US Shale Resilience Piles Pressure on OPEC+
Not only has US shale survived early attempts by OPEC+ to squeeze out its operations, but it’s now coming for longstanding OPEC+ markets.
Backgrounder: The Guyana-Venezuela Territorial Dispute
Encompassing nearly two-thirds of Guyana's land, the stakes couldn't be higher for settling the longstanding territorial dispute surrounding Essequibo.
Can Canadian Natural Gas Improve the European Union’s Energy Security?
Russia’s invasion of Ukraine has prompted the EU to rethink its reliance on Russia for natural gas. If Canada is to be a viable alternative, it must deliver sizeable volumes of natural gas in a timely manner.
Mexico’s Energy Sector Needs Storage and Shale Development, Not a Fracking Ban
AMLO’s failure to prioritize midstream gas investments and his proposed fracking ban increase energy insecurity.
Report Warns of Fiscal Reckoning for Oil Exporters
A new report foresees an energy transition that’s faster and more difficult than many oil exporters are expecting.
Outlook 2021: Fossil Fuels
Will 2021 be looked back on as a turning point in the global pivot toward renewable energy sources?
‘QUAD of the West’ Forms against Turkey in the Eastern Mediterranean
Turkish actions in the Eastern Mediterranean have mirrored China’s actions in the South China Sea. And they’ve begun to produce the same kind of geopolitical response.
Nigeria’s Gas: Relief or Redux for the Resource Sector?
A global crisis – this time the COVID-19 pandemic – has once again underscored the dangers of Nigeria’s economic overreliance on oil.
Donald Trump’s Lost Dream of World Energy Domination
Donald Trump has no solution to the crisis in the domestic hydraulic fracturing industry. Ultimately, the survival of the industry lies in Saudi Arabia.
Saudi Foreign Exchange Reserves Plummet amid COVID-19 Downturn
Is the Kingdom’s dollar peg in jeopardy?