Energy Politics
Dr. Jennifer I ConsidineThe future research agenda for energy politics is concerned primarily with the future evolution of the geopolitics of energy in a rapidly changing landscape.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 409 | Founded | 3 years ago | Last Issue | 9 days ago |
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drjennifericonsidine.substack.comLatest Issues
Who Gets the Next Dollar?
There is a pleasing habit in modern financial commentary of attributing the price of money to the central bank. Interest rates rise because the Federal Reserve has raised them; they fall because the Federal Reserve has lowered them. The exp...
FREIGHT HAS CEASED TO BE A ROUNDING ERROR
The oil market is pricing two different futures.
Brent is above $100 and WTI near $96, yet the futures curves still anticipate normalization. The options market is far less comfortable, while the physical system is flashing stress: gasoil...
Plenty of Oil. Now Try Moving It.
Executive Summary
The September oil market is no longer adequately described as a conventional crude-supply shock. The increasingly binding constraint is the capacity to move, refine and deliver available petroleum. Disruption around Hor...
Energy Politics Update
The Market Is Pricing an End to the War. The Physical System Is Not.
The oil market has developed an interesting disagreement with itself.
Brent ended September 4 at $95.00/bbl, up from $89.75 on August 28, while WTI closed at $90.50/b...
Energy Politics Oil Market Update
Executive Summary
The futures market thinks this ends well. Eventually. Brent is near $89 and WTI $83, but the curves slide toward roughly $75 and $70 by mid-2028. That is the tidy version: Hormuz improves, inventories rebuild, supply r...
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Authors
The writers behind this newsletter.
Dr. Jennifer Considine, an expert in energy security and oil economics, with experience in market modeling, and policy research. She is a Senior Research Fellow at the CEPMLP Scotland and has published widely on global energy markets.
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