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By Javier Blas It feels like an eternity, but it was only a decade ago when the political center-left was still for “all of the above” energy sources: fossil fuels and renewables alike. It was the not-so-distant days of Barack Obama, when the US president defended fracking as a force for good, saying there wasn’t …
(Reuters) – Remember global imbalances? They’re back. In a fractured world increasingly marked by self-interest and protectionism, the prospects for a coordinated response among the major economic powers to fix them and avert a crisis look remote. The U.S. current account deficit – and the corresponding surpluses of China, oil producers, the euro zone, and …
Global Imbalances are Back, and There’s No Fix in Sight: McGeever Read More »
(Reuters) – With visibility on the U.S. economic outlook greatly reduced by the fog of war and $100-a-barrel oil, it might seem an odd time to be getting more bullish on stocks. But from a valuation, earnings, and growth perspective, there’s a compelling case. Strategists at Barclays outlined it this week as they raised their …
War, Oil Shock, Uncertainty? Time to Raise US Equity Outlook: McGeever Read More »
By Mike Dolan LONDON, March 11 (Reuters) – U.S. stock market indexes have weathered this month’s oil shock well so far because investors expect only a glancing overall GDP hit from higher energy costs. But that resilience masks a potentially toxic shift of income from households to “Big Energy” – and packs big risks in …
COMMENTARY: The Dangerous Politics of US Oil-Driven Redistribution Read More »
LITTLETON, Colorado, March 5 (Reuters) – The repercussions of the ongoing U.S.-Iran war are being felt across the world, with U.S. fuel prices, European natural gas costs and Asian tanker freight rates all jumping sharply since strikes began at the weekend. The transmission of market jitters through the shipping, fuel and power sectors illustrates how …
COMMENTARY: Charting the Widening Impact of the Iran Crisis on Energy Markets Read More »
By Gavin Maguire LITTLETON, Colorado, Feb 18 (Reuters) – U.S. exporters of LNG consumed more natural gas than both households and commercial businesses last year, tightening U.S. gas supplies and putting the LNG export boom squarely in the frame of discussions surrounding rising U.S. energy costs. Liquefied natural gas exporters gobbled up a record 5,000 …
COMMENTARY: Booming LNG Exports May Get Dragged into US Cost-of-Living Debate Read More »
(Reuters) – The year 2025 in the LNG sector will be one for the history books after production and exports of the super-chilled fuel smashed records and raked in billions of dollars in revenues across the global liquefied natural gas supply chain. A 25% surge in LNG purchases by European countries was a key highlight …
What Excites and Worries LNG Exporters in 2026: Maguire Read More »
By Ron Bousso LONDON, Jan 15 (Reuters) – Simultaneous geopolitical flare‑ups in Venezuela, Iran and the Black Sea have pushed oil prices to a three‑month high, creating a treacherous environment for investors even as a large supply glut still looms over the market. Brent crude opened the year at $61 a barrel before slipping below …
COMMENTARY: Oil Traders Wrestle With Geopolitical Trifecta and Elusive Glut Read More »
By Gavin Maguire LITTLETON, Colorado, Jan 15 (Reuters) – Despite all the policy whiplash – or perhaps because of it – the U.S. energy system has started 2026 with more buzz and momentum than seen in decades. At home, electricity production is growing far faster than in most western peers, which is allowing utilities to …
COMMENTARY: Key US Energy, Power Trends at Home and on World Markets Read More »
By Gavin Maguire LITTLETON, Colorado, Dec 30 (Reuters) – For supporters of the energy transition, 2025 had plenty to complain about: the scrapping of U.S. clean energy policies, wind droughts in Europe, corporate retreats from wind power generation and a resurgence in coal-fired power output. Yet there were also developments to celebrate, including record deployment …
COMMENTARY: The 2025 Energy Transition in Eight Charts: Clean Wins, Dirty Setbacks Read More »
