Energy, (Geo)Politics & Money (EPM)

Welcome to EPM, where we take our daily look at the interconnected worlds of Energy, (Geo)Politics and Money. Curated from the world’s leading sources of information, we provide you both the information and the objective, neutral commentary that you need to make sense of it all – and beat the market. In this roundup, we look at: - The oil demand growth forecasts by Gunvor and Vitol - The upheaval in Israel politics, as prime minister Netanyahu has fired his defense minister Gallant, while his media advisor is arrested for leaking state secrets; where EPM explains why we believe this confirms our earlier assessment that there are internal power struggles underway in both the US and Israel, and that the outcome of these power struggles will determine future Middle East policy - Why the upcoming COP29 summit is likely to disappoint the developing world—again - Why Tesla has dropped plans to bring a conventional, $25,000 EV to the market https://lnkd.in/g5krSaCR If you enjoy EPM's updates, please consider subscribing (so that you don't miss our updates) or sharing with an interested colleague! #energy #energysecurity #energygeopolitics #geopolitics #politics #money #energypoliticsmoney

Welcome to EPM, where we take our daily look at the interconnected worlds of Energy, (Geo)Politics and Money. Curated from the world’s leading sources of information, we provide you both the information and the objective, neutral commentary that you need to make sense of it all – and beat the market. In this roundup, we look at: - The start of the ADIPEC conference in Abu Dhabi, where the focus is clearly on the role of oil and gas in the future energy mix, rather than energy transition - The prospect for ceasefire in Gaza and Lebanon - The first combat engagements of North Korean troops in Russia, in its Kursk province - Why India and the West see the current geopolitical environment in very different terms - How the government in Shanghai wants to convert the world’s busiest port into a center for greener shipping And much more! https://lnkd.in/gMsASge7 If you enjoy EPM's updates, please consider subscribing (so that you don't miss our updates) or sharing with an interested colleague! #energy #energysecurity #energygeopolitics #geopolitics #politics #money #energypoliticsmoney

Welcome to EPM, where we take our daily look at the interconnected worlds of Energy, (Geo)Politics and Money. Curated from the world’s leading sources of information, we provide you both the information and the objective, neutral commentary that you need to make sense of it all – and beat the market. In this roundup, we continue our closer look at the conflict in the Middle East and we cover so much more! https://lnkd.in/gv7c4RRf If you enjoy EPM's updates, please consider subscribing (so that you don't miss our updates) or sharing with an interested colleague! #energy #energysecurity #energygeopolitics #geopolitics #politics #money #energypoliticsmoney

Welcome to EPM, where we take our daily look at the interconnected worlds of Energy, (Geo)Politics and Money. Curated from the world’s leading sources of information, we provide you both the information and the objective, neutral commentary that you need to make sense of it all – and beat the market.   In this roundup, we take a closer look at the Kazan Declaration issued at the end of last week’s BRICS conference in Kazan, Russia. Providing this analysis was harder than we at EPM thought it would be, as the Declaration – based on a gathering of 36 countries that together represent essentially half of the globe’s population and economy – was hardly discussed in the sources of news that we typically refer to.   https://lnkd.in/gh_Rqf6E If you enjoy EPM's updates, please consider subscribing (so that you don't miss our updates) or sharing with an interested colleague! #energy #energysecurity #energygeopolitics #geopolitics #politics #money #energypoliticsmoney

Welcome to EPM, where we take our daily look at the interconnected worlds of Energy, (Geo)Politics and Money. Curated from the world’s leading sources of information, we provide you both the information and the objective, neutral commentary that you need to make sense of it all – and beat the market. In this roundup, we take a closer look at Israel’s strike on Iran over the weekend. And, so much more! https://lnkd.in/grNUeZ6C If you enjoy EPM's updates, please consider subscribing (so that you don't miss our updates) or sharing with an interested colleague! #energy #energysecurity #energygeopolitics #geopolitics #politics #money #energypoliticsmoney

Welcome to EPM, where we take our daily look at the interconnected worlds of Energy, (Geo)Politics and Money. Curated from the world’s leading sources of information, we provide you both the information and the objective, neutral commentary that you need to make sense of it all – and beat the market. In this roundup, we take a closer look at developments in the Middle East, where EPM notes the Israeli objectives are becoming ever clearer. Furthermore, we look at: - The decline in Saudi’s oil and gas income, to the lowest levels since 2021 - The view that the energy transition will not lead to lower oil and gas demand until 2040 - The IMF outlook for the world economy in 2025 - The BRICS meeting in Russia, where, against the backdrop of the conflict in the Middle East, China and Russia present themselves as the true protectors of “fairness and justice”, and discuss a BRICS SWIFT system and currency to break free from US sanctions policies - KKR acquisition of 25% of ENI’s biofuel business, at a $13 billion value - Why Wall Street speculators have begun betting against the energy transition https://lnkd.in/gkfpn8vk If you enjoy EPM's updates, please consider subscribing (so that you don't miss our updates) or sharing with an interested colleague! #energy #energysecurity #energygeopolitics #geopolitics #politics #money #energypoliticsmoney

Welcome to EPM, where we take our daily look at the interconnected worlds of Energy, (Geo)Politics and Money. Curated from the world’s leading sources of information, we provide you both the information and the objective, neutral commentary that you need to make sense of it all – and beat the market. In this roundup, we look at: - The role of Russian LNG in supplying the EU’s gas need, and the US objective to change this situation (in its favor) - US secretary of state Blinken’s 11th trip to Israel to discuss a ceasefire; which, EPM notes, comes shortly after many in Israel’s current political leadership attended a conference to discuss depopulation of Gaza and the return of Israeli settlements in the area - The refusal of the US to give Ukraine the support it needs to win its war with Russia - Petronas’ plan to divest part of its renewable energy subsidiary Gentari What is on the agenda for the UN’s 16th annual biodiversity conference, COP16 in Cali, Colombia; and why there is growing interest by big business in it, as companies around the world are increasingly touting their ambitions to be “nature positive” alongside their net zero targets https://lnkd.in/grvRXkHN If you enjoy EPM's updates, please consider subscribing (so that you don't miss our updates) or sharing with an interested colleague! #energy #energysecurity #energygeopolitics #geopolitics #politics #money #energypoliticsmoney

Welcome to EPM, where we take our daily look at the interconnected worlds of Energy, (Geo)Politics and Money. Curated from the world’s leading sources of information, we provide you both the information and the objective, neutral commentary that you need to make sense of it all – and beat the market. In this roundup, we look at oil’s disastrous week last week. It recorded the biggest decline since early September, down 7 percent. The biggest driver for the decline was the new last Monday, that Biden and Netanyahu had agreed that Israel would not attack Iran’s nuclear or oil facilities. Because geopolitics are very clearly driving, EPM continues is close analysis and commentary of events in the Middle East. Israel’s attacks caused mass casualties over the weekend, even greater than normal. Much of this force is directed at the area’s northern parts, where EPM discusses further evidence that, as per our EPM assessment, Israel is working towards establishment of a depopulated “buffer zone”. In Lebanon the situation is similar, as Israel attacks continue and are broadening, now also targeting financial institutions linked to Hezbollah. Meanwhile, the US has send Amos Hochstein – the former IDF soldier, how as the Biden’s administration’s lead for energy affairs has now become the US’s top diplomat for Middle Eastern affairs – to Beirut with an Israeli ceasefire proposal. Included in this proposal is the demand that Israeli will have an indefinite right to attack Lebanon from the air and land, which in the EM view indicates the real objective is a continuation of the war, and thus further escalation. As to Iran, the big news is the US information about Israel’s plan of attack appearing on the internet. EPM discusses the main possible explanations, which all lead to a common conclusion: the plans to attack Iran are real and extensive. In short, EPM believes the current risk premium in oil underestimates the situation. https://lnkd.in/gpCx474j If you enjoy EPM's updates, please consider subscribing (so that you don't miss our updates) or sharing with an interested colleague! #energy #energysecurity #energygeopolitics #geopolitics #politics #money #energypoliticsmoney

Welcome to EPM, where we take our daily look at the interconnected worlds of Energy, (Geo)Politics and Money. Curated from the world’s leading sources of information, we provide you both the information and the objective, neutral commentary that you need to make sense of it all – and beat the market. In this roundup, we look at: - China’s additional financing support, of up to $562 billion for its real estate sector - Ukrainian president Volodymyr Zelenskiy “plan to win the war in 2025”; where EPM notes it hardly discusses ideas to change the current battleground reality, but rather offers to make Ukraine a basis for NATO and a source of natural resource for NATO countries - The UN and US pressure on Israel, to allow more aid in Gaza; which in the EPM is as much a distraction from the real issues as was the US built pier - The American attack on Yemen, using the B-2 bomber and “bunker busting” bombs, which according to US secretary of defence Austin was designed to threaten “US adversaries” (read: Iran); where EPM why this left us shocked and worried for the future of the world - China’s formal announcement that when it comes to Taiwan, it reserves the right to use force, but directed only against “external interference and a small minority of separatists” - The ADNOC energy transition strategy, or how it plans to “future proof” the state oil company for the next 25 years - The tech world’s focus on nuclear energy to power its data centers, with Amazon and Google both announcing substantial investment in Small Modular Reactors (SMR) - Why BYD is winning the global race to make EVs cheaper https://lnkd.in/gucXD726 If you enjoy EPM's updates, please consider subscribing (so that you don't miss our updates) or sharing with an interested colleague! #energy #energysecurity #energygeopolitics #geopolitics #politics #money #energypoliticsmoney

Welcome to EPM, where we take our daily look at the interconnected worlds of Energy, (Geo)Politics and Money. Curated from the world’s leading sources of information, we provide you both the information and the objective, neutral commentary that you need to make sense of it all – and beat the market.   In this roundup, we take a closer look at the situation in the Middle East. We wish it was different, but this is what EPM believes will be driving short term developments in oil markets – with a significant risk for further and larger medium-term implications if the conflict were to escalate. And so much more! https://lnkd.in/gPZ9in_2 If you enjoy EPM's updates, please consider subscribing (so that you don't miss our updates) or sharing with an interested colleague! #energy #energysecurity #energygeopolitics #geopolitics #politics #money #energypoliticsmoney