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ENERGY COMPASS
Contextual geopolitical analysis of the global energy landscape
Latest Energy Compass
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ENERGY COMPASS
Russia's Great Gas Rearrangement
Even if Brussels slips on its timeline to phase out Russian gas, Moscow still faces a huge challenge in carving out new markets at home and abroad.
Thu, Aug 11, 2022
ENERGY COMPASS
Russia Accelerates Dollar/Euro Ditch, But Move Has Limits
Buyers of Russian oil are starting to pay in non-dollar currencies, or have euro payments converted to rubles, but Moscow's de-dollarization strategy has limits.
Thu, Aug 11, 2022
ENERGY COMPASS
New Hopes, Old Fears Over Draft Iran Nuclear Deal
Even with the announcement that a final text had been negotiated, political decisions and compromises will be needed and a breakthrough is far from certain.
Thu, Aug 11, 2022
ENERGY COMPASS
The US’ Fresh Climate Outlook, Credibility
Climate-related legislation on the brink of passage in Washington will create more certainty when it comes to the US' energy transition.
Thu, Aug 11, 2022
ENERGY COMPASS
EU Ban Puts Tankers on Collision Course
The world is looking to avoid the impact of an EU insurance and financial services ban on tankers sailing Russian oil that could spike prices.
Thu, Aug 11, 2022
ENERGY COMPASS
China's Taiwan Gameplan, Turkey's Russia Tilt
The Chinese reaction to US House Speaker Nancy Pelosi’s visit to Taiwan continues to evolve, with the Chinese military announcing that it has “successfully completed” the tasks set out for a series of military exercises surrounding Taiwan.
Thu, Aug 11, 2022
ENERGY COMPASS
Brent, WTI Prices 2021-22
Brent and WTI prices for 2021-22.
Thu, Aug 11, 2022
ENERGY COMPASS
Biden’s Oil Market Play — and Lessons Learned
The Biden administration is looking for a more active role in markets using the Strategic Petroleum Reserve.
Thu, Aug 4, 2022
ENERGY COMPASS
Russian Oil Trade Relocates to UAE
A new Russian oil trading hub has emerged in Dubai, and the United Arab Emirates is happy to let it continue.
Thu, Aug 4, 2022
ENERGY COMPASS
How China Sees US House Speaker's Visit to Taiwan
China has read Pelosi's visit to Taiwan as an unwarranted provocation and a further indication that the US is reneging on its one-China principle.
Thu, Aug 4, 2022
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