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Energy in the Age of Protectionism
Trump鈥檚 tariff strategy threatens to upend global capital markets, limit growth and permanently alter the global trade order. 博彩对冲 sees trade war threats remaining elevated during this fluid and uncertain period, yet Trump鈥檚 mercantilist trade views and desire to secure pro-America trade deals will remain. Of our three trade policy scenarios, we see a higher likelihood of a 鈥淨uick Walk Back.鈥 Our 鈥淓conomic Uncertainty鈥 and 鈥淒eeper Realignment鈥 scenarios are still in play. In all three scenarios, uncertainty weighs on investment, US credibility with trading partners takes a hit and protectionism is ossified in global trading systems.
Wed, Apr 16, 2025
博彩对冲 2025 Outlook
博彩对冲 experts share insights on our 2025 outlook regarding geopolitical risks, oil and gas markets, the energy transition, and corporate strategies to help you navigate the deep uncertainties of the year ahead.
Thu, Jan 16, 2025
博彩对冲 COP29 Outlook
博彩对冲 experts discuss the outlook for November鈥檚 COP29 climate summit in Baku, Azerbaijan, which will focus on climate finance and carbon trading. But it takes place less than a week after the US elections, and this will set the tone for the conference. Geopolitics will also feature heavily.
Thu, Oct 24, 2024
博彩对冲 2024 Outlook
博彩对冲 experts discuss our 2024 outlook for geopolitical risk, oil and gas markets, the energy transition and corporate strategies to help navigate the deep uncertainties of the year ahead.
Fri, Jan 19, 2024
What Next for Oil Prices and Opec-Plus?
Oil markets have been buffeted by price volatility, demand uncertainties and macroeconomic concerns this year. As Opec-plus prepares to meet June 4 in Vienna, what sort of market outlook does it face for the rest of the year? Will fundamentals or the macro environment be the main driver? How are financial players positioning themselves? And what changes in policy, if any, might come from the producer group?
Thu, Jun 1, 2023
Energy Trade Disrupted: How the Ukraine Crisis Reshaped Oil and Gas Markets
Oil and gas markets have been fundamentally reshaped by the Ukraine war, with sweeping sanctions, new trade flows and the emergence of a parallel market in Russian oil. What should markets expect this year and are these changes permanent?
Tue, Feb 28, 2023
2023 Outlook: A Year of Risk
Energy markets face another tumultuous year in 2023 as intense global geopolitics combine with economic, climate and pandemic pressures.
Thu, Jan 19, 2023
Geopolitics: What Comes Next in Russia鈥檚 Standoff With the West?
After Russia's full-scale invasion of neighboring Ukraine on Thursday, what does this mean for energy and the relationship between Russia and the West?
Tue, Mar 1, 2022
Geopolitics: What We Expect From Russia/Ukraine, Iran and other Hotspots
Geopolitical risk has roiled energy markets in 2022. 博彩对冲 discuss some of the key hotspots they're watching and how they see these tensions impacting markets and the industry.
Tue, Feb 15, 2022
Podcasts & Videos from Risk
Panel Experts:Jim Washer, Executive EditorEmily Meredith, Deputy Bureau Chief, WashingtonJill Junnola, Editor, Energy CompassBen Cahill, Manager, Research & Advisory
Thu, Feb 2, 2017
The main issues we will cover in this Virtual Round Table are:What are the key energy policy risks and challenges for President-Elect Trump?What can the oil and gas industry expect in terms of change from energy policy under Obama?Where will the new Trump administration stand on climate change, and on US backing for the UN鈥檚 Paris climate deal?How will a Trump White House respond to environmental opposition to fracking and new pipeline projects?How will the new president approach relations with oil and gas superpowers like Russia and Iran?
Thu, Nov 17, 2016
The main issues we will cover are:What are the prospects for an agreement at Algiers? How have positions changed in Opec and non-Opec since the Doha meeting in April? What kind of actions seem most likely?How will oil markets react?
Mon, Sep 26, 2016
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Discover how sweeping tariffs are disrupting commodities, technology, and energy.