Sitemap - 2025 - Energy Politics
Sanctions, Not Blockade: Maritime Energy Statecraft in Practice
From Wind Turbines to EVs: The Trade Law Red Line Governments Keep Crossing
The War-Risk Premium Is Back—and It’s Sailing on Tankers
Pricing the New Tanker War: How Large Is the War-Risk Premium?
A Final Note on Speculation Revisited: Fundamentals, Finance, and Oil Price Politics
Oil Shrugs. Gas Signals Opportunity.
The Oil Glut You Can’t See: Freight, Sanctions, and Oil on Water
Energy, Conflict, and Decline: Colombia’s Oil Sector in Historical Perspective
Canada’s LNG Bottleneck: What Red Tape Really Costs
The Peak We Missed: Why 2004 Still Matters for Energy Politics
Commodities Insights Digest 2025 Readers’ Choice Awards
Geopolitics, Sanctions, and the Future of Oil Prices
Happy Thanksgiving from Energy Politics! 🍁
Oil and Economic Theory: A Review and Update
Rules versus Discretion: The Fate of FAIT and the Restoration of Monetary Credibility
Strategic Flexibility under Carbon Uncertainty: Lessons from Real Options Economics
Oil and Gas Seeps, Slicks, Spills, Kicks, and Blowouts: Part I
Power, Precision, and the Price of Courage
Nuclear: New Sounds from Sweden — Fifteen Years Later
Energy Politics Update – November 2025
Is Mexico Still the “New China”? Fifteen Years Later
Oil and Gas Seeps, Slicks, Spills, Kicks, and Blowouts: Part I
Strategic Flexibility under Carbon Uncertainty: Lessons from Real Options Economics
Oil and Gas Seeps, Slicks, Spills, Kicks, and Blowouts: Part I
The Murban Moment: When a Light Sour Crude Sets the Medium Sour Agenda
“From Land Mines to Copper Mines” A Review
Europe and Central Asia (still) Facing an Energy Crunch
War Premium 2025: How Geopolitics and Logistics Are Repricing Energy
Europe and Central Asia (still) Facing an Energy Crunch
Balance Sheets vs. Battlefields: Why Oil’s Volatility Smile Persists
The Second Age of Uncertainty Premiums: Energy Markets in a Fractured World
Supply Chain Pressures Edge Higher Again
The Great Overhang: IEA Flags +2.5 mb/d Surplus as OPEC+ Unwinds Cuts
Energy Politics Briefing: bp vs. EIA vs. OPEC Outlooks (2025)
3.5 Million and Counting: Canada’s Oil Sands Break Records in 202
Venezuela, Trump, and Canada’s Heavy-Oil Trap
China’s Crude Stockpiling Is Quietly Backstopping Oil Prices
Charting a New Energy Future for Singapore: Review and Update
Baltic Barrels Under Fire: How Ukraine Is Targeting Russia’s Oil Lifelines
A Review of Exploring the Asian Premium in Crude Oil
Oil Glut or Mirage? Why 2025 May Not Be as Bearish as It Looks
Refinery Reinvestment: What §168(n) Really Does—and Why It Matters
Valuing Free Destination Flexibility in LNG: A Practical Approach
From Sanctions to Skew: Oil’s Next Move
EIA’s Surplus Story: Oil Glut Builds Even as Prices Edge Higher
Closer Than You Think: Canada’s Energy Bridge to Europe
18 Days to Europe: Why Canada Can’t Miss the Arctic Express
Carbon Capture: High Costs, Low Returns, and Broken Promises
Geopolitical Flashpoints Are Sustaining a Crude Risk Premium
From White Rose to Kitimat: How Canada Is Quietly Fueling Europe
A Review of the Asia-Pacific Energy Research Centre’s APEC Energy Overview 2025
Power of Siberia 2 and Arctic LNG 2: Rerouting the Global Gas Map
CCUS and the Price at the Pump
Pipelines and Sanctions: How Russia Is Re-Wiring Gas Flows to China
When Citizens Build the Grid: Lessons from Pakistan for Canada, the EU, and the U.S.
The New Geography of Russian Oil: Refinery Strikes, Shadow Fleets, and India’s Calculus
An Integrated Approach Towards Electric Drive Transportation in Canada
Steady at 2.2%: The New York Fed’s GDP Forecast and Energy’s Next Moves
Reconsidering Inventories: Strategic Storage in a Volatile Energy World
Absolutely Everything That You Need to Know About Electric Deregulation
5,000 km of Rail: How the Bi-Oceanic Corridor Could Reshape Trade Costs
Energy Economics and Some Energy Myths for the 21st Century
Powell at Jackson Hole: What It Means for Rates — and for Oil
Sakhalin Signals: Oil Market Implications of a Possible Peace Deal
White Rose: Valuation, Capacity, and the Missed Opportunity in Canadian Offshore
Argentina’s Market Test of Free-Market Economics
The Slide from Peak: A Wireless Space Solution to the Energy Crisis
Breakeven Oil Prices Then and Now (2009 vs. 2025)
Rate Relief: Why the Fed’s Easing Matters for Oil
From Oil to Options: Clean Development and Carbon Economics in Panama (2009)
1000 Years of Struggle: Mapping the Roots of the Israel–Hamas Conflict
Electricity: Powering the Change That America Needs
Global Margins in a Carbon-Constrained World
Decarbonizing the Sands: Costs, Timelines, and Trade-offs
Carbon Constrained, Demand Driven — The Oil Sands in a Divided Energy World
Emissions Trading: A Briefs Negative Resume
The Long-Term Future for Energy Resources’ Exploitation
The Eye of the Beholder – Oil Sands Calamity or Golden Opportunity?
The Fed's Reserve Elasticity Tracker: A July 2025 Snapshot
Is the Age of Oil Coming to an End?
The Russo-Ukrainian Gas Dispute of January 2009: A Comprehensive Assessment
Beyond Sentiment: Nuclear Energy and the Future of Power
The Real Price of Power: Strait Myths, Sanctions Games, and the LNG Cold War
The Evolution of the Russian Oil Industry (1860–2012): A Summary and Contemporary Reflection
The Response of Global Oil Inventories to Supply Shocks
Energy Price Forecasting During Disequilibrium: Wasted Days and Wasted Nights?
Book Review: Options Trading For Dummies by Joe Duarte
Forecasting World Oil and Gas Production Under Strong Economic Constraints
Review: “Escalation in Iran Bodes Ill for the Economy”
Review of “Commodities and Conundrums: Decoding Behavioural Finance in Market Dynamics”
Review of Energy Quantamentals: A Tale of Two Algorithms and OPEC+
A Pipeline Through a Troubled Land
Rethinking Oil Inventories: Spread Options and the Structure of Crude Markets
Kinew Revives Northern Export Dream: Oil Through Hudson Bay Back on the Table
Economic Impact of $8 Trillion Investment Pledges in the U.S.
Unlocking Natural Gas Demand in the MENA Region: What the Data Tells Us
Review of “Indexes of the Foreign Exchange Value of the Dollar”
A Review of Nuclear Fuel Banks: Moscow, Washington To Lead On“Mergers”
Understanding Crude Oil Prices
Grangemouth Closure: A Wake-Up Call for UK Energy Security
Forecasts on Saudi Arabia liquids production
The Oil “Price Rise” Factor in the Iraq War: A Macroeconomic Assessment
The National Energy Board (NEB) of Canada: A brief history
The USA's Grand Masterplan for Trade
Is U.S. Tariff Policy Truly Chaotic? A Data-Driven Look Inside Momentum and Perception
Iraq’s Oil Industry: Five Years of Occupation
A Review of "The Oil Depletion Protocol"
Revisiting Empirical Macroeconomics with Robert Barro (Harvard Economics Professor)
Is U.S. Tariff Policy Truly Chaotic? A Data-Driven Look Inside Momentum and Perception
THE SUM OF MANY HOPES AND FEARS ABOUT THE ENERGY RESOURCES OF THE MIDDLE EAST*
Review and update: Our Fair ‘Economic’ Share – Tristone’s Alberta Royalty Review Assessment
Another Smooth Day in the Fed’s Securities Lending Operation – April 10, 2025
What Is Energy Security? Part 5/5
Securing New Markets in Asia: The Value of Strategic Spot Crude Oil Sales to Teapot Refiners
DISCUSSING BRAZIL’S NUCLEAR FUTURE
Trade Wars--a contrarian positive perspective
Review of "A Theory of Fiscal Responsibility and Irresponsibility"
What Is Energy Security? Part 4/5
What Is Energy Security? Part 3/5
The Evolution of Russia's Oilfield Service Industry Amid Geopolitical Challenges
What Is Energy Security? Part 2/5
What Is Energy Security? Part I/5
A negotiation strategy to obtain a natural gas pipeline Alaska...
STILL ANOTHER LOOK AT GLOBAL WARMING
IMPLEMENTATION STRATEGIES FOR REGINA TRANSPORTATION SYSTEM
Renewable corn-ethanol and energy security*
Review of 'The World Crude Oil Storage Index as a Predictor of Price Trends'
Understanding Risk Premiums in Oil and Gas Inventories --
OPEC+ Stays the Course: Key Takeaways from the 58th JMMC Meeting
MORE FACTS AND FICTIONS ABOUT THE WORLD OIL SCENE
Paying at the Pump: Gasoline Taxes in America
Who Really Gains from Tariffs?
Need for a Balancing Act: Reducing Oil Dependence without Triggering a Global Crisis
Natural gas integration in Latin America: Moving forward or backward?
The Law of Unintended Consequences: A Change in the Value of Brent
SOME ECONOMIC ASPECTS OF THE RUSSIAN GAS PUZZLE
Challenges and Opportunities in Sino-DPRK Energy Cooperation
China’s Debate over Vietnam’s Reforms