In her exclusive monthly column, Vandana Hari, Founder and CEO of Vanda Insights, unpacks the record 610,000 b/d gap between OPEC and IEA’s 2025 oil demand growth forecasts, with OPEC projecting stronger consumption and tighter balances, while the IEA anticipates weaker emerging market demand, higher non-OPEC supply, and prolonged oversupply, leaving market participants without a clear consensus.
In his exclusive monthly column, Robin Mills, CEO of Qamar Energy, reflects on Hiroshima and how nuclear technology remains trapped between its origins as a weapon, rising geopolitical risks, and its growing potential as a vital, low-carbon energy source in the fight against climate change.
AI is proliferating across the global industrial complex. Energy industry’s embrace may push it to even bigger commercial heights, writes Gaurav Sharma in his latest column for Energy Connects
Rather than refining and reinforcing the existing sanctions regime, the European Union's latest sanctions package on Russia has opted to layer on complexity without coherence. The new measures appear untethered from the practicalities of enforcement or the realities of global energy trade, writes Vandana Hari in her latest column.
In his exclusive monthly column, Robin M. Mills explains why OPEC+ is ending its voluntary oil production cuts earlier than planned, boosting supply as the group positions itself for a stronger market role despite upcoming challenges.
Is $80 the new $100? In his latest column for Energy Connects in light of US airstrikes on Iran, Gaurav Sharma analyses why the oil market’s geopolitical risk premiums aren’t what they used to be
The EU's forthcoming regulation should not just be about forcing data centres to use less but empowering them to use smarter, experts say. The boom driven by AI could become an unlikely ally in the transition to a cleaner, more efficient energy system.
The outbreak of aerial warfare between Israel and Iran since June 13 and the resulting surge in crude’s risk premium is a stark reminder that no matter how carefully and dynamically market stakeholders calibrate global oil supply and demand fundamentals, geopolitical flashpoints can erupt without warning to upend all assumptions and strategies, writes Vandana Hari in her exclusive column for Energy Connects
TINA is not just a name: it is a slogan and an investment strategy. There Is No Alternative (TINA) is a guide when the options before us look unappetising but necessary. And the same applies to energy technologies, particularly the unloved quartet of nuclear power, carbon capture and storage (CCS), carbon dioxide removal, and hydrogen.
With the global energy mix undergoing changes prompted by rising calls for a low-carbon future, investors have a delicate balancing act to perform – of strategically splitting their capital investment between traditional and renewable energy.
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