Energy Security Forum Newsletter



Main Takeaways for the week of December 8, 2021

The EU energy crisis enters a new phase, as the threat of new U.S. sanctions on Russia cause natural gas prices to spike in Europe at the same time as electricity prices rise to new records and European demand for natural gas for home heating remains unexpectedly resilient. OPEC+ demonstrates confidence in oil market as worries about Omicron variant ease (perhaps too soon). Supply concerns for oil and gas and copper beyond 2022 are flagged by research organizations. Trans Mountain pipeline supplying British Columbia and Washington State reopens after flooding damage. Chinese firms plan to produce hydrogen electrolyzers at half competitor costs very soon.

CGAI Energy Security Forum News

We are pleased to inform our newsletter subscribers that the CGAI Energy Security Forum has formed a close partnership with Ontario Tech University’s Brilliant Energy Institute. You can read today’s press release about our partnership here.

With this partnership, the Energy Security Forum will deepen its involvement in and understanding of energy transition technologies and their energy security implications, including small modular reactors, hydrogen, and integrated energy systems. This partnership will also improve the CGAI’s footprint in the Greater Toronto Area, and expand its network to enable consistent connections between energy, foreign affairs, and policy experts. We aim to be not only the premier institution for energy security in Canada, but also a major voice internationally. This partnership with Ontario Tech University is a big step toward achieving this goal.

Featured Energy Article

Pursuing Canada’s COP commitments requires changing how energy decisions are made, by CGAI Fellows Monica Gattinger and Michael Cleland for Policy Options


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

  • No significant developments

Middle East Energy Geopolitics

Canadian Oil and Gas


Energy Minerals



Other Recommended Content

Will the U.S. Control Its Own Battery Fate? Live Chat featuring Venkat Srinivasan, Director of the Argonne Collaborative Center for Energy Storage Science for The Information

Electrification is not the silver bullet for building decarbonization in North America, by Benjamin Levitt, Research and Analysis Associate Director at IHS Markit

Why the Climate Panic About Africa Is Wrong, by Todd Moss, executive director at the Energy for Growth Hub, and Vijaya Ramachandran, Director for Energy and Development at The Breakthrough Institute

Investment Crisis Threatens Energy Security, report by the International Energy Forum and IHS Markit

Luck is not an energy policy – the cost of energy, the price cap, and what to do about it, blog post by Dieter Helm

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