As seen in the recent Orion critical minerals deal, the next chapter of mining consolidation will likely be defined through state-backed consortiums as opposed to organic market forces that culminate in mega-mergers.

This week we examine Trump’s embrace of the Chavista regime in Venezuela, reports of multiple assassination attempts targeting President al-Shaara in Syria, Beijing’s accelerating efforts to offload US debt, and new indications in Europe and Canada of a fundamental realignment in global defense industries.

For Mauritania, the Nigeria–Morocco Gas Pipeline delivers option value through minimal cost, maximum flexibility, and leverage that compounds, whether or not the gas ever actually flows.

While not necessarily a game-change in the short term, the Grand Tortue Ahmeyim natural gas field will reinforce positive development in the economies of Senegal and Mauritania.

Not only has US shale survived early attempts by OPEC+ to squeeze out its operations, but it’s now coming for longstanding OPEC+ markets.

Encompassing nearly two-thirds of Guyana's land, the stakes couldn't be higher for settling the longstanding territorial dispute surrounding Essequibo.

Russia’s invasion of Ukraine has prompted the EU to rethink its reliance on Russia for natural gas. If Canada is to be a viable alternative, it must deliver sizeable volumes of natural gas in a timely manner.

AMLO’s failure to prioritize midstream gas investments and his proposed fracking ban increase energy insecurity.

A new report foresees an energy transition that’s faster and more difficult than many oil exporters are expecting.

Post-oil geopolitics will still be dictated by access to key inputs, impacting foreign policies, multilateral alliances, and state support for the mining sector.

Will 2021 be looked back on as a turning point in the global pivot toward renewable energy sources?

Turkish actions in the Eastern Mediterranean have mirrored China’s actions in the South China Sea. And they’ve begun to produce the same kind of geopolitical response.

A global crisis – this time the COVID-19 pandemic – has once again underscored the dangers of Nigeria’s economic overreliance on oil.

Donald Trump has no solution to the crisis in the domestic hydraulic fracturing industry. Ultimately, the survival of the industry lies in Saudi Arabia.

Is the Kingdom’s dollar peg in jeopardy?

LNG imports and Azeri pipelines look set to lessen Europe’s dependence on Russian supplies, potentially limiting Moscow’s political and economic influence over the region.

Guyana failed to evade the “resource curse” once. Will it happen again?

Which exporters stand to lose the most if oil continues to hover at the $50 mark?

China’s coronavirus outbreak couldn’t have come at a worse time for oversupplied oil and natural gas markets.

If past record is any indication, a healthy skepticism is warranted concerning Iran’s new oil discovery in Khuzestan province.