Hot take
Lies, damned AIs, and oil prices
Algorithmic execution has created the perfect insider-trading machine
Deep Dives
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.
Deep Dives
Venezuela’s Gas: The World’s Most Expensive Bonfire
As the world fixates on oil, Venezuela burns $1.4bn of gas — while sitting on an untouched methane empire that could redraw regional power
Hot take
Venezuela: what happens next?
Chaos looms after audacious decapitation of Maduro regime
geopolitics
The Shifting Sands of Gulf Security
DEEP DIVE: Decoding the Saudi–Pakistan Mutual Defence Pact
The Energy Flux Podcast
Make Alaska Russian Again?!
VIDEO PODCAST 🎧 Dissecting the many layers of significance to today's Trump-Putin summit in Anchorage
gas flaring
Torching value
DEEP DIVE: The $16 billion global gas flaring scandal — quantified, by country, for the first time
Hot take
Don’t forget the macro!
HOT TAKE: Oil and gas prices will surge on Monday’s market open. But this won’t mark a structural shift.
Newsletter
Back to Baku
Reporting from Baku Energy Week, and a press trip out to Oil Rocks - one of the weirdest places in the energy world
Hot take
Chaos theory
HOT TAKE: Trump’s impossible energy trade demands are a fractal of infinite contradictions
Deep Dives
Russia goads Britain with Antarctic oil fable
DEEP DIVE: British Conservatives want to drill for oil in the South Pole. They are playing into Russia’s hands
Deep Dives
War, peace and energy in the land of fire
DISPATCH FROM BAKU: Can a ‘green corridor’ of energy trade heal deep wounds in the South Caucasus?