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

Global Economy: Steady amid Divergent Forces - Resilient growth as technology and adaptability offset trade policy headwinds. Global growth is projected at 3.3% for 2026 and 3.2% for 2027 www.imf.org/en/publicati...

Figures published yesterday show that by 2030 the EU could be reliant on the US for 80% of its LNG imports. This is an over-reliance on US LNG, the most expensive for EU buyers, contradicting EU plans to enhance EU energy security through diversification ep.ft.com/permalink/em...

IEA: 7 certainties about energy for this age of uncertainty - Geopolitical twists and turns are straining long-established relationships and upending deeply held assumptions www.iea.org/commentaries...

“To all intents and purposes, the 1.5C limit is now dead in the water” - Expected to breach the 1.5C warming threshold more than a decade earlier than previously thought if present rates of warming continue ep.ft.com/permalink/em...

The dangerous triumph of neo-mercantilism - Liberal trade policies are giving way to frictions that could lead to outright conflict www.ft.com/content/cd68... via @ft

EIA: Short-Term US Energy Outlook - includes oil and gas prices and production www.eia.gov/outlooks/ste...

The world's great climate collapse - These reversals represent a retreat from the goal of "net zero" emissions by 2050 — but not a wholesale retreat from climate action itself www.axios.com/newsletters/... #axiosfutureofenergy

Why Civilizations Flourish—and Fail - From Athens to the Abbasids to today’s Anglosphere, creativity and commerce drive greatness www.imf.org/en/publicati...

Five themes shaping the energy world in 2026 - Geopolitics and commodity markets, affordability and power prices and M&A woodmac.com/blogs/the-ed...

Why we should know what we don’t know - Cognitive blind spots are undermining our ability to see the world as it is, rather than as we would like it to be. An example is “group think” (adhering to the cosy assumptions of our tribe) www.ft.com/content/d8b2... via @ft

Climate policy suffers blistering setbacks in 2025 despite clean energy boom -Accelerating energy transition is important, but global energy demand is rising faster than renewables, with the gap widening. The difference is being provided by fossil fuels www.ft.com/content/b5e8...

Oil’s geopolitical premium vanished in 2025 - and may not return: Bousso - Global oil markets faced multiple black swan events in 2025, yet they were barely fazed. This calm may be the new normal in an era of energy abundance boereport.com/2025/12/22/o...

1 big thing: Exhaling after 2025's wild ride - The EU is scaling back its climate ambitions — partly in response to Trump, but also because of deeper, unresolved tension over global competitiveness considering its higher energy prices www.axios.com/newsletters/... #axiosfutureofenergy

Is the ‘energy transition’ a real thing? - “What has been unfolding is not so much an ‘energy transition’ as an ‘energy addition’.” The energy transition, in short, can’t be taken for granted — and arguably hasn’t really even begun www.ft.com/content/203a... via @ft

EU admits carbon border tax ‘too clunky’ as it closes loopholes - The European Commission announced several revisions, but CBAM is still facing a lot of resistance, including from the US and China www.ft.com/content/e801... via @ft

OPEC Secretary Generals Corner: Does the ‘fossil fuel’ label require a rethink? - OPEC is looking into rebranding fossil fuels www.opec.org/sgcorner-det...

Outlook 2026: The next oil shock – From peak demand mirage to structural tightness - Oil prices look set to come under pressure next year as oversupply hits, but longer-term the risk is underinvestment as demand continues to grow past 2030 pemedianetwork.com/petroleum-ec...

Trump’s war on Europe - American foreign policy now aims to help rightwing nationalists into power across the continent. "If today’s liberal Europe is to endure, these reactionary fantasies must be confronted and defeated" www.ft.com/content/b17e... via @ft

1 big thing: The EV rethink now spans oceans - Big news on both sides of the Atlantic shows how the EV future is a more distant horizon than advocates — and some automakers — once hoped www.axios.com/newsletters/... #axiosfutureofenergy

U.S. Shale Turns From Drilling Faster to Recovering More Oil - By turning to AI, longer laterals, and advanced proppants to extract more barrels from existing wells | OilPrice.com oilprice.com/Energy/Energ... #oilprice

Brent should average $65/b in 2026, Barclays says - Despite expecting a 1.9 million b/d surplus next year, it says inventories remain low, spare capacity is low and geopolitical tensions continue to pose asymmetric upside risks to prices boereport.com/2025/12/11/b... via @BOEReport

“The liberal world order is out; in its place comes survival of the fittest. Rather than old-fashioned superpower competition, Trump is keen to pursue imperial collusion with both Russia and China. The rest of the world, including Europe, is on the colonial menu” ep.ft.com/permalink/em...

A revealing late-night compromise on EU’s new Corporate Sustainability Due Diligence Directive - But will it be enough? Other tests of Brussels’ green agenda are coming thick and fast, including CBAM ep.ft.com/permalink/em...

FT: Special Report-The electrification of everything -"Many countries are moving away from fossil fuels by turning to electricity produced from renewable sources." There is a fallacy here. Wind+solar provided only 15% of electricity globally in 2024 www.ft.com/reports/elec...

Why Maga hates Europe: Trump takes the culture wars across the Atlantic - Part of it are disputes over trade, tech/climate regulation, and defence spending. But “the things that they don’t like about Europe are the things that they don’t like about the US” www.ft.com/content/db1c...

Greece’s Pierrakakis wins Eurogroup race - This may strengthen the hand of Greece's prime minister Mitsotakis who is pushing for a more pragmatic EU energy policy that balances decarbonisation with affordability, competitiveness and energy security www.politico.eu/article/grex...

1 big thing: Buildings go up as fusion work advances - "Historically, fusion has really been just only about the science of fusion, and that's gone very well." But now it's ready, at the stage to be talking about building facilities www.axios.com/newsletters/... #axiosfutureofenergy

The hidden cost of ultra-cheap solar power - Paradox: Low prices leave companies with little incentive to invest in environmentally sustainable practices www.ft.com/content/33b4... via @ft

Building energy resilience in an uncertain world - European planning has not been sufficiently strategic. "If we manage demand growth poorly, or if we close resources too quickly, we could have a lot more disruption than we have now.” www.ft.com/content/45d4... via @ft

Trump dominates democracy in Europe, int. POLITICO Poll shows - Europeans share Trump’s view that their leaders are weak — at least compared with the US president — and see him as more decisive. Europeans do not think their leaders are doing a good job www.politico.eu/article/dona...

Inside the failed green revolutions at BP & Shell - “Our optimism for a fast transition was misplaced and we went too far, too fast...Oil&gas will be needed for decades to come.” Both have since dramatically scaled back their energy transition businesses www.ft.com/content/c6d7...

How will the Power of Siberia 2 pipeline alter global energy markets? Economic cooperation between Russia and China has intensified. An FT Report brxcdn.com/fts-app-stor...

Ελληνικές διπλωματικές πηγές: Μόνη διαφορά με Τουρκία η οριοθέτηση ΑΟΖ και υφαλοκρηπίδας www.brief.com.cy/oikonomia/di...

US shale gas is back: new demand signals underpin upstream opportunity - Demand across the region is expected to grow more than 35% by 2040, requiring a near doubling of gas-focused capex to deliver almost 40 bcfd of new supply www.woodmac.com/news/opinion...

AI's energy gusher - The age of AI is ushering in the golden age of American energy. "Artificial intelligence is … going to be the next fracking boom. It is going to allow us to explore the subsurface in a way we never have before" www.axios.com/newsletters/... #axiosam

EU strikes deal to further weaken corporate sustainability laws - In response to pressure from companies and governments www.reuters.com/sustainabili...

Trump’s America and a clash of civilisations with Europe - The NSS makes clear that there is now a battle under way between two different versions of the west — which pits the US and Europe against each other www.ft.com/content/9536... via @ft

The White House’s rupture with the western alliance - Trump’s security strategy is a wake-up call for Europe on defence and growth. It confirms the urgency of European action www.ft.com/content/e055... via @ft

America’s economy is at the mercy of crony capitalism - There’s a large body of empirical evidence to show that countries with high levels of corruption also have weaker growth and share price returns, and higher levels of economic and market volatility www.ft.com/content/85fd...

US LNG exports will shrink if margin squeeze intensifies: Bousso - This is a trend that could deepen in the coming years, forcing exports to drop as global competition heats up boereport.com/2025/12/04/u...

Trump’s new Security Strategy paints Europe as weak and facing ‘civilisational erasure’ - It sees Europe as plagued by economic decline and the “stark prospect of civilisational erasure.” www.euractiv.com/news/trumps-...

EU plans strategic overhaul to fix energy grid bottlenecks - Will identify investment gaps and push countries to co-ordinate projects. The “biggest danger” to the bloc’s decarbonisation and energy security goals was the slow construction of its power grid www.ft.com/content/a22e...

Catch up quick on policy: Defense, solar, methane, drilling - Energy and minerals are stitched deeply into the just-released White House national security strategy that formalizes opposition to climate policies such as "net-zero" www.axios.com/newsletters/... #axiosfutureofenergy

The Most Boring Oil Month in Years Sets the Stage for a High-Stakes December - Oil markets are forming a consensus view on 2026 prices, with a Reuters survey of analysts/economists yielding a $62/b average, on expectations of an oversupply oilprice.com/Energy/Crude... #oilprice

Emmanuel Macron warns of ‘disintegration’ risk to world order in Xi Jinping meeting - They stressed need for multilateralism amid rising trade tensions www.ft.com/content/0664... via @ft

India and China make trade a climate issue as EU carbon levy looms - They united despite their many differences to push back against CBAM over steel and trade barrier concerns asia.nikkei.com/economy/trad... via @NikkeiAsia

‘Drill, Baby, Drill’: Europe Aims To Reduce Reliance on US LNG - However, notions of renewable energy and reducing GHG are nice, but costly energy prices are forcing a shift in Europe’s priorities - now reconsidering its anti-hydrocarbon stance oilprice.com/Energy/Natur... #oilprice

Oil’s resilience in the energy system - Τhe outlook for oil demand into the next decade looks more robust than it has for some time, with positive implications for the entire value chain go.woodmac.com/webmail/1315...

EU agrees full ban on all Russian gas imports by 2027 - All imports of Russian gas would be banned from autumn 2027, with earlier phaseout dates for liquefied natural gas and short-term supply contracts www.ft.com/content/84a8... via @ft