-new-map-by-daniel-yergin/", note: "On the new geopolitics of oil. Higher signal than The Prize for current relevance.", time: "~3 hours", }, { title: "IEA, Oil 2024 report", url: "https://www.iea.org/reports/oil-2024", note: "Executive summary and key chapters. Free at iea.org. The annual demand–supply outlook.", time: "~2 hours", }, { title: "OPEC, World Oil Outlook 2024", url: "https://woo.opec.org/", note: "Chapter on long-term demand. Free at opec.org. The producer view; contrast with the IEA.", time: "~1.5 hours", }, { title: "S&P Global Commodity Insights (Platts) / OPIS refining margins", url: "https://www.spglobal.com/commodityinsights/", note: "A sample read of daily refining margin reports. Builds intuition for crack spreads.", time: "~30 minutes", }, { title: "Investor Day presentations — a major and a shale pure-play", url: "https://corporate.exxonmobil.com/investors", note: "E.g., ExxonMobil and a pure-play such as Pioneer or Diamondback (before acquisition). The corporate strategy view.", time: "~2 hours", }, ], }, { id: "gas-lng", title: "Natural Gas and LNG", sources: [ { title: "Anne-Sophie Corbeau et al. — reshaping of the global LNG market (CGEP, 2024)", url: "https://www.energypolicy.columbia.edu/how-geopolitics-is-reshaping-the-global-outlook-for-natural-gas-and-lng/", note: "Columbia Center on Global Energy Policy. Free. The best single overview of post-2022 LNG dynamics.", time: "~2 hours", }, { title: "IEA, Gas Market Report (quarterly)", url: "https://www.iea.org/reports/gas-market-report-q1-2026", note: "Most recent issue. Free at iea.org. The data spine.", time: "~1.5 hours", }, { title: "Cheniere Energy Investor Day 2024", url: "https://www.cheniere.com/", note: "Or most recent. Free at cheniere.com. The economic model of US LNG, from the originator.", time: "~1 hour", }, { title: "Bruegel and CSIS on EU gas dependencies and the 2022 crisis", url: "https://www.bruegel.org/", note: "Various publications. The policy-strategic perspective.", time: "~2 hours", }, { title: "An operator’s LNG outlook — Shell or Total", url: "https://www.shell.com/", note: "Annual publication, free. The integrated major’s view.", time: "~1 hour", }, ], }, { id: "power-markets", title: "Power Markets", sources: [ { title: "PJM, “Markets and Operations 101”", url: "https://learn.pjm.com/", note: "Or ERCOT’s equivalent. Free. The clearest plain-language introduction to a major US market.", time: "~2 hours", }, { title: "MIT / National Academies, The Future of Electric Power in the United States (2021)", url: "https://nap.nationalacademies.org/catalog/25968/the-future-of-electric-power-in-the-united-states", note: "Free. Read Chapters 1–3 on market design and Chapter 5 on integrating renewables.", time: "~3 hours", }, { title: "Brattle Group, capacity market work", url: "https://www.brattle.com/insights-events/publications/", note: "“Capacity Markets at a Crossroads” and related. Free. The state of the art on capacity market design.", time: "~1.5 hours", }, { title: "Lion Hirth, “What Caused the Drop in European Electricity Prices?”", url: "https://www.strommarkttreffen.org/Hirth-What_caused_the_drop_in_European_electricity_prices.pdf", note: "A factor decomposition analysis. The best primer on the merit-order effect.", time: "~1 hour", }, { title: "EIA, Today in Energy — power markets", url: "https://www.eia.gov/todayinenergy/", note: "Accessible weekly briefings on US power markets.", time: "~1 hour total", }, ], }, { id: "renewables", title: "Renewables Economics", sources: [ { title: "Lazard, Levelized Cost of Energy Analysis", url: "https://www.lazard.com/research-insights/", note: "Most recent edition. Free at lazard.com. The industry-standard reference.", time: "~1.5 hours", }, { title: "IRENA, Renewable Power Generation Costs 2023", url: "https://www.irena.org/Publications", note: "Or most recent. Free at irena.org. A global perspective, more granular than Lazard.", time: "~2 hours", }, { title: "IEA, Renewables 2024 report", url: "https://www.iea.org/reports/renewables-2024", note: "Free at iea.org. Annual outlook and deployment data.", time: "~2 hours", }, { title: "Lion Hirth, “The Market Value of Variable Renewables” (2013)", url: "https://doi.org/10.1016/j.eneco.2013.02.004", note: "And follow-on papers. The foundational academic treatment of value deflation.", time: "~2 hours", }, { title: "A major developer investor day — Ørsted, NextEra, or Iberdrola", url: "https://orsted.com/", note: "The corporate strategy view.", time: "~1.5 hours", }, ], }, { id: "storage", title: "Storage and Flexibility", sources: [ { title: "BloombergNEF, Energy Storage Outlook and Battery Price Survey", url: "https://about.bnef.com/", note: "Most recent. Free summaries.", time: "~1.5 hours", }, { title: "NREL ATB (Annual Technology Baseline) — storage section", url: "https://atb.nrel.gov/", note: "Free, exceptionally detailed.", time: "~1.5 hours", }, { title: "Sepulveda, Jenkins et al., “The Role of Firm Low-Carbon Electricity Resources in Deep Decarbonization” (Joule, 2018)", url: "https://doi.org/10.1016/j.joule.2018.08.006", note: "The foundational academic paper on flexibility cost stacks.", time: "~1 hour", }, { title: "MIT, Future of Energy Storage (2022)", url: "https://energy.mit.edu/research/future-of-energy-storage/", note: "Free. The state of the art on technologies and policy.", time: "~3 hours", }, { title: "An operator’s perspective — NextEra, AES, or Fluence", url: "https://fluenceenergy.com/", note: "On storage strategy.", time: "~1 hour", }, ], }, { id: "nuclear", title: "Nuclear and Other Firm Power", sources: [ { title: "World Nuclear Association — country profiles and reactor database", url: "https://world-nuclear.org/", note: "Free. The definitive data on the global fleet.", time: "~2 hours", }, { title: "MIT, The Future of Nuclear Energy in a Carbon-Constrained World (2018)", url: "https://energy.mit.edu/research/future-nuclear-energy-carbon-constrained-world", note: "Free. The most rigorous recent academic analysis.", time: "~3 hours", }, { title: "IEA, Nuclear Power in a Clean Energy System (2019)", url: "https://www.iea.org/reports/nuclear-power-in-a-clean-energy-system", note: "Plus periodic updates. Free at iea.org. The IEA’s framing.", time: "~2 hours", }, { title: "Jacopo Buongiorno (MIT)", url: "https://nse.mit.edu/", note: "Various papers and shorter pieces. The most thoughtful pro-nuclear technical analysis.", time: "~2 hours", }, { title: "Breakthrough Institute — energy work", url: "https://thebreakthrough.org/", note: "Free. The pragmatist environmental case for nuclear.", time: "~1.5 hours", }, { title: "NuScale, X-energy, TerraPower, Fervo — investor and public materials", url: "https://www.nuscalepower.com/", note: "The companies themselves on their projects and economics.", time: "~1 hour each", }, ], }, { id: "decarbonization", title: "Decarbonization Pathways", sources: [ { title: "IEA, Energy Technology Perspectives 2024", url: "https://www.iea.org/reports/energy-technology-perspectives-2024", note: "Free. The most detailed sectoral roadmap publicly available.", time: "~3 hours", }, { title: "Princeton Net-Zero America (2021)", url: "https://netzeroamerica.princeton.edu/", note: "Free, large. Executive summary plus 2 chapters. A sector-by-sector US deep dive.", time: "~3 hours", }, { title: "Mission Possible Partnership reports", url: "https://www.missionpossiblepartnership.org/", note: "E.g., steel, cement, aviation. Free. Industry-led decarbonization roadmaps.", time: "~2 hours per sector", }, { title: "Vaclav Smil, Numbers Don’t Lie or How the World Really Works", url: "https://www.penguinrandomhouse.com/books/663649/numbers-dont-lie-by-vaclav-smil/", note: "The skeptical view; a useful counterweight.", time: "~3 hours", }, { title: "A major corporate transition plan — ArcelorMittal, Holcim, or Maersk", url: "https://corporate.arcelormittal.com/", note: "Real corporate strategy, with disclosure of costs and uncertainties.", time: "~1 hour", }, ], }, { id: "geopolitics", title: "Geopolitics and Critical Minerals", sources: [ { title: "IEA, Global Critical Minerals Outlook 2024", url: "https://www.iea.org/reports/global-critical-minerals-outlook-2024", note: "Free at iea.org. The single best overview.", time: "~2 hours", }, { title: "CSIS, Energy Security and Geopolitics in the Age of Energy Transition", url: "https://www.csis.org/programs/energy-security-and-climate-change-program", note: "Or similar recent reports. Free at csis.org.", time: "~1.5 hours", }, { title: "Daniel Yergin, The New Map (2020), Part III", url: "https://www.penguinrandomhouse.com/books/317939/the-new-map-by-daniel-yergin/", note: "On the new energy map and critical minerals.", time: "~2 hours", }, { title: "An IEA World Energy Outlook chapter on critical minerals or geopolitics", url: "https://www.iea.org/reports/world-energy-outlook-2024", note: "Free chapter excerpts at iea.org.", time: "~1 hour", }, { title: "BloombergNEF or Wood Mackenzie on EV supply chains", url: "https://about.bnef.com/", note: "Industry publications on the minerals-to-batteries chain.", time: "~1.5 hours", }, { title: "Brad Setser, “Follow the Money” (CFR blog)", url: "https://www.cfr.org/blog/Setser", note: "E.g., “How Much Is the IRA Worth?” The fiscal scale of US industrial policy.", time: "~30 min", }, ], }, ]; const RD_TOTAL_SOURCES = RD_CATEGORIES.reduce((n, c) => n + c.sources.length, 0); /* ============================================================ VIEW ============================================================ */ function ReadingView() { const [active, setActive] = rdUse(RD_CATEGORIES[0].id); // scroll spy: highlight the category currently in view rdEffect(() => { const handler = () => { let current = RD_CATEGORIES[0].id; for (const c of RD_CATEGORIES) { const el = document.getElementById("rd-" + c.id); if (el && el.getBoundingClientRect().top < 140) current = c.id; } setActive(current); }; handler(); window.addEventListener("scroll", handler, { passive: true }); return () => window.removeEventListener("scroll", handler); }, []); const jump = (id) => { const el = document.getElementById("rd-" + id); if (el) window.scrollTo({ top: el.getBoundingClientRect().top + window.scrollY - 24, behavior: "smooth" }); }; return (
Reading ·Curated reading list
{RD_CATEGORIES.length} topics · {RD_TOTAL_SOURCES} sources
A curated reading list

Read your way to energy fluency.

A working bibliography organized by topic, from foundations to the new geopolitics of minerals. Within each category, sources are ordered roughly from foundational to advanced — start at the top and read down.

Topics {RD_CATEGORIES.length}foundations to geopolitics
Sources {RD_TOTAL_SOURCES}reports · books · papers
Order Foundational firstread top to bottom
{/* left rail: topic jump links with scroll spy */} {/* right: the list itself */}
{RD_CATEGORIES.map((c, i) => (
{String(i + 1).padStart(2, "0")}

{c.title}

{c.sources.length} sources
{c.note &&

{c.note}

}
    {c.sources.map((s, j) => (
  1. {j + 1} {s.time}
    2. ))}
{c.foot &&

{c.foot}

}
))}
Links point to the publisher or a representative landing page; annual reports move year to year, so confirm you are reading the latest edition. Always validate live figures against the primary publications.
); } window.ReadingView = ReadingView;