International Market Analysis

 

Category Archives: Energy Security

Europe’s Search For Gas Leads To Romania

Over three years after Russia invaded Ukraine, some European countries were still reliant on Russian gas. While the war in Ukraine compelled most of the European Union to diversify its energy imports and avoid buying gas from Moscow, certain countries, whether motivated by domestic politics or geography, such as Slovakia, Austria, and Hungary, continued buying. In January 2025, Ukraine

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The U.S. Needs To Drill Smarter, Not Harder

The Trump Administration is escalating military operations against the Houthi pirates and terrorists and focusing on the future of the Iranian nuclear program. If hostilities in the Middle East are affecting oil production and transportation, especially in the Persian Gulf, and specifically in the Strait of Hormuz, oil prices may be affected.  Simultaneously, the White

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Putin’s Trolling: A Strategic Minerals Offer For Trump

Just as President Volodymyr Zelensky was preparing to arrive in Washington, D.C., on Friday, February 28th, to sign an unprecedented US-Ukraine agreement on strategic minerals, Vladimir Putin came up with a proposal of his own, involving joint development with the U.S. of rare earth metals, aluminum, and hydropower in Russia. It’s trolling of the 99th

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How LNG Exports Will Define U.S. Energy Policy Under Trump 2.0

President Donald Trump’s guarantee to supply liquefied natural gas to Europe furthers his broader push for U.S. “energy dominance,” marking a stark reversal of the Biden Administration’s pause on the approval of new LNG export infrastructure permits. While Trump’s approach to energy policy correctly identifies LNG as a growth driver and an essential geopolitical lever, expanding LNG exports

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Trump’s Tariffs On Canada Put US Energy Security At Risk

In a far-reaching move set to take effect on March 4th, President Donald J. Trump imposed a 25% tariff on all foreign imports from Canada, a close ally and the US’ largest energy trading partner, as well as on Mexico. Additionally, a 25% tariff was announced on imported steel and aluminum. Canada is the largest supplier to the

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Renewables Meet Reality: Fuel Oil Still A Problem In New England

New England is traditionally associated with progressive approaches to the environment and the pursuit of renewable energy. States like Massachusetts, Connecticut, and Maine, legislated with binding laws that set limits on emissions to mitigate climate change. This is ironic because New England still relies on one of the world’s most polluting energy sources, fuel oil,

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Texas Grid Needs Connectivity And Weatherproofing

The Texas power grid, 90 percent of which is managed by the Electric Reliability Council of Texas (ERCOT), is unique in the United States. Unlike other states, Texas operates an independent power grid with very minimal connection to the two national grids: the Eastern Interconnection and the Western Interconnection. This independence is deeply rooted in

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The Year That Was: 2024 Energy Stocks – Winners And Losers

As the global energy landscape evolves, investors must assess the stability of traditional fossil fuels against the growth potential of renewable energy and advanced nuclear technologies. Some experts highlight a rising global backlash against renewables, as increasing evidence in Europe and elsewhere raises questions about long-term profitability and sustainability without government largesse. Others argue that

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Hidden Costs, Rusting Relics: Decommissioning Wind Turbines In The US

The U.S. Wind Turbine Database contains more than 74,695 wind turbines built since 1980, spread between 1,699 wind power projects in 45 states. However, thousands of wind turbines are reaching the end of their operational lifespan and need to be either repowered to make way for updated (often larger) turbines or entirely decommissioned to allow

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