Newsletter
🧊 Drilling on thin ice 🛢️
DEEP DIVE: War, climate and energy crises are destabilising Russia’s grand plans for Arctic oil
Deep Dives
One-off data models, long-form research and off-diary investigations into under-reported themes across gas, LNG and the broader energy transition. Deep Dives go beyond the weekly news cycle to interrogate the structural forces shaping markets — from geopolitical supply chain risk and policy architecture to emerging trade patterns and energy security dynamics. Available to subscribers on the Deep Dives and Premium subscription tiers. Latest issues below 👇
Newsletter
❄️Frozen out of a warming Arctic🔥
DEEP DIVE: Is Russia losing its grip on Arctic energy resources?
Newsletter
Scraping the barrel
DEEP-DIVE: We need to talk about energy return on energy investment (EROI)
Newsletter
Big Oil’s painful offshore wind pivot
DEEP-DIVE: European oil majors throw caution to the wind by embracing razor-thin margins
Newsletter
America’s LNG growing pains
DEEP DIVE: Manufacturers are howling at expensive gas. Activists clamour to ‘leave it in the ground’. Yet soaring exports seem unstoppable
Newsletter
Brazil’s onshore oil renaissance
DEEP-DIVE: The energy transition is roiling oil prices, favouring short-cycle investments
Newsletter
Breaking bad habits
DEEP-DIVE: Behavioural change requires radical system change. Fossil energy incumbents are banking on that not happening.
Newsletter
Bitcoin’s climate reckoning
DEEP-DIVE: Whatever the motive, Elon Musk’s bitcoin broadside can only be A Good Thing for cryptocurrencies and the climate
Newsletter
Net zero effort: We need to talk about the urgent need for behavioural change
DEEP-DIVE: The energy industry is transitioning too slowly to save us. There is no technological fix to the wasteful pursuit of affluence
Newsletter
Brave new world: Bitcoin opens digital frontier in global clean energy transition
DEEP-DIVE: The energy industry has an opportunity to help forge a new global monetary order 💥Energy Flux💥 Friday, 9th April 2021