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Brief: U.S. Energy Exports & China's Retaliatory Tariffs
Apr 10, 2025

Brief: U.S. Energy Exports & China's Retaliatory Tariffs

Which U.S. energy exports will be most impacted by China's retaliatory tariffs on imported U.S. goods?

ES #131: China's Tariff Retaliation Taps Critical Mineral Leverage
Apr 06, 2025

ES #131: China's Tariff Retaliation Taps Critical Mineral Leverage

China responds to President Trump's reciprocal tariffs with a combination of retaliatory levies and export restrictions on critical minerals like rare earth magnets

ES #130: The Strategic Case for Greenland
Mar 30, 2025

ES #130: The Strategic Case for Greenland

Why the Trump administration's Greenland interest extends far beyond untapped critical minerals

Brief: Power Demand Growth from AI or AC?
Mar 25, 2025

Brief: Power Demand Growth from AI or AC?

The underappreciated power demand growth from air conditioning needs in developing equatorial regions

ES #128: Tripling Global Nuclear Generation by 2050
Mar 16, 2025

ES #128: Tripling Global Nuclear Generation by 2050

Tech giants sign up to support the World Nuclear Association's goal of tripling global nuclear power generation capacity by 2050

Brief: Asia Natural Gas Regains Premium Over Europe As EU Storage Concerns Subside
Mar 13, 2025

Brief: Asia Natural Gas Regains Premium Over Europe As EU Storage Concerns Subside

Price action reflects the aftermath of hedge funds slashing long interest in Dutch TTF by more than 165 million contracts in the four weeks since TTF's mid-Feb rally

ES #127: The IEA's Peak Demand Fallacy
Mar 09, 2025

ES #127: The IEA's Peak Demand Fallacy

The IEA predicted a plateau or peak in global coal demand four times in four years... and was wrong each time. Asia's geopolitical and socioeconomic priorities will continue to dictate energy policy.

Brief: U.S. Trade Deficit Hits Record on Import Surge
Mar 07, 2025

Brief: U.S. Trade Deficit Hits Record on Import Surge

U.S. imports of goods and services jumped by $36 billion month-on-month in January for the largest monthly increase in history to the largest trade deficit in history

ES #125: Imbalanced Global LNG Import/Export Capacity Growth
Feb 16, 2025

ES #125: Imbalanced Global LNG Import/Export Capacity Growth

Comparing regional LNG infrastructure development for the next five years as trade negotiations pose knock-on effects for long-term energy flows

Brief: Asia Plans for More US LNG
Feb 12, 2025

Brief: Asia Plans for More US LNG

US LNG offers antidote to ballooning trade surpluses against the United States as major economies in Asia seek to shrink tariff targets

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