Energy Security

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. 

  • 4 January

    Oil Is At the Mercy of Financial Markets

    Oil traders are still awaiting more definitive clues about the supply/demand balance, but volatility is likely to stick around for a while. In the short run, oil prices will likely follow global stock markets up or down on any given day until the fundamentals reveal a more discernable pattern. 

December, 2018

  • 18 December

    Iran Oil Exports: 8 Waivers and The OPEC Meeting

    Iran’s oil exports are likely to remain limited in 2019, with a significant negative impact on Iran’s economy.

  • 8 December

    The Saudi Dilemma: To Cut Or Not To Cut

    Saudi Arabia has its problems but it could withstand lower oil prices without feeling too much of a pinch.