Energy giants normally operate risky strategies, making commitments over extended time horizons, but new regulatory demands, shifting consumer expectations and geopolitical backlash are adding multiple dimensions to risk - creating opportunity in the mix
To preserve a sense of common purpose within the framework of the EU Single Market, natural gas will have to be recognized as a long-term essential energy source - and not as a temporary band-aid
Losing ground against the US, Germany and France since 2007, poor British productivity is a currency crisis in the making. The gap grows wider, leaving Great Britain thoroughly unprepared for future geopolitical and economic disruptions
Germany is one of the strongest exporters worldwide and readily accessible energy sources are indispensable to the country's industrial success. A close partnership with Russian energy providers has turned into unwarranted dependence - Trust betrayed
With pipeline deliveries down to a trickle, Europe has barged into the global Liquid Natural Gas (LNG) shipping network - gasification stations and infrastructure , shipping construction yards and LNG carriers stand to gain
Current natural gas reserves in Europe will be depleted by the end of the winter of 22/3. If the conflict on Ukrainian soil drags on in a bloody stalemate, something has got to give and it does not look good for Europe tethered to Russian gas pipelines
How big, how bad Exchange Traded Notes( ETNs) could turn out to be for private investors oblivious of the underlying risk...but the trends in fund pricing of the Energy market remain powerful indicators no one should ignore
Originally published in March 2020, this updated note on Siberia's pivotal position in the Eurasian landmass has gained strong relevance in the race for natural resources amidst powerplays between Russia, China and Europe, as the war in Ukraine drags on
The European Union has staked its reputation of responsible governance on ambitious green policies but a cost-benefit analysis might need to rank emission-reduction targets globally rather than regionally
Greens may be too closely indentified with scientific expertise on climate change to fully recognize the unintended consequences of principled policies, which call for compromise and understanding of the trade-offs required to stay on target
