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World Energy Opinion
  • Recent political violence in Kazakhstan has raised questions about the geopolitical importance of that nation and wider issues of global energy security.
    Tue, Jan 18, 2022
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  • This Quarterly Risk Outlook examines the major investment, geopolitical and energy transition-related risks shaping the global oil and gas operating environment in Q1’22 and beyond. As is often the case, political developments are driving the investment risk outlook, led by unrest in Kazakhstan and delayed elections in Libya. Elsewhere, Turkey’s economic woes and elections in Australia, Angola, Brazil, Colombia and the US, among others, will be key aboveground risk drivers in 2022. Tensions with Russia over Ukraine—including the possibility of military action—is the key geopolitical risk, while the US-Iran negotiations, China’s economy and a softening of Turkey’s assertive foreign policy will also be important factors. Meanwhile from a transition risk perspective, government efforts to reduce oil and gas emissions—through efforts like enhanced support for carbon capture and storage (CCS) and the increased use of low-carbon power to fuel upstream operations—are a welcome development.
    Thu, Jan 20, 2022
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Our global network of experts monitors, analyzes and interprets the latest developments and trends across the energy industry, to deliver actionable intelligence.
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Latest Podcasts
  • Following a year of unprecedented LNG market instability, 2022 will retain elements of short-term volatility—but long-term assumptions are a different story. In this podcast, Energy Intelligence experts Ian Nathan and Michael Sultan tackle implications of market drivers for 2022 and beyond.Hosted by: Michael Sultan, Editor, LNG IntelligencePanelist: Ian Nathan, Director, Global LNG Research
    Wed, Jan 12, 2022
  • Energy Intelligence experts Phillipe Roos and Ronan Kavanagh examine key findings from our 2021 Green Utilities Report.Hosted by: Ronan Kavanagh, Editor World Energy OpinionPanelist: Philippe Roos, Senior Reporter and Analyst
    Tue, Dec 7, 2021
  • Increasingly strained oil markets have multiple factors to navigate heading into the winter, including a US-Opec-plus faceoff over prices, Iran negotiations and high gas/LNG/coal prices boosting demand. Our oil markets experts discuss these variables and our outlook ahead into 2022.Hosted by: Ahbi Rajendran, Head of Global Oil/North America Research, Amena Bakr, Chief Opec Correspondent and Colby Connelly, Research Analyst
    Thu, Nov 11, 2021