Energy markets are once again at the center of global macro risk. After a brief period of stabilization, renewed supply constraints, geopolitical tension, and structural underinvestment are converging to push oil, gas, and power prices higher. The result is a...
Global gas markets are no longer reacting to short-term shocks—they are operating within a structurally tight system. What once appeared to be a temporary squeeze has evolved into a more persistent imbalance, where supply growth struggles to match steady, and...
The United States has undergone a fundamental energy transformation over the past decade, moving from a net importer of natural gas to one of the world’s dominant LNG exporters. This shift has been driven by the shale revolution, massive upstream...
Global energy markets are being quietly reshaped—not by a single shock, but by a chain reaction of LNG disruptions that continue to ripple across supply routes, pricing benchmarks, and long-term contracts. What began as regional instability tied to ongoing conflict...
