Energy Flux yearbook: 2020
Deep-dives written from the dour depths of lockdown
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The Middle East energy war is spiralling out of control
🚨 EMERGENCY POD 🎧 Deciphering the wide-ranging implications of unprecedented strikes on energy installations in Iran and Qatar, and the prospect of uncontrolled military escalation
Israel takes energy warfare to the next level
Strike on Iran’s giant South Pars gas field goes beyond military escalation. This is a structural supply shock with cascading consequences for oil, condensate, LNG and power that energy markets have barely begun to price.
The Price of Vassalage
How Europe’s response to the Hormuz crisis is blunting the very tools it needs to escape import dependency
The Pain Factor
🎧 Why markets anticipate a long Hormuz closure