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ES #130: The Strategic Case for Greenland

ES #130: The Strategic Case for Greenland

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

Brief: U.S. Energy Exports & Extended Red Sea Diversions

Brief: U.S. Energy Exports & Extended Red Sea Diversions

U.S. strikes on Yemen's Houthis rekindle Red Sea transit risks. Satellite tracking data shows the effects of the Houthi's protracted Red Sea attacks. Meanwhile, easing drought conditions are evident Atlantic-Pacific transits through the Panama Canal.

Brief: GDP and FX to Amplify Tariff Squeeze

Brief: GDP and FX to Amplify Tariff Squeeze

How much the Canadian and Mexican economies rely on trade with the United States

Brief: Iraq, Kurdistan to Resume Crude Flows to Mediterranean

Brief: Iraq, Kurdistan to Resume Crude Flows to Mediterranean

Crude flows through Iraq-Ceyhan pipeline to Turkey to resume after two years of disputes

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

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: Guyanese Crude Wins Tailwinds From Canada's Tariff Uncertainty

Brief: Guyanese Crude Wins Tailwinds From Canada's Tariff Uncertainty

A closer look at Guyana's full year of 2024 production data and the repercussions of Canada's new export capacity to the US West Coast

ES #124: Easing Trade Disruptions vs. Tariffs

ES #124: Easing Trade Disruptions vs. Tariffs

The inertia of 2024's geopolitical and weather-driven supply chain disruptions slows, setting the stage for emerging trade disputes between the US and major exporters

Brief: US Manufacturers' Two-Year Recovery & China's Retaliation

Brief: US Manufacturers' Two-Year Recovery & China's Retaliation

US manufacturing activity ends a 26-month streak of sector contraction with yesterday's ISM manufacturing PMI. Meanwhile, China's retaliatory tariffs strike US energy exports.

ES #123: Assessing Regional Impacts of U.S. Tariffs on Canada & Mexico

ES #123: Assessing Regional Impacts of U.S. Tariffs on Canada & Mexico

A look at the energy market impacts of the Trump administration's tariffs on Canada and Mexico

Brief: Tanker Rates & Tariffs to Support US Energy Exports

Brief: Tanker Rates & Tariffs to Support US Energy Exports

US Sanctions on Russian tankers elevates Asia's competition for Middle Eastern crude supplies with knock-on effects for US energy exports as Trump tariffs inch closer

Brief: LNG Bunker Sales +311% Y/Y

Brief: LNG Bunker Sales +311% Y/Y

The Port of Singapore's LNG bunker sales through October gained over 311% Y/Y to 388K metric tons as shipping firms place more bets on LNG-powered dual-fuel vessels.

Importers Race Against Tariffs & Strikes

Importers Race Against Tariffs & Strikes

West Coast ports hit record high containerized imports ahead of the ILA's Jan 15 strike and Trump administration tariff threats