Analysis and commentary related to current events and energy geopolitics
Below are my most recent writings. My full portfolio of work for Energy Reporters can be found here.
A Biden Administration Should Prioritize Energy Security To Fight Climate
9 July 2020, Panorama
A climate club emerging from a revitalized Major Economies Forum on Energy and Climate (MEF) can bridge these two camps, and force countries to decarbonize while prioritizing energy security. Interdependence has proved the only viable path to energy security in fossil fuels. Interdependence in clean energy will be the only viable path to reducing the risks of climate change.
Energy geopolitics will hinge on the nationalism-globalism swinging door
5 May 2020, Energy Reporters
The global depression will affect everyone. How countries navigate it through nationalism and globalism in three energy areas – investment, renewables, and oil – will redefine the parameters of energy geopolitics.
What can we learn from the Great Depression about oil’s future?
3 April 2020, Energy Reporters
The Great Depression hit oil demand hard. Oil prices collapsed along with the share prices of oil company stocks. It remains the only historical period of comparable oil-demand decimation to what the industry is experiencing today at the hand of the novel coronavirus. Does it carry any lessons for oil’s future after COVID-19?
Could coronavirus cause China’s oil demand to plateau?
2 February 2020, Energy Reporters
Given where we are in the current cycle of a buyer’s market and the geopolitical and environmental forces bearing down on oil and China, the virus could in fact be a tipping point towards a new plateau in global demand, one that arrives earlier than expected, especially if the Chinese economy itself were to spiral into recession.