International Market Analysis

 

Category Archives: Europe

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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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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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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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

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Recep Tayyip Erdogan’s Crackdown In Turkey Throttles European Energy

Befitting its status as a country bridging Europe and Asia, the Turkish government’s massive crackdown on the country’s Republican People’s Party (CHP) opposition party and arrest of Ekrem Imamoğlu, mayor of Istanbul and leader of the CHP, has immediate implications for the entire region.  Recent events are raising alarm bells in Europe that Turkish chaos

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Why The EU And U.S. May Not Rescue Russia’s Energy Industry

President Donald J. Trump’s efforts to attain peace between Russia and Ukraine have already prompted questions about the future of Russian energy exports, the country’s main cash cow, and whether the door will open to joint projects between Russia and the E.U or the U.S.  Whatever progress is made in any negotiations, will be difficult if

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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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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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Europe’s Energy Policy Failures Fuel Election Shocks

Europe has been rocked by a series of decisive elections in the past months. In Germany, the populist-right Alternative for Germany, known as the AfD, won Thuringia’s state election, marking the first victory of a nationalist party in a German state election since 1945. This follows the party’s political gains earlier this year when the

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Why Are U.S. EV Sales Flatlining?

President Biden wanted to make half of all new vehicles electric by 2030, but American consumers apparently are saying no. American market trends are skewing differently than expected. Despite the U.S. government’s efforts to subsidize electric vehicles, there is an apparent slowdown in sales. While global EV sales are steadily increasing, U.S. sales are falling

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