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
Changes in the political landscape
The political changes now becoming evident in most democratic countries are often decried as caused by “populists.” So-called radical movements, however, can also be seen as a response to the failures of self-absorbed political “elites.” Consequently, the shifts they prompt ...
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 ...
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GIS Dossier: Mozambique’s roller-coaster ride
Mozambique seemed to have it all. Its economy took off after a long and bloody civil war ended in 1992, accelerating further after discoveries of vast natural gas and oil reserves in 2010-2012 prompted the government to liberalize the energy sector. Yet the country’s rags-to-riches scenario has yet to materialize, mostly because of its penchant for self-defeating internal conflicts.
Nord Stream 2: The German perspective
Though most parties in Germany’s parliament support the Nord Stream 2 project, there is far from a consensus within the country: even the government doesn’t have a consistent policy. Still, Berlin sees benefits in having access to more gas supply than it needs, and the project wins votes in regions ...
Qatar builds up its gas muscle
In the cyclical fossil energy business, today’s plentiful supply of natural gas is expected to turn into tight global markets by the mid-2020s. Qatar, an LNG export powerhouse, will be ready for that phase with new extraction, liquefaction and gas-to-liquids production capacities. If the emirate also begins to offer flexible ...
GIS Dossier: The shale gas revolution
Early in this century, the U.S. unexpectedly moved from being a major natural gas importer to a significant exporter and changed its energy consumption to a more environment-friendly mix. It all happened due to its development of shale gas production. The world’s two other major gas markets – Europe and ...
The U.S. shale revolution continues to alter gas markets
The shale revolution has transformed global gas markets and turned the United States into the world’s leading producer. Now a net LNG exporter, the U.S. has challenged established exporters and changed the old pricing order. Europe, which is increasingly reliant on gas imports, is turning to American exports to reduce ...
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