Energy supplies
Oil, gas, nuclear, renewables, energy prices, electricity and climate issues. Scenarios, forecasts and analysis from Geopolitical Intelligence Services (GIS) experts on energy trends.
Disruptions on Energy supplies
Energy evolution
While attempts are being made to move away from fossil fuels for energy production, the transition is not happening as efficiently as many predict. New methods of extracting oil and gas have kept these resources cheap and plentiful and have ...
Beyond the 2020 pandemic
The policies used to contain the 2020 Covid-19 pandemic have brought disruption that moved at a speed not seen in decades. As countries implemented measures to bring the disease under control, economies came to a screeching halt and entire sectors ...
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Nigeria’s oil policy at a crossroads
Even before the pandemic, the Nigerian economy faced structural issues. Highly dependent on oil exports for revenue, the country could spiral into a deep recession because of the recent collapse in oil prices. High production costs will also hamper recovery even when global demand returns. If constantly pushed for full compliance by OPEC, Nigeria could seek to end its membership in the hope that fewer constraints would boost its hydrocarbon sector.
A new push for nuclear power in the Middle East
The start-up of a new reactor in the United Arab Emirates has again trained the spotlight on nuclear capabilities in the Middle East. Outside of Iran’s controversial program, Saudi Arabia’s budding nuclear ambitions could prove the most destabilizing in the region. As its technology advances, Riyadh will soon have to ...
Oil market outlook: A quandary for OPEC+
After seeing oil prices rise in May and stabilize in June, OPEC+ announced it would ease its production cuts as of August. The committee based its decision on the assumption that the economy would gradually recover during the second half of 2020, but the global economic outlook – on which ...
Germany’s high-risk energy strategy
The German government hopes to overcome the shortcomings of its Energiewende plan with new initiatives such as a coal phaseout by 2038, a new climate policy package and an ambitious hydrogen strategy. But the blueprint still lacks coherence and cost efficiency, meaning it could further weaken the economic competitiveness of ...
Eastern Mediterranean gas outlook gets murkier
After the 2009 and 2010 gas finds in the Eastern Mediterranean, many expected the region to become an energy hub. A decade later, myriad challenges remain and the coronavirus has made a bad situation worse. The European Union may decide against funding the EastMed pipeline project for economic reasons, although ...
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