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Archive

Not THESE Bonds!

Oct 5, 2026

Not THESE Bonds!

What mattered during the past two weeks in 2 minutes + all the numbers you need to know.

The Age of Electricity?

Sep 29, 2026

The Age of Electricity?

Four clarifications to keep in mind when reading the IEA's Electrification report, and they won't be in the newspapers. Deep dive.

Playing with Fire

Sep 21, 2026

Playing with Fire

Strategic context read for the week.

Sep 14, 2026

Gas Vegas Special: Out of the grey. The gas industry's brand story to the world.

Strategic reflections.

The Arctic Story Moves Up the List, and Russia Holds Cards.

Sep 7, 2026

The Arctic Story Moves Up the List, and Russia Holds Cards.

Context Read

No room to spare.

Aug 31, 2026

No room to spare.

The Global Energy Situation Room (31.08.26) Weekly Context Analysis

Energy, supply chains, data centres, and the world in a pressure cooker. Where is the release valve?

Aug 25, 2026

Energy, supply chains, data centres, and the world in a pressure cooker. Where is the release valve?

The Global Energy Situation Room (25.08.26) Deep Dive

Can We Stop the Spread? Energy, AI, and Supply Chains in a World on Fire.

Aug 17, 2026

Can We Stop the Spread? Energy, AI, and Supply Chains in a World on Fire.

The Global Strategic Context (17.08.26) Narrative Analysis in Focus

Chekhov's gun in Iran. Deal? Almost? No? Maybe?

Aug 10, 2026

Chekhov's gun in Iran. Deal? Almost? No? Maybe?

The Global Strategic Context (10.08.26) Narrative in Focus