According to BCA Research's Commodity & Energy Strategy service, Qatar will be the winner as it takes advantage of the global energy transition towards renewables and the world fragments under economic and…
Qatar’s strategy to raise LNG output 84% by 2030 is a bold bet DM demand for energy security – and EM demand for affordable electricity to support economic and population growth – will remain a higher priority than eliminating fossil…
Naturally occurring hydrogen as a clean-energy source has the potential to satisfy significant energy demand growth at low cost. Oil and gas E+P companies and pipelines are ideally positioned to take a leading role in this clean-…
While 2024 will see various election risks, global geopolitical uncertainty is driven by the US election and its struggle with Russia, China, and Iran. The stock market can manage local domestic political risk. But it will correct…
The market’s pricing of a soft landing means that geopolitical risks are becoming more, not less, relevant in 2024. US domestic divisions will invite challenges as foreign powers rightly fear that US policy will turn more hawkish…
According to BCA Research’s Commodity & Energy Strategy service, attacks on commercial tankers transiting the Bab el-Mandeb Strait by Iran’s proxies in Yemen, the Houthis, are an inflation risk. Just under 9%…
The attacks on Red Sea commercial tankers by Iran’s Yemeni proxies, the Houthi movement, are an inflation risk inasmuch as they lengthen voyage times for any shipping forced to avoid the Bab el-Mandeb Strait. The risk of an expansion…
Global instability will continue in 2024 – whatever happens afterward. Slowing economies will exacerbate already high geopolitical risk and policy uncertainty stemming from the US election and foreign challenges to US leadership.…