Asia Is Building the World’s Next $15 Trillion Energy Market
The global energy transition is increasingly becoming an Asian story, and Asia is unlikely to follow the path envisioned in Washington or…
Record Tanker Rates Cripple U.S. Crude Oil Flows to Asia
The Iran war has made oil tanker voyages so inefficient that vessel availability has crumbled and freight costs have soared to record-highs,…
Fuel Oil Becomes Asia’s Next Cost Shock
Singapore’s shipping-fuel market is adding another layer of cost to Asian trade. Disrupted supplies from the Middle East and Russia, resilient bunker…
Trump’s Reverse Nixon Strategy: Bring Russia In, Shut China Out
On October 9, hours after a phone call between President Trump and President Putin, the Treasury Department issued a six-month waiver allowing…
Why Trump and Carney Haven’t Touched Energy in Their Tariff War
The United States and Canada are locked in an energy trade war – sort of. Although United States President Donald Trump and…