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 | 416 | Founded | 3 years ago | Last Issue | 5 days ago |
| Active | |||||
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drjennifericonsidine.substack.comLatest Issues
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...
The Shadow Fleet Oil Still Moves. The Costs Keep Rising.
Oil Still Moves. The Costs Keep Rising.
The Shadow Fleet: Oil Still Moves. The Costs Keep Rising.
The Shadow Fleet: Plenty of Oil, Nowhere to Hide.
The illicit trade in Russian and Iranian oil—long assumed resilient to Western sanctions—is showing visible signs of strain. As Javier Blas observed in February 2026, unsold barrels were accumulating in floating storage, traditional buyers...
Europe’s Diesel Problem: Refining Capacity Is Moving East
Global refining capacity has increased since 2019, but the growth has been highly uneven. On the last fully comparable global series, world atmospheric distillation capacity rose from 101.89 mb/d in 2019 to 104.52 mb/d in 2024, while Europe...
From Moore’s Law to the Power Constraint: Why the Next Digital Revolution May Be an Energy Story
Executive Summary
Azar’s paper reframes Moore’s Law around a constraint the energy industry understands very well: capacity is only useful if it can actually be delivered. In semiconductors, the problem is no longer simply how many tran...
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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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