Geopolitical Risk + Energy Transition + Climate Change = The Trifecta
BLUF Let me be clear. This post does not advocate increased shipping in the Arctic region or minimize the myriad geopolitical challenges involved. It explores an under-represented advantage of Arctic shipping routes – avoidance of some geographic chokepoints that are geopolitical hot spots. Houthi attacks on maritime vessels in…
BLUF Despite decades of Arctic region oil and gas development, current US policy about the Arctic region does not prioritize new energy exploration and development. National security and the environment are the high-level priorities. Climate change is wrapped tightly into the national security concerns. Why does this matter? Interests…
BLUF The top 10 energy companies in the world are enormous and rival the size of countries. With their size, where and when they act – particularly during the energy transition – matters. Energy companies play an important role in the US’s ability to pursue the vision outlined in the…
