Geopolitical Risk + Energy Transition + Climate Change = The Trifecta
BLUF Korea, Japan, and China are the #1, #2 and #5 largest importers of US LNG. Ensuring Korea’s reliable supply of US LNG is critical to the country’s energy security. Japan and China are less reliant on US LNG. Why does this matter? All points of exit for US…
BLUF Depending on their cargo, energy tankers use the Panamax or Neopanamax locks in different proportions. This variation influences how Panama Canal delays affect each segment. Chemical tankers, for example, almost exclusively use the Panamax locks, while liquified natural gas (LNG) tankers almost exclusively use the Neopanamax locks. Why…
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…
BLUF If you don’t understand what geopolitical risk means, allow Putin’s actions against commercial companies and nationalized industries to teach you. Since invading Ukraine in February 2022, Putin has done things “you just can’t do” and yet, he acted largely with impunity. Part of doing business internationally is overcoming…
BLUF The national security strategies (NSS) reflect three distinct phases of energy security since the first NSS in 1987. While each President approached energy security differently, the common threads and overarching national interests permeated every NSS iteration. The NSS is a critical document that outlines the country’s approach to safeguarding…
