MenuUkraine’s post-war economic story will not initially be written by startups or fintech. It will be written in fields, furnaces, mines, pipelines, and ports (and drone production). Read the full article here.
Category Archives: Europe
What Hormuz Whiplash Means For Markets
The world is fighting a two-front energy war. One front runs through the Strait of Hormuz, where Iran and the United States are locked in a standoff. My old acquaintance, International Energy Agency Executive Director Fatih Birol, called this the worst energy shock in history, more severe than the 1970s oil crisis and the Ukraine war combined. The second front runs through
Trump’s Greenland Minerals Ambitions: What’s Beneath The Ice
On January 21, 2026, U.S. President Donald Trump announced a framework for a potential deal over Greenland after meeting with NATO Secretary General Mark Rutte. “We have formed the framework of a future deal with respect to Greenland and, in fact, the entire Arctic Region,” Trump wrote. This agreement prompted the U.S. president to back down from
Uncertainty: Top 5 Russian Energy Trends To Watch In 2026
The Russia-Ukraine war has been brutal to the Russian energy sector. New problems are emerging, and old issues are accumulating as Russia enters 2026. Losing Syria in December of 2024 and Venezuela in January 2026 exposes Russia’s global ambition as an emperor with no clothes. Ukraine’s bloody slog comes at a huge cost. Read the full article
Decline: Top Five 2025 Developments In Russian Energy
Exporting energy has long been recognized as a money-making machine for Moscow. It has not only filled the Kremlin’s war chest but also generated immense personal wealth for Russian leaders and affiliated oligarchs. But in 2025, the picture of Russian energy became much more complicated. The Russian energy sector now functions not only as a strategic asset
Moon Mining May Solve The EU’s Energy Resource Problems—But Not Today
Faltering energy security and unstable rare earths supply chains have prompted Europe to think creatively about securing its energy and strategic mineral supply. Brussels has decided to aim for the stars, literally, by putting its sights on the moon. In a European Commission report published on September 9th, the EU noted that to meet its energy
Europe Isolated: Qatar Threatens LNG Embargo Against The EU
Qatar has warned that it may stop exporting liquefied natural gas to the European Union in response to the Brussels corporate sustainability due diligence directive, which entered into force on July 25th, 2025. The CSDDD requires large companies to remedy environmental harm and human rights concerns (such as forced labor) in their supply chains or incur fines. The
The U.S.-EU Energy Deal: A Strategic Win For Europe?
This past Sunday, President Donald J. Trump and European Commission President Ursula von der Leyen announced preliminary terms of a trade deal between the U.S. and the EU from the Trump Turnberry golf resort in Scotland. A key component of the agreement is a pledge from the European Union to purchase $750 billion worth of energy
Renewable Energy Investors Receive Mixed Signals In The U.S.
The Trump Administration’s energy policies are shifting the investment priorities in American renewable energy, and not to its benefit. But the jury is still out whether the green transition can be stopped or reversed. In the first quarter of 2025, approximately $8 billion in clean energy investments and 16 large-scale projects were cancelled – the highest
The Ukraine Mineral Deal Might Help The U.S. Break China’s Monopoly
The United States and Ukraine signed a long-awaited deal on April 30 to give the U.S. priority access to Ukrainian critical minerals and other natural resources. After months of acrimonious disputes and negotiations over a ceasefire/peace between Russia and Ukraine, U.S. Treasury Secretary Scott Bessent is now touting the agreement as a signal to Russia that “the