Natural gas projects in Africa might help reduce supply shortages temporarily, but they could soon become stranded assets.
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.
Regardless of the geology, climate policy and waning investor interest will likely result in a lot of oil being left in the ground.
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.
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.
The oil and gas industry has enjoyed a golden era under the Trump administration, but it may only be temporary.
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.
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.
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.
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.