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 | 420 | Founded | 3 years ago | Last Issue | 9 days ago |
| Active | |||||
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drjennifericonsidine.substack.comLatest Issues
Beneath the Surface
The Historical Foundations of Russia’s Resource Dependence and the Geopolitics of Oil in 2026
An independent review of Parshina and Ducoing (2026), with official Russian statistics and an October 2026 assessment
The Oil Market's Great Inventory Gamble
Executive Summary
The oil market is pricing recovery. The physical market is still paying for the shortage.
Brent is trading near $117/bbl, yet December 2027 futures stand at approximately $87/bbl, implying $30 of backwardation over tw...
The Changing Geography of Canada's Oil Discount
For much of the past two decades, the explanation for discounted Canadian crude was straightforward. Alberta produced more oil than its pipelines could carry. Storage accumulated, rail shipments increased, and Western Canadian Select (WCS)...
The Invisible Hand Has Not Lost Its Touch. Only Its Shortest Route.
The World Has Oil. Finding a Way to Deliver It Is Another Matter.
The Iran war has transformed the geography of energy trade. Russian refinery disruptions have compounded the shortage of diesel, while tanker markets, strategic inventori...
The Curious Case of the Missing Diesel
The Barrels Are Coming Back. The Bottlenecks Aren’t.
Crude oil is recovering faster than the system needed to refine, transport and deliver it. The distinction is becoming increasingly important for prices, investment and energy security...
Key Facts
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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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