Oil, gas, nuclear, renewables, energy prices, electricity and climate issues. Scenarios, forecasts and analysis from Geopolitical Intelligence Services (GIS) experts on energy trends.
GIS Dossier: Mexico
Mexico’s relationship with the United States was driving change in the country long before it became the focus of President Donald Trump. The North American Free Trade Agreement (NAFTA) dramatically altered its economy, allowing it to become a key provider of manufacturing and agricultural goods to the U.S. But Mexico is also a gateway for drug trafficking to its northern neighbor, fueling corruption, organized crime and widespread violence. The latest GIS Dossier surveys the analyses and predictions from our experts on this critical Latin American country.
The risks of German unilateralism on Nord Stream 2
Russia’s Nord Stream 2 pipeline, the most controversial energy project in Europe, is putting strain on Germany’s relationship with other European Union members. Berlin’s support of the project at the expense of other partners could deepen rifts in the EU and lead to a renationalization of energy policies, especially in Central and Eastern Europe.
China and the power of the port
China’s growing naval capabilities have gained a lot of attention, but it is also making huge investments in strategically crucial ports around the globe. These will bolster its economic influence, energy security as well as its military objectives. The arrival of a new power in congested geopolitical choke points will require skillful diplomacy.
China’s stealth expansion in Latin America
Donald Trump's short tenure in the White House has already enhanced China's low-profile but pervasive influence in Latin America. While Chinese trade penetration has slowed, investment and infrastructure lending are expanding at a brisk pace. Perhaps most helpful to Beijing has been Mr. Trump's general indifference to the region, though some generals in his national security apparatus are beginning to fret.
The South China Sea’s energy dimension
World markets are awash in oil and gas, but that has not stopped Beijing from expanding its drilling activities in the South China Sea. Along with an increasing military presence, China's growing commercial activity helps it bolster its maritime claims in the disputed regions of the Sea, so crucial to global trade.
GIS Dossier: A new Great Game in Central Asia
The five independent states of Central Asia that emerged after the dissolution of the Soviet Union are being courted and pressured by the globe’s key powers in a contemporary version of the 19th century’s Great Game in the region – this time over their vast energy resources.
Russia’s growing economic ties with the Middle East
While Russia’s military activity in the Middle East has caught headlines, its economic footprint in the region is increasing as well. Much of the cooperation is occurring in the energy sector, but Moscow is not interested in the region’s natural resources. Instead, it is working on establishing a long-term foothold.
GIS Dossier: The impact of oil and gas
Few commodities come close to having the same influence on geopolitics as oil and gas. Recently, low oil prices have put strain on OPEC while shale technology has reshaped energy markets. Both factors have put global climate policies in question. What are the trends to watch in this crucial sector?
China and the automobile’s future
China has become the world’s biggest car manufacturer, but not a global player in the industry. Rapid change in automotive technology, though, provides it with the same challenges and opportunities as it does the industry’s leaders. Chinese companies are investing heavily in electric car and autonomous-vehicle designs. Much more needs to happen, though, both in China and in the global environment, for the Asian giant to be able to go international.
China won’t save global climate protection policies
China has made big strides in greening its energy sector. But while some hope this means the country can become a new leader in the fight against global climate change, Beijing’s goals are different. The moves it is making now are aimed at putting China in an advantageous geopolitical position, especially in terms of trade. Moreover, its momentum on the green energy front may not be sustainable.