Institutional research & analysis
COMMODITY
Greg Abel has replaced Warren Buffett as the head of Berkshire Hathaway. The company’s annual meeting last week was the first one helmed by him. Mr Abel formerly headed Mid…
India’s economic pains are intensifying every day that the Strait of Hormuz remains closed. Two and a half months after the Middle East conflict began, one…
China and the United States are facing off for nuclear energy dominance on the world stage. The United States has the world’s largest nuclear energy production capacity, but…
During President Trump's ongoing state visit to China, he and President Xi Jinping agreed that the Strait of Hormuz must be open for the free flow of energy. They along with their…
Kazakh officials are haggling with a Rosatom subsidiary, asserting that the Russian entity has failed to fulfill contractual obligations under a uranium mining agreement. Kazatomprom, Kazakhstan’s…
For decades, power in Iran was centralized in the hands of a single man: Supreme Leader Ayatollah Ali Khamenei. But since his killing at the onset of the…
The West’s international energy watchdog has warned that oil stockpiles were being drained at a record rate last month as the US’s war in Iran continues to choke…
China moved this week to take tighter control of its rare earths producers amid an escalating tit-for-tat battle with Washington over everything from tariffs and semiconductor warfare to pressure…
The Middle Eastern crisis has prompted a reprioritization among international oil companies. Previously unattractive drilling destinations are suddenly looking quite attractive—even Alaska. The oldest oil and gas producing part of…
Electric company annual reports describe technological risk in the vaguest of terms, asserting that firms face numerous, generalized risks— boiler plate to provide legal cover just in case something happens,…
Researchers are increasingly employing artificial intelligence to help them solve some of the biggest challenges facing the energy sector – including, ironically enough, the massive spike in energy…
War in the Middle East has reshaped near-term energy market expectations, with direct implications for hydrocarbon supply affecting power sectors across liquified natural gas (LNG) imports, oil imports,…
