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PAST NEWSLETTERS

Main Takeaways for the week of December 15, 2021

Natural gas and electricity prices reach new peaks in Europe as a Russia's troop buildup on the border with Ukraine prompts the G7 to threaten severe consequences. The European Commission looks to improve security of natural gas supply by proposing to block any long-term gas supply contracts with Russia beyond 2049, raising questions about the role of natural gas in Europe in 2049. Omicron variant will almost certainly become the dominant strain, though OPEC remains confident in 2022 oil demand. Infrastructure concerns begin to arise around electrifying transportation and home heating. Demand for rich sources of battery materials continues to heat up, as BHP forgives $2.3B in Mongolian debt to speed major copper project and a bidding war erupts for Ontario’s Ring of Fire nickel deposits.


Featured Article

Rethinking Canada’s Security Strategy: How Canada Can Graduate from the Kids’ Table by Mark Agnew and Nicholas Todd


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Global Petroleum Liquids

Global LNG

Global Coal

North American Energy Infrastructure

U.S. - China Energy Relations

EU – Russia Energy Relations

U.S. - Canada Energy Relations

Middle East Energy Geopolitics

Canadian Oil and Gas

Electricity

Renewables

Energy Minerals

Hydrogen

Nuclear

  • No significant developments

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EXPERTS IN THE MEDIA

Oil to Remain Above $80 Even With a Recession

by Business Desk (feat. Amrita Sen), Global Herald, July 5, 2022

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by Heather Hiscox (feat. Andrew Rasiulis), CBC News, July 5, 2022

Exclusive-China plans $75 billion infrastructure fund to revive economy

by Xiangming Hou and Kevin Yao (feat. Amrita Sen), Reuters, July 4, 2022

À long terme, l’avantage est toujours à la Russie

by Violette Cantin (feat. Ferry de Kerckhove), Le Devoire, July 4, 2022

Pan-Canadian Policy Table

by Alain Gravel (feat. Jean-Christophe Boucher), Ici Radio Canada, July 2, 2022

La place du Canada sur la scène internationale

by Hugo Lavoie (feat. Jocelyn Coulon), Tout un Matin, July 1, 2022


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