MenuMore than 20 years in the making, the Iranian nuclear technology program may have finally hit a brick wall. The Iranian government may not survive the successive blows Israel’s Operation Rising Lion is now delivering. Regardless of the outcome, the implications for global energy and security in the Middle East will undoubtedly be historic. Read
All posts by Ariel Cohen
Brussels, Washington, And The Kremlin’s Exports, Oil And Gas For War
A major Ukrainian drone operation dubbed ”Spiderweb”, conducted on Sunday, June 1, damaged strategic bomber assets deep in Russia. The attack, combined with a strike against the multi-billion-dollar Kerch Strait bridge built after Moscow annexed the Crimea in 2014 to connect it to the Russian mainland, was a huge blow, both in image and in substance. However,
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
Trump’s Tariff Pressure Can Stimulate U.S.–Asia Energy Cooperation
U.S. President Donald Trump’s Energy Dominance Council plans to host a liquified natural gas summit in Alaska on June 2, where it hopes to announce that Japan and South Korea have committed to the long-pursued Alaska LNG project to ease American gas shipments to Asia. Since his return to the Oval Office, Trump has positioned hydrocarbons as
Gloomy Days For Global Solar Power
The tariffs announced by the Trump Administration at the beginning of April have cast a shadow across international energy supply chains. The new policies were delayed for ninety days less than a week later, and the much-feared shortages and price hikes haven’t yet materialized. Nevertheless, the mood in the industry remains pessimistic. In May, the U.S.
Trump’s Nuclear Revival: Playing Catch Up
President Donald Trump signed four executive orders on May 23rd to enhance America’s nuclear energy production capabilities. U.S. demand for electricity is projected to grow by almost 16% by 2029 after having been nearly flat for over two decades. A combination of factors is driving the need for more power, led by a jump in
Dr. Ariel Cohen on i24: Trump’s Middle East Visit and Ukraine Talks in Istanbul
This edition of the Global Take features Dr. Ariel Cohen’s appearence on i24 News where he analyzes developments in the talks between Russia and Ukraine in Istanbul as President Trump visits the Middle East.
Will Kazakhstan’s Uranium Fuel An AI Boom In Central Asia?
Governments are seeking to leverage AI investment to accelerate societal and economic development and bootstrap to the next level of economic development. While some observers express concerns that the growth of AI could widen the gap between the developed world and emerging markets, it also provides an opportunity for energy-rich developing countries to technologically leapfrog. Few
Dr. Ariel Cohen on Belsat TV: Trump’s First 100 Days
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