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New newsletter out today, exploring some of the key trends around the EU's energy evolution, U.S.-Iran relations, and the future of Japan's role as an LNG trader. Check it out! …mateandenergygeopolitics.substack.com/p/europe-moves…

Excited to share that I've restarted my regular briefings on the intersections of energy, climate, and geopolitics. My new newsletter, The Global Energy Lens, resumed this month, with a new post out today. Check it out here: A New Energy Tack in America open.substack.com/pub/climateand…

New issue of the Global Energy Lens out today: An AI Breakthrough That Could Upend the Energy Landscape, plus the future of Russian gas in Europe, Ukraine's critical minerals, political backlash in Norway, and new sanctions on Iran. Check it out open.substack.com/pub/climateand…

New issue of the Global Energy Lens! 🔹Russia and Ukraine’s first ceasefire focused on energy infrastructure 🔹U.S. military campaign against the Houthis and effects on Iran 🔹Israel’s expanded natural gas exploration  🔹Key takeaways from #ceraweek open.substack.com/pub/climateand…

5 stories in today’s Global Energy Lens: 🔹US tariffs shake energy markets 🔹China restricts critical mineral exports 🔹Executive order targets state energy laws 🔹Could Russian oil reenter global trade? 🔹Geopolitics heat up in an ice-free Arctic open.substack.com/pub/climateand…