International Market Analysis

 

Category Archives: Articles & Blogs

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

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Natural Gas Is No Mirage — It’s Triage

There is broad scientific consensus: man-made climate change is real, dangerous, and accelerating. Addressing it demands urgency and pragmatism. The viable resources available—natural gas, nuclear power, and renewables—must be deployed strategically. Triage, not idealism, must guide the response. In his Financial Times article, Stanford Professor Bård Harstad contends that natural gas, although cleaner than coal,

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Russia Challenges U.S. Interests in the South Caucasus

The U.S.-Russian confrontation is escalating. President Trump has threatened 100 percent secondary tariffs on countries buying Russian oil and other exports, promising to impose them within 50 days unless Russia and Ukraine reach a ceasefire. The Senate, led by Sens. Lindsay Graham (R-SC) and Richard Blumenthal (D-CT), is proposing a 500 percent tariff package targeting nations that purchase Russian

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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

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Trump Shouldn’t Let Big Beautiful Bill Boost China’s Clean Energy Edge

On July Fourth, President Donald Trump signed the “One Big, Beautiful Bill” into law, introducing significant changes that will dramatically reshape America’s energy landscape. The newly minted OBBB Act leaves businesses and policymakers trying to determine its potential impact on jobs, investment, and the nation’s position in the global energy race.  Read the full article

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Leaders May Step Up Pressure On Russian Gas Sales To End Ukrainian War

Telling the BBC that he is “disappointed but not done with Vladimir Putin,” President Donald Trump has threatened 100% tariffs against Russia, including secondary tariffs against countries that help dodge sanctions on the Kremlin’s energy exports., The U.S. Senate is considering a bill to give the president the ability to impose additional “sledgehammer” measures with up

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Can Nuclear Energy Power Africa?

As countries around the world seek stable, abundant, and reliable baseload power, nuclear energy is becoming an increasingly appealing choice. While large and expensive conventional nuclear reactors (1GW per unit and larger) are not for every market. Small Modular Reactors, downscaled versions of conventional nuclear reactors capping out at 300 MW with lower startup and

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Time To Reinvent U.S. Critical Minerals Strategy

For the Trump administration, critical minerals are a global policy priority. President Donald J. Trump is trying to get China to relax bans on rare earth minerals desperately needed for American industries, including defense and tech. From Greenland to Ukraine, the U.S. is signaling interest and engagement, be it intent to acquire or a comprehensive energy and

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How The War With Iran Endangers U.S. Allies And Global Energy Security

More 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

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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

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