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The global energy system is entering a decisive phase of structural transformation as nations implement increasingly stringent climate commitments and accelerate the shift toward low carbon technologies. Central to this transition is the strategic importance of Critical Raw Minerals (CRMs) and Rare Earth Elements (REEs), which underpin the manufacture of renewable energy infrastructure, electric vehicles, […]
The North Sea is undergoing a structural transition from a mature petroleum basin to an integrated multi-energy system. Norway’s large-scale offshore wind buildout, platform electrification, and Carbon Capture and Storage (CCS) deployment intersect with the United Kingdom’s regulatory tightening and declining oil output, while regional frameworks such as NSEC increasingly shape grid planning, hydrogen integration, […]
The partnership between VeneOranto (Atlas-Oranto) of Nigeria and Petróleos de Venezuela, S.A. (PDVSA), in a natural gas deal, holds significant geopolitical, environmental, and economic implications.
When Supply Ignores the Signal: How Producer Ambition Collides with Economic Gravity In August 2025, OPEC+ authorised a 548,000- bpd production increase despite persistent indicators of global demand fatigue, rising inventories, and decelerating economic activity
Focusing on the multifaceted nature of energy security, the International Energy Agency (IEA) and UK Government cohosted an Energy Security Summit on April 24th and 25th, 2025. The Summit brought together about 60 governments and 65 industry leaders, international organisations, civil society and other key stakeholders to discuss a response to the changing nature of […]
New Global Energy Bulletin: Geopolitics, Global Energy Security and the Strait of Hormuz
The global energy system is entering a period of heightened geopolitical risk and growing exposure to maritime chokepoints, especially the Strait of Hormuz, which transports nearly 20% of global oil supply. Our new analysis examines how severe disruptions in this corridor could drive oil prices toward $150–$200 per barrel and reshape global energy security and […]