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...

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-...

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...

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

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...

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...

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...

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...

Iran holds the key to reopening global energy markets - Industry says naval convoys won't help restore traffic www.reuters.com/business/ene...

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...

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

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...

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...

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...

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...

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...

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...

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...

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...

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...

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

The nightmare Iran energy scenario is becoming reality - A longer war means a harsher global economic fallout www.economist.com/finance-and-...

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...

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-...

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...

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...

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...

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...

EIA: Ten years after first Sabine Pass cargo, U.S. LNG exports are still on the rise www.eia.gov/todayinenerg...

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...

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...

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...

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...

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...

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...

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...

Electricity Needs for AI, Data Centers May Turn LNG Glut into Gap by 2030 www.marinelink.com/news/electri...

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...

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...

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-...

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

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...

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...

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...

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

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...

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...

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...

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...

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