Geopolitical Risk + Energy Transition + Climate Change = The Trifecta
BLUF A coalition of countries must cooperate to enforce international law and protect at-risk global shipping. Examples already exist to do this, which may be leveraged if needed in a contested South China Sea or an ice-free Arctic. Members and observers of the Arctic Council and Barents Euro-Arctic Council…
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 Post-World War II organizations and agreements among countries are the foundation of today’s globalized economy. Though the specific wording is sometimes debatable, the concept is difficult to dispute. This primer post will cover the topic at a high level only and not dive into the numerous nuances. Additional reading…
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…
