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
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
Eurasia is again a geopolitical reality with the Chinese communication infrastructure on a continental scale and the powerful draw of energy riches, but populous, fragile and deeply divided Central Asia is exposed to overreach by mighty land powers
Projections for US energy consumption as well as energy production through 2040 are obviously shrouded in uncertainty because of the interplay of multiple multiple factors over such extended time frames
