Section
Energy
Oil, gas, power, critical minerals and energy security.
10 published articles
Featured
Electricity: Six Major Markets Are Reducing Their Dependence on Natural Gas
From the United Kingdom to China, gas-fired electricity generation is declining even as overall power demand continues to grow. Behind this development lies a potentially profound transformation of global energy systems, one that could reshape gas producers’ strategies, infrastru
AnalysisRecent publications
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EnergyAlliant Energy: $5.1 Billion to Reshape America's Energy Strategy
By finalizing a $5.1 billion financing package for Alliant Energy, Washington is doing more than supporting the construction of new electricity infrastructure. The United States is redefining the criteria through which federal financial power is deployed to shape its energy syste
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EnergySoutheast Asia: The Energy Transition Faces the Risk of a New Industrial Dependency
The energy transition was supposed to help economies reduce their exposure to international oil and gas markets. Yet as solar panels, batteries, and electric vehicles become increasingly essential to economic development, another vulnerability is emerging: dependence on the count
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EnergySaudi Arabia–Singapore: Aramco Moves to Position Oil Reserves Closer to Asian Markets
Saudi Arabia's plan to establish crude oil storage facilities in Singapore reflects a strategy extending far beyond the security of its exports. As geopolitical tensions expose Asia's dependence on Middle Eastern energy supplies, storage infrastructure is becoming an increasingly
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EnergyOil: Maritime Transport Is Becoming a Decisive Factor in Crude Pricing
For decades, the global oil market has been understood through a relatively straightforward equation: production, consumption, and inventories determined most price movements. That framework is becoming increasingly inadequate.
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EnergyOil: The Crisis Shifts to Marine Fuels
Disruptions to fuel oil exports from the Middle East and Russia are creating new pressures on marine fuel markets.
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EnergyDiesel: The Real Breaking Point of the Global Economy
The oil crisis of 2026 has exposed a vulnerability deeper than the availability of crude: the global economy's ability to produce, transport and distribute the fuels on which its industries depend.
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EnergyAsia: Natural Gas Is Losing Its Status as a Transition Fuel
Long presented as the essential fuel for moving away from coal, liquefied natural gas is facing an increasingly uncertain future in Southeast Asia's electricity sector.
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EnergySouth Korea: The Transition Turns Industrial
Fifty years ago, South Korea was building steel mills, shipyards and petrochemical complexes to lift itself out of an economy that was still poor. In the 1990s, it invested in electronics, telecommunications and semiconductors to enter the digital economy. In 2026, Seoul is opening a new chapter. This time, the objective is no longer simply to produce more, but to rebuild part of the productive system around a constraint that has become strategic: energy.
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EnergyData Centers: The End of Electricity on Demand
For decades, electricity was an almost invisible variable in the digital economy.