Energy, (Geo)Politics & Money (EPM)’s Post

After a few days of silence – technical issues… – we welcome you back to EPM! In this roundup of the latest news in the interconnected worlds of Energy, (Geo)Politics and Money, curated from the world’s leading sources of information, we look at: - Why and how geopolitics are likely to provide support to oil prices this week - Why in the view of Mohammed El Arian, India has already become “systemically important” to the global economy, and what this will require from Indian policymakers - The most recent developments in the Israeli War on Gaza; where EPM explains the current U.S. plans, as well as Netanyahu’s response - Why the U.S. has asked Ukraine to stop attacking critical Russian energy infrastructure - The continued talks between the U.S. and Iran, on removal of the U.S. sanctions on Iran - U.S. and Japanese plans to significantly upgrade their security alliance to counter China - The strong pushback by European airlines against forthcoming European SAF mandates, which they say will harm their global competitiveness - Why inflation and financing concerns are causing South East Asian nations to slow down their energy transition plans https://lnkd.in/gD_NthAG #energy #energysecurity #energygeopolitics #geopolitics #politics #money #energypoliticsmoney #energyequity #EPM

EXPANDING WAR, A FUNDING WINTER & THE ENERGY TRANSITION The war that started in Ukraine reached the Middle East in October 2023 with the Hamas Attack on Israel. Now with the attack on a US Military base in Jordon, the war may expand to other regions of the Middle East and beyond. The entire region from the Mediterranean to the the Taiwan strait may therefore see turmoil and war. FOUR ELEMENTS OF GEOPOLITICIAL CONTROL Powerful nations exercise Global Geopoliticial control through Four principal elements : 1. A Strong Military Machine 2. Orchestrating incidents (eg Hamas attack) with plausible deniability 3. Crafty diplomacy 4. Banking, Finance and Economic policies The current crisis is driven and fashioned by the first 3 of the elements (above) including use of terror networks to create instability in the Middle East. While these are powerful levers, a decisive edge can be created by the creative use of (4) Banking, Finance and Economic policies ... that can deliver victory. Therefore we must expect item (4) to be played out next in markets around the world. Chinese stock markets have already lost 6 % of value in January 2024 and this may be just the beginning of further global turmoil. To overcome the massive challenges that may arise, my suggestion to companies would be : 1. Prepare for a FUNDING WINTER - It is just around the corner 2. Add or start up ENERGY TRANSITION projects within your Portfolio as they will keep you afloat in the extremely challenging time that is up ahead. Investors are expected to commit US $ 23 Trillion to the Energy Transition over the next 10 -1 5 years. If you align yourself with this trend, you are sure to get funded, even as the market sinks. Energy transition projects can be tailored to meet organizational constraints. Also, Energy transition initiatives that build New businesses and new Revenue streams can be initiated at very small capex. Starting up a few Energy transition projects (even small targeted ones) and ensuring that your BUSINESS PORTFOLIO contains them could be a decisive factor in survivability as it can bring in FUNDING (before the freeze sets in) and keep your organisation afloat for the next few years. CHOOSE WISELY ! Ashish Puntambekar #financialinnovation #energytransition #bankinginnovation #strategicthinking #pmgatishakti #cleanenergytransition

✍️World Economic Forum Defending our economy is one of the crucial ways to win this war. Ukraine has the companies in place to do that, with large-scale, bankable projects https://lnkd.in/dNq7cDvG

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 wildfire risk to Canada’s oil production   - Kamalanomics, or the Kamala Harris economic vision for America   - China’s massive week in diplomacy, as the country achieved not only the Beijing Declaration (which EPM covered last week), but also improved relations with the Philippines and India   - Israel’s new demands for a ceasefire in Gaza, which further complicate the negotiations taking place; where EPM notes these came at the exact time Netanyahu was in the US meeting with Biden, Harris and Trump who are all eager for an end to fighting   - The rocket strike on the Golan territories, which killed 12 people, and was blamed by Israel on Hezbollah, and as such increases the risk of further escalation of conflict in the Middle East   - First Solar’s plan to bring the US back to the cutting edge of solar power technology   - Australia’s plans to become a world leader in corporate climate disclosures, in line with new International Sustainability Standards Board guidelines   - The IPO of Ola Electric Mobility, India’s largest electric two-wheeler manufacturer, which is expected to raise up to $657 million at a market capitalization of over $4.0 billion   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 #EPM

EXPANDING WAR, A FUNDING WINTER & THE ENERGY TRANSITION The war that started in Ukraine reached the Middle East in October 2023 with the Hamas Attack on Israel. Now with the attack on a US Military base in Jordon, the war may expand to other regions of the Middle East and beyond. The entire region from the Mediterranean to the the Taiwan strait may therefore see turmoil and war. FOUR ELEMENTS OF GEOPOLITICIAL CONTROL Powerful nations exercise Global Geopoliticial control through Four principal elements : 1. A Strong Military Machine 2. Orchestrating incidents (eg Hamas attack) with plausible deniability 3. Crafty diplomacy 4. Banking, Finance and Economic policies The current crisis is driven and fashioned by the first 3 of the elements (above) including use of terror networks to create instability in the Middle East. While these are powerful levers, a decisive edge can be created by the creative use of (4) Banking, Finance and Economic policies ... that can deliver victory. Therefore we must expect item (4) to be played out next in markets around the world. Chinese stock markets have already lost 6 % of value in January 2024 and this may be just the beginning of further global turmoil. To overcome the massive challenges that may arise, my suggestion to companies would be : 1. Prepare for a FUNDING WINTER - It is just around the corner 2. Add or start up ENERGY TRANSITION projects within your Portfolio as they will keep you afloat in the extremely challenging time that is up ahead. Investors are expected to commit US $ 23 Trillion to the Energy Transition over the next 10 -1 5 years. If you align yourself with this trend, you are sure to get funded, even as the market sinks. Energy transition projects can be tailored to meet organizational constraints. Also, Energy transition initiatives that build New businesses and new Revenue streams can be initiated at very small capex. Starting up a few Energy transition projects (even small targeted ones) and ensuring that your BUSINESS PORTFOLIO contains them could be a decisive factor in survivability as it can bring in FUNDING (before the freeze sets in) and keep your organisation afloat for the next few years. CHOOSE WISELY ! Ashish Puntambekar #financialinnovation #energytransition #bankinginnovation #strategicthinking #pmgatishakti #cleanenergytransition

China vows support for development of private economy China has announced concrete measures in six areas to enhance support for the private economy, following previous measures rolled out in 2023 that saw private enterprises register high trade and investment growth. Zheng Shanjie, head of the National Development and Reform Commission, China's top economic planner, said on Tuesday that more pragmatic measures will be taken in six areas. He made the statement at a themed conference on the private economy's high-quality development, held in Jinjiang, east China's Fujian Province. The six areas are as follows: accelerating the legislative process of the law on the promotion of the private economy; improving multi-level communications and exchanges and listening to the real voices of private enterprises; strengthening the analysis of the private economy's development; attracting more private capital to participate in major national engineering projects, such as railways and nuclear power, as well as in others covering energy, water facilities, and ecological and environmental protection; promulgating good practices and cases for mutual learning; and improving work mechanisms with a view to better serving the private economy's development. #data #privateeconomy #Fujian

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 4% increase in oil prices last week, primarily due to the attacks on Russian refineries; and the start of the annual CERAWeek conference in Houston, which will focus on the topic of “energy security” in light of geopolitical tensions - Why China’s response to its economic challenges is difficult for many western analysts to understand, fundamentally because it focuses on building up new industries rather than propping up the old - Germany’s very dire economic outlook for 2024; which, EPM notes, is really the result of its political decisions in the geopolitical realm over the past 2 years - Russian president Vladimir Putin’s warning that formal entry of NATO onto the Ukrainian battlefield would leave the world just a step away from World War Three - Israeli prime minister Netanyahu’s strategy for dealing with the pressures from the Biden White House, which in essence is all about utilizing the polarized politics in the U.S. to his advantage - TotalEnergies’ progress in its solar business; where EPM explains why the company’s approach stands out as unique - The Economist’s view on how the energy transition will play out, and what this will mean for the world’s oil producing nations - The push by the European Union, Canada, Japan and 44 other countries to establish a tax on international shipping's greenhouse gas emissions - The summary of the decarbonization targets of the world’s largest oil companies https://lnkd.in/dusQVRhH #energy #energysecurity #energygeopolitics #geopolitics #politics #money #energypoliticsmoney #energyequity #EPM

IOA's country profile of Chad provides valuable insights into the country's economy, politics, and society. For the past two decades, the economy has become overly reliant on the oil industry. International aid, trade with the US and China, and economic reforms, on the other hand, have the potential to create new opportunities. Chad, despite facing drought exacerbated by climate change, has untapped solar energy resources. Explore IOA's comprehensive analysis of Chad's complex landscape. https://lnkd.in/eerrTcne #ChadInsights #ChadEconomy #ChadPolitics #ChadSociety #ConnectingAfricasPotential

🌐 Ukraine’s tech resilience shines! 💰 $43B foreign investments, EU pledges €50B. Discover investment opportunities in Ukraine! 🌿 Green Energy: Ukraine, a green energy leader, eyes collaborations for solar, wind, and hydrogen projects. EU support for a hydrogen corridor underscores Ukraine's potential in the renewable market. 💡 Military Technologies: Ukraine's expertise in IT fuels groundbreaking military tech like the Delta system. 🛡️ Explore investment opportunities in the Brave1 Defense Tech cluster.  Ukraine, the UK, and the Baltic states can forge partnerships in this innovative sector. 🤖 💻 IT and Wealth Tech: Ukraine, a global IT outsourcing hub, converges IT and finance in the burgeoning WealthTech sector. Collaborations with the UK and Baltic states promise growth in fintech. #dlf #SupportForUkraine #FreedomAndDemocracy #InternationalRelations #AidToUkraine #UkraineEconomy #GlobalPartnerships #TechInnovation

https://lnkd.in/dUU8Q_CQ If anyone has ever heard of Britain's HS2 a british highspeed train network, it was cancelled to stop almost midway due to cost overruns, was a feasibility study done in Britain? Have we seen Bloomberg publish in its criticism or is it because it was not financed by China? Productivity comes from investment by the state eg, Joe Biden's inflation reduction act and Chips act. Even when they know they don't have enough market to absorb all their production of chips, they invest to create jobs and enhance productivity. So, African governments must invest regardless of the risk especially in infrastructure. Sure Africans can make feasibility study mistakes, but is this an African thing or it is something that is everywhere? facts tell us differently. Making it look like Africans working with the Chinese are making mistakes is a biased imperialistic, and as usual hypocritical approach. This hypocrisy being copied and pasted by other Africans in the name of being scholars is unfortunate and ultimately dangerous.