Germany’s route to climate neutrality promises greater energy security, but requires trillions of euros in investment. The challenge is to finance the transformation without pricing households out of it or weakening the industries expected to deliver it. Germany presented its roadmap for transitioning away from fossil fuels at the United Nations in New York […]
Oil and Gas
The G7 has agreed to coordinate the release of 100 million barrels of oil and fuel stocks through the International Energy Agency over four months, taking account of earlier commitments. It has not specified how much of that total represents newly pledged supply. US President Donald Trump has since said he will not authorise a […]
Helium is essential to advanced chipmaking, yet its supply depends on gas-processing plants, cryogenic containers and vulnerable sea routes. Even if normal shipping through Hormuz resumes, producers and semiconductor manufacturers will face a slower, more expensive recovery. The artificial intelligence boom depends on some of the world’s most advanced semiconductor factories. Those factories, in […]
Europe is redrawing its energy map around the Mediterranean. With the EU aiming to mobilise €25 billion in investment by 2035, pipelines, LNG terminals and new energy links are bringing North Africa, the Eastern Mediterranean and Southern Europe into an increasingly interconnected energy system. Following the 2022 energy crisis, the Mediterranean is gradually returning […]
The crisis in the Strait of Hormuz is accelerating a fundamental shift in Middle East oil infrastructure. From Iraq and Syria to Saudi Arabia and the UAE, producers are developing alternative export routes that could reduce their dependence on one of the world’s most critical energy chokepoints. Before the war, more than 20 million […]
Berlin is opening up an additional route for gas and oil from the Caspian region and, in the longer term, for green electricity and hydrogen. For Germany, this offers a way to strengthen supplies to industry, create new business opportunities and make the European energy market more resilient. Berlin and Baku Expand Their Energy […]
The debate over Hormuz is shifting from whether fees are acceptable to whether they could help restore predictable transit. With Europe, Gulf states and Oman exploring possible models, a once-unthinkable option is moving closer to the centre of regional diplomacy. Before the war, the Strait of Hormuz, through which around a fifth of the […]
In its quest to diversify its energy sources and strengthen its energy security, the European Union is increasingly looking south. Africa is a logical geopolitical choice: it already meets around 20 per cent of Europe’s gas needs through pipeline supplies from North Africa and LNG from Nigeria. New routes from Nigeria via Algeria and Morocco […]
Middle East turbulence is pushing European gas prices toward a new stress point and reviving a taboo question: could the EU turn back to cheap Russian energy? While Brussels vows to phase out Russian gas by 2027, the real battle is not only about inflation – it is whether Europe can resist trading long-term geopolitical […]
China initially appeared to be among the biggest potential losers from the crisis around the Strait of Hormuz. Yet Beijing’s vast oil reserves, diversified supply network and rapid electrification strategy may allow it to weather the shock far better than many experts expected. As global concerns over energy security intensify, the crisis could ultimately strengthen […]
The Strait of Hormuz is far away but a crisis there could directly affect Europe’s airports. In response, the EU has developed an emergency plan for jet fuel and is exploring ways to address a new vulnerability in its supply security. Industry warnings suggest that, if the blockade continues, shortages could arise even before the […]