
The future research agenda for energy politics is concerned primarily with the future evolution of the geopolitics of energy in a rapidly changing landscape.
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The oil market is adapting successfully to disruption while gradually exhausting the buffers that made adaptation possible. Hormuz remains partially constrained as opposed to fully closed. Gulf cargoes are still moving. China preferrs to dr...
Oil prices have eased over the past week, but market structure tells a more complicated story.
Brent crude, which traded near $109/bbl during the most acute phase of recent...
Over the past six months Venezuela’s oil sector has staged a remarkable recovery from December’s near-shutdown under the U.S. blockade. Production is climbing back toward 1.1–1.2 mbd, while exports surged from near zero...
The oil market is no longer trading only the risk of a Strait of Hormuz outage; it is now adapting to a semi-permanent disruption. US–Iran de-escalation rhetoric briefly pressured prices lower, but the core balance re...
Much shorter exec sum with prices
Oil markets remain structurally tight as the Strait of Hormuz disruption continues to impact crude flows, refined products, and global shipping logistics. Brent crude closed near $109...
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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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