Tag: Gas
As Energy Transition Goes, 2023 Is The Year of Corporate Utilities
Public discussion has largely focused on the push for expanded use of renewable energy and the related investment required to bring those energy sources online. Yet the success of the Biden energy policy depends on the ability of utility companies to fund a significant amount of capex, in particular for transmission and distribution, in the near term…
Three Inputs Often Overlooked In The Energy Transition Process
Recent legislation in the U.S. and Europe (and a war in Ukraine) is accelerating energy transition. Yet, the overhaul of policy requires significant change in other aspects of the economic system and individual livelihoods – in particular, the limited resources of metals and rare earth elements, water and land become significantly more important.
North Africa As A ‘Perfect’ Microcosm Of The Global Effects of Russia Ukraine War
The Russia-Ukraine conflict is worsening a food crisis in the North African region, as Ukraine and Russia are leading exporters of agricultural products to North Africa, while also forcing countries to do a geopolitical dance to avoid picking a side, especially when the countries have military and diplomatic ties to either Russia or the US or sometimes both countries. The conflict also presents opportunities for exporters who can fill gaps in the global supply chain, in particular energy…but then again, those gaps are the result of both economic and political challenges with the political challenges never being so simple to solve.
Nigeria could be heading towards its second recession in three years
Most political analysts expected the re-election of Buhari in 2019 to signify stability and re-ignite business in the country. But nearly eight months after the election, economic growth has drastically slowed to 1.94% in the second quarter of 2019, which is the second straight quarter of declining growth numbers for the country…
Mozambique: Can elections and fresh finance reboot the nation?
Mozambique’s long-running debt scandal from 2014 drove the country into a financial and political crisis. As the October 2019 election approaches, voters wonder whether the nation can walk back from the brink of economic collapse…
It’s time to rethink oil and gas as a funding source for development
Oil-price volatility highlights the fragility of a development model based on a single resource. For oil-producing countries the imperative of adopting a more diverse investment strategy can no longer be ignored…