Semafor Net Zero: One Good Text
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Our current geopolitical environment can be characterized as a “mega-VUCA” world. In this volatile, uncertain, complex, and ambiguous environment, energy and geopolitics remain closely intertwined. The fate of the North American Free Trade Agreement (NAFTA) or Brexit could have significant energy market implications. Similarly, US sanctions policy could have an impact on energy supply and European energy security. Tensions between Qatar and its partners in the Gulf Cooperation Council could disrupt global LNG markets. And fragmenting relations among nations could disrupt energy trade flows around the world.
On October 11–12, 2017, Columbia University’s Center on Global Energy Policy, in collaboration with Statoil’s Global Strategy and Business Development unit, hosted a workshop at the Columbia Global Center in Paris to explore the intersection of energy and geopolitics in oil and gas markets, in climate policy, and across a range of cross-cutting topics, such as national security and cybersecurity. This summary highlights the main points of discussion during the two-day workshop, which was conducted under the Chatham House Rule on a nonattribution basis.
Calls to "Drill, baby drill" are back with Donald Trump's return to the White House, and for US natural gas production, the catchphrase might also be a necessity over the next three years if demand for the fuel grows as steeply as expected.
China’s demand for oil, long an important driver of global oil demand growth, slowed dramatically during January–September 2024.
The US Federal Reserve (Fed) commenced its monetary easing cycle on Wednesday with an aggressive 50 basis points policy rate cut.
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Summaries by , , • December 11, 2017