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ENERGY COMPASS

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Contextual geopolitical analysis of the global energy landscape

Stay abreast of near- and long-term regulatory and political risks with our analysis of in-country and regional threats, government policies, market management dynamics and macro trends – including the energy transition. Energy companies, government officials and analysts leverage our incisive analysis to fortify their business strategy and track longer-term geopolitical and macro trends to help plan for the future.

Features

  • Information on governance issues, including contract sanctity, asset expropriation and debt pressures
  • Analysis of policy shifts and the legal risks impacting upstream, midstream, downstream and new technologies
  • Opec-plus dynamics, including ongoing coverage of market management and budget break-evens
  • Shifting oil geopolitics, rising renewable geopolitics and survival strategies for the low-carbon transition
  • Country risk and evolving regional dynamics
  • West-East dynamics, changes in the postwar political order and long-term market outlook
  • In-depth coverage of 10 core producers and consumers (the US, China, Saudi Arabia, Russia, the UAE, Iran, Qatar, Brazil, India and the EU) plus another 60 key countries for the energy business

The Risk Service delivers an integrated package of news, analysis, research and data to help you develop resilient and actionable risk assessments and support your decision-making.

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What’s included in our global geopolitical analysis?
  • Short-term risks to oil and gas operations
  • Longer-term macro and geopolitical risks
  • Emerging opportunities
  • Renewable geopolitics
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  • US-Iran nuclear negotiations are the most promising opening between the two in years. While threatening military action if talks fail, Washington is showing a clear preference for diplomacy. Tehran’s weakened regional position and economy provide incentives to negotiate. A deal would likely include Iranian oil sanctions relief. Tehran can likely increase production quickly, but we see a near-term, limited agreement as more likely, limiting potential upside. Yet, production and exports could rise to 3.8 million b/d and 2 million b/d, respectively, within six months if a deal were reached. However, if talks fail and the US fully returns to maximum pressure, output and exports could fall precipitously.
    Thu, Apr 24, 2025
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