Asia

20May

Coal’s New Role in the Global Energy Security Era

The Iran war is reshaping global energy markets and accelerating a trend many analysts underestimated: coal’s resurgence as a strategic alternative not just to natural gas but increasingly to oil itself. As conflict in the Middle East threatens shipping routes and injects fresh volatility into LNG and petroleum markets, countries across Asia are pivoting to […]
25Mar

The Global Pivot to Coal Is About More Than Electricity

The ongoing conflict in the Middle East is not only reshaping energy trade flows today but it’s also beginning to transform the marketplace for years to come.  Qatar, the world’s second largest exporter of liquified natural gas (LNG), is saying damage done to its LNG facilities means it could be five years before its exports […]
27Oct

Energy Reality Hangs Over Glasgow

The global energy crisis has come at an incredibly important moment. In the run up to the United Nation’s climate change conference in Glasgow, Scotland, the world is getting a fresh reminder of the importance of existing energy systems and the precarious nature of the energy security, reliability and affordability too often taken for granted. […]
13Oct

A Responsible Energy Transition Can’t Mean Energy Shocks

The word “transition” suggests a measured, thoughtful change, not a jump cut. That’s why the energy “transition” proposed in the reconciliation package doesn’t feel like a transition at all. It’s an upending of the nation’s energy mix and the jobs that support millions of families. As the global energy crisis deepens, it’s increasingly clear that […]
08Sep

Don’t Jeopardize the Affordability Underpinned by Dispatchable Fuel Diversity

Just a few weeks ago, industry observers declared the end of the era of cheap natural gas. With U.S. natural gas prices soaring past the $4/MMBtu mark and now sitting above $4.60—nearly double what they were this time last year – that call seems increasingly prescient. Not since 2014 have prices been at this level […]
18Aug

With Natural Gas Prices Soaring, Fuel Diversity Matters More than Ever

The era of cheap natural gas is officially over. According to Bloomberg, a decade of low natural gas prices – driven by surging production from the U.S., Australia and other nations – has finally been overtaken by demand from a recovering global economy. New supply, and the appetite of industry to provide it, isn’t keeping […]
07Jul

A Global Coal Boom

The global energy transition is feeling far more like global energy addition. Fossil fuels are having quite the moment. The Biden administration is lobbying OPEC to pump more oil and provide relief at the gas pump. Global natural gas prices are soaring, and coal prices and coal demand have jumped to record levels. Energy and […]
04Feb

Dr. Birol’s Most Vital, Most Critical Technology

For any “Groundhog Day” fans, watching Dr. Fatih Birol testify before Congress catches us all in a Bill Murray moment. For the last three years, the International Energy Agency’s (IEA) Executive Director, Dr. Fatih Birol, has testified in front of Congress on energy issues and the climate challenge. Each time he testifies he is as […]