Jason Bordoff sits down with David Fyfe, Chief Economist at the Gunvor Group, a global commodities trading house in Geneva Switzerland, to talk about the future of oil markets. David, who has more than 20 years of experience in oil and energy markets, previously was Manager of the International Energy Agency’s Oil Industry and Markets Division as well as editor of the IEA’s monthly Oil Market Report. They discuss: OPEC’s November deal to curb production; the realities of peak oil demand; natural gas spot price markets; and the role of U.S. shale in response to an oil price increase.
Indonesia’s economy is closely tied to its natural resources. It’s the world’s fourth largest producer of coal, and Southeast Asia’s largest gas supplier. But even with its connection...
Across the U.S., large scale renewable energy projects, transmission lines, and mining sites for critical minerals are built on or near tribal lands. For example, the federal government...
Geopolitics looms large over the global economy. A recent client survey by Goldman Sachs found geopolitics is the top investment risk of this year, overtaking inflation and the...
Cleaner alternatives to the oil and gas that power vital industries are necessary for economy-wide decarbonization. E-fuels, or electrofuels, are touted by some as a carbon neutral solution...
As of April 2024, 58 national hydrogen strategies and roadmaps have been published[1], while many other countries have mentioned targets[2]. A few strategies (Germany, France, Japan) have already...
On June 2, Mexican citizens will head to the polls to elect the successor to President Andrés Manuel López Obrador. Among the most confrontational points of contention between...
Long before crowdsourcing became a worldwide phenomenon, “Harambee” (“pulling together”) was the Kenyan national motto. In postcolonial Kenya, fundraising became a way to build schools and hospitals and...