@charlesellinas.bsky.social
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Big Oil Returns to Exploration as Reserves Dwindle - Big Oil is ramping up exploration again after years of underinvestment, aiming to replace reserves as oil and gas demand remains strong
oilprice.com/Energy/Crude...
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Big Oil Returns to Exploration as Reserves Dwindle | OilPrice.com
Exploration is now central to strategy, alongside M&A and development, as companies work to avoid future production declines and strengthen portfolios.
https://oilprice.com/Energy/Crude-Oil/Big-Oil-Returns-to-Exploration-as-Reserves-Dwindle.html
1 day ago
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All sides in the Gulf war are at risk of overplaying their hands - In war, what at first seems logical can, in hindsight, prove to have been foolhardy. The costs of dragging out the conflict could be very high indeed
www.economist.com/middle-east-...
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All sides in the Gulf war are at risk of overplaying their hands
The latest news in US politics, with coverage of Donald Trump's Iran war strategy, Israel relations and potential ground invasion risks in the Gulf.
https://www.economist.com/middle-east-and-africa/2026/03/29/all-sides-in-the-gulf-war-are-at-risk-of-overplaying-their-hands?utm_content=ed-picks-image-link-1&etear=nl_today_1&utm_campaign=a.the-economist-today&utm_medium=email.internal-newsletter.np&utm_source=salesforce-marketing-cloud&utm_term=3/30/2026&utm_id=2176982
3 days ago
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The shock is heading west "In conversations with more than three dozen oil and gas traders, executives, brokers, shippers and advisers over the last week, one message was repeated over and over: The world still hasn't grasped the severity of the situation"
www.bloomberg.com/graphics/202...
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The Strait of Hormuz Oil Shock Is Now Heading West
US government officials and Wall Street analysts are starting to consider the prospect that oil prices might surge to an unprecedented $200 a barrel.
https://www.bloomberg.com/graphics/2026-iran-war-hormuz-closure-oil-shock/
3 days ago
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We must not underestimate the peril for democracy - Trump’s America is a world leader in democratic decline. A “democratic recession”, which began two decades ago, is beginning to look dangerously like a democratic depression.
www.ft.com/content/c4c1...
via @ft
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We must not underestimate the peril for democracy
Donald Trump’s America is a world leader in democratic decline
https://www.ft.com/content/c4c1dc52-4e85-4eba-9ba3-e704a0827558
8 days ago
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The end of nuclear taboos - Nuclear proliferation could become the way of the future. It is developing into a natural response to events in Ukraine and Iran, and their impact on fossil fuels and energy security
ep.ft.com/permalink/em...
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Is this, asks Janan, a wave of recklessness? Perhaps. But it is also a natural response to events in Ukraine and Iran. And, of course, the endless unpredictability of the US. Countries that cannot be sure US President Donald Trump will honour mutual defence treaties may regret their choice to forgo building their own bomb and hide beneath America’s nuclear umbrella. “The frankness with which governments now discuss the subject suggests that an intellectual and even moral seal has been broken.”
https://ep.ft.com/permalink/emails/eyJlbWFpbCI6ImVjNTkwMzkwNmVlYjVmYjliYzc5Zjg3ZjlkNmIzMzZlZTA4OTVmODUwYWQ2NWM5OTVhIiwgInRyYW5zYWN0aW9uSWQiOiJlZGY1ZjZhNy01OGYzLTRlNzItYTUzOS00NzY2NTFiNWM5MTUiLCAiYmF0Y2hJZCI6IjNlNzZkNTlmLTNmNGEtNGM5OS1iOTdkLWY4MTM2OTgzYWRiMiJ9
14 days ago
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Oil’s monopoly kaput, China to be top supplier of energy security - With Hormuz closed, Gulf states under attack, every importing country will do what’s needed to remove oil from its energy stack. Chinese EVs have the advantage
asiatimes.com/2026/03/oils...
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Oil’s monopoly kaput, China to be top supplier of energy security - Asia Times
So, baby, can't you see I've got to break free I've got to break free I want to break free, yeah – Queen The world cannot possibly absorb more exports
https://asiatimes.com/2026/03/oils-monopoly-kaput-china-to-be-top-supplier-of-energy-security/?utm_source=The+Daily+Report&utm_campaign=eca20da420-DAILY_16_12_2025_COPY_01&utm_medium=email&utm_term=0_1f8bca137f-eca20da420-31600845&mc_cid=eca20da420&mc_eid=051341a748
14 days ago
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What the war in Iran means for China - China's massive oil stockpiles and diversified sourcing offer short-term protection, but a prolonged conflict over Iran could exacerbate domestic economic pressures and undermine China’s global goals
www.bruegel.org/analysis/wha...
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What the war in Iran means for China
China is relatively inured to the Iran conflict, but less external demand could hit its exports and its international partnerships may be undermined
https://www.bruegel.org/analysis/what-war-iran-means-china
16 days ago
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Analysis: Iranian leadership see survival at any cost a holy victory -They believe they are fighting a "holy war". Trump is "demanding" seven countries join efforts to re-open Hormuz, warning there would be a "very bad future" for NATO without the support
news.sky.com/story/iran-l...
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Iran war latest: Trump demands seven countries help police Strait of Hormuz - as Dubai airport stops flights after drone hits fuel tank
Donald Trump ramps up the pressure for a coalition of allies to help open up the Strait of Hormuz - but it's understood the UK and others are reluctant to commit warships. Sir Keir Starmer could inste...
https://news.sky.com/story/iran-latest-trump-tehran-israel-strikes-us-drone-live-sky-news-13509565?postid=11283660#liveblog-body
17 days ago
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Iran holds the key to reopening global energy markets - Industry says naval convoys won't help restore traffic
www.reuters.com/business/ene...
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Iran holds the key to reopening global energy markets
Executives at Middle Eastern companies and their Western peers warn it will require more than just U.S. assurances of safety to restart shipping traffic and production even if the fighting ceases imm...
https://www.reuters.com/business/energy/iran-holds-key-reopening-global-energy-markets-2026-03-15/
17 days ago
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Iran, the Strait of Hormuz, and an Unprecedented Energy Crunch - The bombing of Kharg Island will exacerbate that. Escalation has already started
www.cfr.org/articles/ira...
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Iran, the Strait of Hormuz, and an Unprecedented Energy Crunch | Council on Foreign Relations
CFR President Michael Froman discusses the unfolding global energy crisis with CFR’s Dan Poneman and the Center on Global Energy Policy’s Jason Bordoff, all of whom worked together on the U.S. Strateg...
https://www.cfr.org/articles/iran-the-strait-of-hormuz-and-an-unprecedented-energy-crunch
19 days ago
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Iran war is good for America's gas/LNG industry - Gas shipment disruptions in Qatar are pushing global buyers toward US LNG to keep their power plants and factories running
21 days ago
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Iran war on same disastrous path as Iraq war - The Iraq precedent offers a brutal lesson for Iran: military success and political outcomes are rarely the same thing - and the gap between them is where wars fail
asiatimes.com/2026/03/iran...
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Iran war on same disastrous path as Iraq war - Asia Times
The United States military achieved every objective it set when it went to war in Iraq in 2003. Decapitation: Saddam Hussein was captured, tried and
https://asiatimes.com/2026/03/iran-war-on-same-disastrous-path-as-iraq-war/?utm_source=The+Daily+Report&utm_campaign=ce0802673e-DAILY_16_12_2025_COPY_01&utm_medium=email&utm_term=0_1f8bca137f-ce0802673e-31600845&mc_cid=ce0802673e&mc_eid=051341a748
21 days ago
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The Trump administration is Wall Street's nightmare - Markets demand reliable data, but Donald Trump is feeding them chaos with glaring contradictions that rattle traders
m5.emails.telegraph.co.uk/nl/jsp/m.jsp...
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Trump's contradictions erode market trust
https://m5.emails.telegraph.co.uk/nl/jsp/m.jsp?c=%40kmLHOI2mJBf05jTe4CpjLsKUJHd1v49rSyLVNsXIg3dzslxxUEJ%2BzeT%2F2kNfaJIn2JwoP4foWEmVze68RjiOwA%3D%3D&WT.mc_id=e_DM852610&WT.tsrc=email&etype=Edi_Cit_New_v2&utmsource=email&utm_medium=Edi_Cit_New_v220260311&utm_campaign=DM852610
22 days ago
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Ursula von der Leyen's ambiguous defence of international law, as tensions inside the EU leadership over the US-Israeli war against Iran bubble over, got criticised and rightly so. Her positions on key issues let Europe down
ep.ft.com/permalink/em...
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Today, I report on the public disagreements among the EU’s senior leadership over the Iran war, and our Austria correspondent has news of the government-toppling Ibiza scandal finally heading to court.
https://ep.ft.com/permalink/emails/eyJlbWFpbCI6ImVjNTkwMzkwNmVlYjVmYjliYzc5Zjg3ZjlkNmIzMzZlZTA4OTVmODUwYWQ2NWM5OTVhIiwgInRyYW5zYWN0aW9uSWQiOiI1NWYzNGQ3OS1iNmIyLTQyZTQtOTE5Yi1lMDVhMmJiZmNjYWEiLCAiYmF0Y2hJZCI6IjU0NjhjMGQ2LWI4MjYtNDk4Zi05MTMyLWRiYTcxYTdjNDRjOCJ9
22 days ago
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How the Iran War Could Consolidate China’s Energy Dominance - Amid global oil and gas disruptions, China stands prepared for the electrostate era. This war may ultimately strengthen, rather than weaken, China’s strategic position
foreignpolicy.com/2026/03/06/i...
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How the Iran War Could Consolidate China’s Energy Dominance
Amid global oil and gas disruptions, China stands prepared for the electrostate era.
https://foreignpolicy.com/2026/03/06/iran-china-green-energy-oil-gas-hormuz-solar-electricity/?utm_content=gifting&tpcc=gifting_article&gifting_article=aXJhbi1jaGluYS1ncmVlbi1lbmVyZ3ktb2lsLWdhcy1ob3JtdXotc29sYXItZWxlY3RyaWNpdHk=&pid=PNIYhDtljsxa8z0
24 days ago
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Markets tumble as oil soars past $110 a barrel - In the meanwhile, Trump’s openness to deploying troops inside Iran has raised concerns about deeper US involvement in the war. He also dismissed the surge in oil prices as a “very small price to pay”
ep.ft.com/permalink/em...
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Good morning and welcome back. In today’s newsletter:
https://ep.ft.com/permalink/emails/eyJlbWFpbCI6ImVjNTkwMzkwNmVlYjVmYjliYzc5Zjg3ZjlkNmIzMzZlZTA4OTVmODUwYWQ2NWM5OTVhIiwgInRyYW5zYWN0aW9uSWQiOiIxNzc5OGUyNS0xZGQ4LTRlZTktODgzOS04ZDY4NmRlOGI3OTciLCAiYmF0Y2hJZCI6ImJhN2IzZWFkLWVlN2QtNDkwOC04MzVhLTVhNGE3Y2RiNzAwNCJ9
24 days ago
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Think geopolitics is bad? Look at geoeconomics - How does the Iran war end? That may be less a question of drones, ships and artillery than supply chains, inflation and debt markets
ep.ft.com/permalink/em...
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She writes that since the war in Ukraine began in 2022, we’ve seen how the weaponisation of energy and trade can create inflation shocks that result in short-term bond sell-offs. These in turn can change the course of political events.
https://ep.ft.com/permalink/emails/eyJlbWFpbCI6ImVjNTkwMzkwNmVlYjVmYjliYzc5Zjg3ZjlkNmIzMzZlZTA4OTVmODUwYWQ2NWM5OTVhIiwgInRyYW5zYWN0aW9uSWQiOiIwNDIxYzk3OS0wZjVkLTRmZGItYWYwYS1jYzIxNmZhNGJiMmIiLCAiYmF0Y2hJZCI6IjliZTJiZGY3LTMyMjgtNDQ2OS04ZmNkLTIyYjg2OTFkZTA4NCJ9
24 days ago
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Europe's moral malaise - Mixed messaging from Washington makes it all the more impossible to settle on a coherent position. As one analyst told me: ‘This is worse than a war of choice, it’s a war of impulse with no plan and no coalition
www.euractiv.com/opinion/edit...
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Editors' Choice: Europe's moral malaise | Euractiv
Iran presents a rhetorical minefield that makes double standards, communication inconsistencies, and diplomatic faux pas inevitable
https://www.euractiv.com/opinion/editors-choice-europes-moral-malaise/?utm_source=euractiv&utm_medium=newsletter&utm_content=INTRO&utm_term=0-0&utm_campaign=THE_BRIEF
26 days ago
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Europe’s extra energy tax - For every combined 10% increase in Brent crude oil and TTF gas prices, the euro-dollar rate slides by about 0.8%. If oil and gas prices move to $100, the euro could drift down towards $1.13, acting as additional energy tax
ep.ft.com/permalink/em...
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This is a dangerous feedback loop for Europe, which is only just emerging from the 2022 energy crisis. Gas reserves across the EU are less than 30 per cent full, meaning refilling storage ahead of the next winter could be painful and expensive. Send us your thoughts:
[email protected]
https://ep.ft.com/permalink/emails/eyJlbWFpbCI6ImNjNTkwMzkwNmVlYjVmYjliYzc5Zjg3ZjlkNmIzMzZlZTA4OTVmODUwYWQ2NWM5OTVhIiwgInRyYW5zYWN0aW9uSWQiOiIzNjAyZjZiOS1kNWU0LTRhYjMtOTA2ZC1kZWZiM2NiMzcyMzEiLCAiYmF0Y2hJZCI6ImYyYjgxNTJmLTdmM2YtNDZmMy04YmFkLTRiZTNhYWNkNmVmMSJ9
26 days ago
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The war of unintended consequences - The Trump administration appears to have been surprised by the way in which Iran lashed out across the region with the aim of putting the Gulf states under pressure and causing a major international economic crisis
ep.ft.com/permalink/em...
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© copyright Ann Kiernan - seek permission for use https://annkiernan.com/
https://ep.ft.com/permalink/emails/eyJlbWFpbCI6ImVjNTkwMzkwNmVlYjVmYjliYzc5Zjg3ZjlkNmIzMzZlZTA4OTVmODUwYWQ2NWM5OTVhIiwgInRyYW5zYWN0aW9uSWQiOiJjYzU1M2ZhZi1hZWQwLTRkMzQtOTBlYy03MGVlN2JkZDYwNzEiLCAiYmF0Y2hJZCI6IjRjZTMzODNmLTYxYjQtNDU1Yy1hZjcwLTk3NWU2ZDQ4ZmE0NiJ9
26 days ago
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Brent crude is hovering around $83.5/b and Dutch TTF gas has come down to €49.5/MWh, while stock markets are recovering, possibly on expectation that the Iran war is not getting out of hand...for now
28 days ago
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The nightmare Iran energy scenario is becoming reality - A longer war means a harsher global economic fallout
www.economist.com/finance-and-...
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The nightmare Iran energy scenario is becoming reality
A longer war means a harsher global economic fallout
https://www.economist.com/finance-and-economics/2026/03/03/the-nightmare-iran-energy-scenario-is-becoming-reality?utm_content=ed-picks-image-link-1&etear=nl_today_1&utm_campaign=a.the-economist-today&utm_medium=email.internal-newsletter.np&utm_source=salesforce-marketing-cloud&utm_term=3/4/2026&utm_id=2167042
28 days ago
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China: National Energy Administration: During the 15th Five-Year Plan period, the proportion of installed capacity from new energy sources will exceed 50%, and their share of power generation will reach 30%
solar.in-en.com/html/solar-2...
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https://solar.in-en.com/html/solar-2458287.shtml?utm_source=cbnewsletter&utm_medium=email&utm_term=2026-02-27&utm_campaign=Daily+Briefing+Green+byelection+win+US+carbon-levy+bullying+Italy+attacks+EUETS
about 1 month ago
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Carbon — In Focus: EU ETS in political crosshairs - Media reports suggest that the European Commission is planning to weaken the system. Some are even asking whether it is about to be dismantled
www.argusmedia.com/en/news-and-...
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Carbon — In Focus: EU ETS in political crosshairs | Latest Market News
Political focus on the EU emissions trading system (ETS) has intensified noticeably in the past two weeks, weighing on prices, as leaders and policymakers consider how the scheme's approaching review ...
https://www.argusmedia.com/en/news-and-insights/latest-market-news/2788717-carbon----in-focus-eu-ets-in-political-crosshairs
about 1 month ago
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U.S. natural gas production to reach record highs in 2026 and 2027 - Will increase by 2% to average 120.8 Bcf/d in 2026 and then further increase to a record-high 122.3 Bcf/d in 2027
www.eia.gov/todayinenerg...
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U.S. natural gas production to reach record highs in 2026 and 2027 - U.S. Energy Information Administration (EIA)
https://www.eia.gov/todayinenergy/detail.php?id=67166&utm_medium=email
about 1 month ago
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In the struggle for economic survival EU is morbidly slow, weighed down by stifling energy costs, red tape, and aggressive foreign trade policies. This bleak prognosis was outlined by Bart De Wever. Competitiveness and industrial decline remain a problem
newsletter.euractiv.com/mail/492cee8...
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Keeping the home fires burning
https://newsletter.euractiv.com/mail/492cee82-253c-4828-bbdb-da5bd67fb22c/index.html?s=639065984129364127
about 1 month ago
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Scientists say we need carbon removal. Who will pay for it? That is indeed the question. At a time when Europe has huge competitiveness issues and the price of electricity is just far too high, can it afford to add more costs to energy?
ep.ft.com/permalink/em...
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Welcome back.
https://ep.ft.com/permalink/emails/eyJlbWFpbCI6ImVjNTkwMzkwNmVlYjVmYjliYzc5Zjg3ZjlkNmIzMzZlZTA4OTVmODUwYWQ2NWM5OTVhIiwgInRyYW5zYWN0aW9uSWQiOiJjZmM5MjNjNy1iZGZlLTQ2ZTYtOWFiNS1jNmQ4ZjY2YTQxZTEiLCAiYmF0Y2hJZCI6ImEyYTIwYmE0LWIzYjItNGYwNS05MmZkLTUzZjM0MTE5NTc0MSJ9
about 1 month ago
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China’s oil stocks and readiness for war - China has been accumulating crude oil inventories to take advantage of relatively low prices and act as an emergency reserve in any future conflict with the United States and its allies
jkempenergy.com/2026/02/15/c...
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China’s oil stocks and readiness for war
15 February 2026 China has been accumulating crude oil inventories to take advantage of relatively low prices and act as an emergency reserve in any future conflict with the United States and its a…
https://jkempenergy.com/2026/02/15/chinas-oil-stocks-and-readiness-for-war/
about 1 month ago
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EIA: Ten years after first Sabine Pass cargo, U.S. LNG exports are still on the rise
www.eia.gov/todayinenerg...
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Ten years after first Sabine Pass cargo, U.S. LNG exports are still on the rise - U.S. Energy Information Administration (EIA)
https://www.eia.gov/todayinenergy/detail.php?id=67224&utm_medium=email
about 1 month ago
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The big themes on Big Oil’s mind - Big Oil’s big strategic goal is to strengthen upstream portfolios for the next decade
www.woodmac.com/blogs/the-ed...
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The big themes on Big Oil’s mind | Wood Mackenzie
Q4 results reveal Big Oil’s strategic pivot: strengthening upstream portfolios, cutting costs, recalibrating shareholder returns and cautiously advancing AI, data centres and selective low-carbon inve...
https://www.woodmac.com/blogs/the-edge/the-big-themes-on-big-oils-mind/?utm_source=the-edge&utm_medium=email&utm_content=big-oil-20feb2026&utm_campaign=the-edge-february-2026
about 1 month ago
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IEA: In a summary document released at the end of a two-day ministerial summit in Paris, climate change was “not listed among the IEA’s priorities. Instead, the document focuses on energy security, resilience, critical minerals, and electricity systems"
www.theenergymix.com/update-iea-b...
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IEA Drops Climate from List of Energy Priorities
The International Energy Agency has dropped any explicit reference to climate change from its list of policy priorities, bowing to months of pressure from the Trump administration after several years ...
https://www.theenergymix.com/update-iea-bends-to-trump-drops-climate-from-list-of-energy-priorities/?utm_source=The+Energy+Mix&utm_campaign=d1313a6016-TEM_RSS_EMAIL_CAMPAIGN&utm_medium=email&utm_term=0_dc146fb5ca-d1313a6016-509990633
about 1 month ago
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How can energy growth and security be achieved in a world with an increasingly disordered transition? This will be addressed at EI's International Energy Week, next week in London where the world’s energy leaders will be gathered. I will be attending
www.ieweek.co.uk?utm_source=M...
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Home
International Energy Week (IEW), primarily hosted in London annually by the Energy Institute (EI), is a high-level global conference considered a key fixture in the energy industry calendar, gathering...
https://www.ieweek.co.uk/?utm_source=Master+Mailing+List&utm_campaign=ad0b7bb022-EMAIL_CAMPAIGN_2025_08_26_10_19_COPY_01&utm_medium=email&utm_term=0_-320c1b4f51-453792003
about 2 months ago
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The LNG Wave in 2026/2027: Where will it go? - Over the next two years available LNG export capacity is expected to grow by some 113bcm from 593bcm in 2025 to 707bcm in 2027, leading to excess of supply over demand putting downward pressure on prices
www.oxfordenergy.org/wpcms/wp-con...
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https://www.oxfordenergy.org/wpcms/wp-content/uploads/2026/02/Comment-LNG-Wave.pdf
about 2 months ago
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Remarks by IMF MD Georgieva on: Re-energizing the EC and Europe - In energy integration requires eliminating national subsidies, building interconnectors, aligning grid access and tariffs, and fast-tracking permitting for renewables and storage
www.imf.org/en/news/arti...
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Remarks by IMF Managing Director Kristalina Georgieva on: Re-energizing Europe, European Commission, Brussels, Belgium
IMF Managing Director Kristalina Georgieva spoke at the European Commission about re-energizing Europe, why it matters, and how it can be done.
https://www.imf.org/en/news/articles/2026/02/04/sp020426-re-energizing-europe-kristalina-georgieva-managing-director
about 2 months ago
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Europe begins its slow retreat from US dependence - It aims to reduce reliance on America in areas such as technology, energy, payments and defense. But that will take some time
www.politico.eu/article/euro...
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Europe begins its slow retreat from US dependence
The EU aims to reduce reliance on America in areas such as technology, energy, payments and defense. That will take some time.
https://www.politico.eu/article/europe-begins-retreat-united-states-dependence-donald-trump-rocks-transatlantic-relationship/
about 2 months ago
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Europe needs to become a 'genuine federation' to avoid deindustrialisation and decline, Draghi says - He warned the European Union risks subordination, division and deindustrialision all at once if it does not pull closer together
www.euronews.com/my-europe/20...
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Draghi: EU must become a 'genuine federation' to avoid decline
The former Italian prime minister said the European Union risks subordination, division and deindustrialision all at once if it does not pull closer together. #EuropeNews
https://www.euronews.com/my-europe/2026/02/02/eu-must-become-a-genuine-federation-to-avoid-deindustrialisation-and-decline-draghi-says
about 2 months ago
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Electricity Needs for AI, Data Centers May Turn LNG Glut into Gap by 2030
www.marinelink.com/news/electri...
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Electricity Needs for AI, Data Centers May Turn LNG Glut into Gap by 2030
Growing electricity demand from AI and data centres, together with rising fuel use in Asia and European gas needs could turn an expected…
https://www.marinelink.com/news/electricity-needs-ai-data-centers-may-535167?ref=lngglobal.com
about 2 months ago
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Mario Draghi calls for EU ‘federation’ to avoid being ‘picked off’ by US and China - He said globalisation will leave Europe vulnerable unless it pools power
www.ft.com/content/e520...
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Mario Draghi calls for EU ‘federation’ to avoid being ‘picked off’ by US and China
Former ECB president says globalisation will leave Europe vulnerable unless it pools power
https://www.ft.com/content/e5206e5e-bd72-45d6-85ec-8faa1c53dfcb?emailId=08a75c8b-1f83-4f5c-a86e-ca4ed70e48e2&segmentId=2785c52b-1c00-edaa-29be-7452cf90b5a2
about 2 months ago
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China: Why Build an Energy Powerhouse? - Energy security and stability are of paramount importance to the national economy and people's livelihoods, and are a matter of utmost national importance
www.news.cn/politics/202...
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学习规划建议每日问答丨为什么要建设能源强国-新华网
学习规划建议每日问答丨为什么要建设能源强国-《中共中央关于制定国民经济和社会发展第十五个五年规划的建议》提出:“建设能源强国。”能源是现代化的重要基础和动力,能源保障和安全事关国计民生,是须臾不可忽视的“国之大者”。
https://www.news.cn/politics/20260202/5b2691d997384a87945ef8428d1a26d1/c.html
about 2 months ago
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Tilt to China -Many western countries are seeking to balance their global relationships because of Trump's unpredictability. He has challenged longstanding norms, started tariff wars with both friends and adversaries, and threatened to take over Greenland
www.newsweek.com/trump-china-...
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U.S. allies make dangerous bet on China over Trump
As U.S. allies tilt towards China, they may get less than they hope for and strain ties with Trump even further.
https://www.newsweek.com/trump-china-xi-britain-canada-trade-security-11443011?utm_source=bvMailing
about 2 months ago
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Scientists use Earth’s ‘digital twin’ to sharpen climate forecasts - EU-funded project to create a computer simulation of the world could also model biodiversity or pandemics
www.ft.com/content/da46...
via @ft
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Scientists use Earth’s ‘digital twin’ to sharpen climate forecasts
EU-funded project to create a computer simulation of the world could also model biodiversity or pandemics
https://www.ft.com/content/da46666f-718f-49b5-8eca-11d3408b6f77
about 2 months ago
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China's practices are leading the energy transition in the "electricity era" - China has become the first major "electricity nation," providing a model for the global green energy transition. More than a third of electricity used in China is green
www.nea.gov.cn/20260130/fc5...
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中国实践引领“电力时代”能源转型(和音)---国家能源局
国家能源网
https://www.nea.gov.cn/20260130/fc51882532304f96b983700f285fa8e0/c.html
2 months ago
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High Seas Treaty enters into force after decades of negotiations – formally known as the “biodiversity beyond national jurisdiction”, or “BBNJ” - Entered into force on 17 January, following its ratification by 60 states
oceanographicmagazine.com/news/high-se...
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High Seas Treaty enters into force after decades of negotiations - Oceanographic
The long-awaited treaty establishes a legal framework to protect biodiversity in the High Seas. NGOs now want concrete action on protection
https://oceanographicmagazine.com/news/high-seas-treaty-enters-into-force-after-decades-of-negotiations/?utm_source=cbnewsletter&utm_medium=email&utm_term=2026-01-28&utm_campaign=Cropped+Ocean+biodiversity+boost+Nature+and+national+security+Mangrove+defence
2 months ago
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The US National Defense Strategy - It signals the single greatest shift in American defense priorities since the end of World War II, with a significantly smaller role for the United States in global affairs
www.gmfus.org/news/us-nati...
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The US National Defense Strategy
https://www.gmfus.org/news/us-national-defense-strategy?utm_source=Concep&utm_medium=email&utm_campaign=World+Wire%3a+The+US+National+Defense+Strategy_01%2f29%2f2026#
2 months ago
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The reality of a world after rupture - Europe has a key role to play in building a successor to the US-led global order. This time, Europe has to be a saviour, not a destroyer
www.ft.com/content/b784...
via @ft
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The reality of a world after rupture
Europe has a key role to play in building a successor to the US-led global order
https://www.ft.com/content/b784dc0f-abbb-4d02-b78d-89c69b8082be
2 months ago
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Will AI and human capital operate as complements, making each other more productive? - Curiosity, critical thinking, and self-regulation matter more than ever in the AI age
www.imf.org/en/publicati...
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The Human Edge
Curiosity, critical thinking, and self-regulation matter more than ever in the AI age
https://www.imf.org/en/publications/fandd/issues/2025/12/the-human-edge-pablo-pena
2 months ago
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Humans vs bots - History tells us that technology is a net job creator in the long run. But in the short run AI can be very disruptive -
ep.ft.com/permalink/em...
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Around this time last year, I wrote a column arguing that it’s possible that artificial intelligence will both bolster the markets and compress wages and job growth in some fields at the same time, creating both more wealth and more political polarisation.
https://ep.ft.com/permalink/emails/eyJlbWFpbCI6ImVjNTkwMzkwNmVlYjVmYjliYzc5Zjg3ZjlkNmIzMzZlZTA4OTVmODUwYWQ2NWM5OTVhIiwgInRyYW5zYWN0aW9uSWQiOiI2YTE3Yjg3Yy0yZjg4LTQxY2ItODM2YS1kYzBiNTEwZjljZjQiLCAiYmF0Y2hJZCI6ImJmM2U2ZjZlLTYwY2ItNGI2Yi1iZWE2LTcxNTU5YTU1ZDQzNiJ9
2 months ago
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China Briefing 22 January 2026: 2026 priorities; EV agreement; How China uses gas - China’s carbon emissions reduction strategy will move from the “preparatory stages” into a phase of “substantive” efforts in 2026
www.carbonbrief.org/china-briefi...
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China Briefing 22 January 2026: 2026 priorities; EV agreement; How China uses gas - Carbon Brief
Environment ministry outlined key priorities for 2026 and China and the EU came to an agreement on EV tariffs.
https://www.carbonbrief.org/china-briefing-22-january-2026-2026-priorities-ev-agreement-how-china-uses-gas/
2 months ago
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Europe’s latest major gas vulnerability crashes into view: Given the strained transatlantic relations, attention has been focusing on how the transfer of gas import dependency from Russia to the US has left the EU vulnerable to geopolitical power plays
mailchi.mp/globalenergy...
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New gas vulnerability fears hit Europe; ADNOC weighs Venezuelan gas entry; doubts over major Australian CCS project
https://mailchi.mp/globalenergymonitor/new-gas-vulnerability-fears-hit-europe-adnoc-weighs-venezuelan-gas-entry-doubts-over-major-australian-ccs-project?e=95e7c0b7a2
2 months ago
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Greenland is ground zero for Arctic ‘Great Game’ - "The big question is: are we going to hold together international order? It will be huge chaos if we cannot, and we will all be in trouble.”
www.ft.com/content/3bc8...
via @ft
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Greenland is ground zero for Arctic ‘Great Game’
‘It may sound like American chauvinism . . . and it is. We’re done apologising about that,’ says a Trump official
https://www.ft.com/content/3bc80cb4-e08b-427e-81fd-a7ad5689f4a5
2 months ago
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