The Iran Stalemate Could Be the Next Oil Supercycle Trigger
Oil prices could rise sharply in the second half of the year, as emergency stockpiles are depleted, global inventories fall, and Middle Eastern supply disruptions persist. Read More Here
Tag: Energy
The Hormuz crisis is about much more than oil
Approximately one-third of globally traded urea transits the Strait of Hormuz. The Middle East collectively exports 21 to 22 million tonnes of urea annually, accounting for roughly 40 per cent of global seaborne trade in the commodity. Read More Here
India’s Modi makes first Russia visit since Ukraine invasion
The Indian leader treads a fine line between maintaining a longstanding relationship with Moscow and courting closer ties with the West. Read More Here
No limits? Why Vladimir Putin’s latest visit will test China-Russia ties
Trip expected to be a show of the growing geo-strategic alignment and ‘deep friendship’ between leader, but it could also reveal limits as Beijing tries to keep Moscow close while avoiding sanctions over Ukraine. Read More Here
Petrostates Must Take the Lead on Climate Finance
If COP28 is to be judged a success, the UAE, as the summit’s host, and other hydrocarbon producers should promise to dedicate some of the windfall oil and gas profits they earned last year to accelerating the green transition in the Global South. Doing so could encourage historic and current emitters to pay their fair […]
Beijing Tightens Its Grip on the Critical Minerals Sector
The West has taken steps to slash its dependence on China, but it still commands supply chains—for now. Read More Here Also Read: Rare Earths in the South China Sea: Adding Fuel to the Geopolitical Fire
Nord Stream Leaks Underline Gray-Zone Risks
Scandinavian seismological experts and political leaders already agree that the explosions were a deliberate act. Who set them off? Read More Here
Russia’s Energy Game In Asia
The consistency and reliability of Asian buyers of Russian oil, LNG, and coal are the most important element allowing Moscow strategic space against Western mobilization. Read More Here
A World In Crisis Needs Both Trade And Aid
As financial conditions tighten, even countries that had seemed on track to prosperity and stability now stare into the abyss of debt distress, fragility and uncertainty about the future. Both aid and trade have key roles to play in reversing the impacts of this quadruple shock and putting the world back on track. Read More […]
Sympathy For Germany
Greeks and other southern Europeans could now be feeling schadenfreude as Germany faces the collapse of its economic model in the face of the Ukraine war and the new cold war with China. But with a democratic Europe in the balance, this is no time to gloat. Read More Here
looking beyond borders 