Energy Security

December, 2022

  • 3 December

    Diplomacy Watch: Divisions Flare in the West as Winter Looms

    As energy prices rise and temperatures drop, the European public is feeling squeezed by the Ukraine war’s secondary effects.

November, 2022

  • 14 November

    How the Global Energy Crisis is Pressuring Countries at the UN Climate Summit

    Natural gas projects in Africa might help reduce supply shortages temporarily, but they could soon become stranded assets.

March, 2022

  • 18 March

    Russia’s Energy Clout Not Limited to Oil and Gas – It’s Also a Key Nuclear Supplier

    The Biden administration reportedly is considering nuclear sanctions on Russia. U.S. utilities oppose this step for fear that it would make uranium fuel scarcer and more expensive. Many U.S. nuclear plants are already struggling economically.

November, 2019

  • 14 November

    The EIA Is Grossly Overestimating U.S. Shale

    Regardless of the geology, climate policy and waning investor interest will likely result in a lot of oil being left in the ground.

October, 2019

  • 6 October

    What Ails Pakistan’s Largest Electric Supply Company?

    A Pakistani magazine interviews Karachi Electric's Chairman Ikram Sehgal about the state of KE and the facts behind the death of 33 people, electrocuted in the aftermath of the recent downpours in Karachi.

May, 2019

  • 26 May

    Trade LNG More, End the US–China Trade War

    Increasing LNG trade could benefit many in the light of current US–China trade tensions. In an increasingly multipolar world, international cooperation through global trade must be strengthened and the LNG market offers unique opportunities to stabilize the system.

  • 8 May

    IEA: Renewables Growth is Stalling

    The oil and gas industry has enjoyed a golden era under the Trump administration, but it may only be temporary. 

March, 2019

  • 28 March

    World’s Largest Oil Company and Petrochemical Company Merge 

    Finding enough appetite in the market for a Saudi bond sale is still an issue. Geopolitical risks and concerns about the internal stability of the Saudi royal family could decrease the appetite of major financial institutions. The Kingdom might be listed on several emerging markets indexes (FTSE/MSCI), but investment appetite is being constrained by the impact of the Khashoggi murder, increased volatility in oil markets and pressure on the position of the Crown Prince. 

January, 2019

  • 29 January

    Oversold Lithium Could be About to Rally

    So far, there is no clear data or evidence that that the lithium demand narrative is about to slowdown, let alone reverse. On the contrary, certain emerging trends in the industry suggest just the opposite.

  • 23 January

    Huge Backlog Could Trigger New Wave of Shale Oil 

    The ballooning number of uncompleted wells has repeatedly fueled speculation that a sudden rush of new supply might come if companies shift those wells into production. The latest crash in oil prices once again raises this prospect.