Reports and short reads written by club members.
2 publications, newest first
Commodity Shorts
By Leander Vogler
The first Commodity Shorts: since 2022, Europe has been pushing to reduce its reliance on Russian and Middle Eastern oil, and South America's rising output and competitive costs make it a credible long-term supplier. The piece looks at Guyana's Stabroek Block, Brazil's Foz do Amazonas basin and Argentina's Vaca Muerta field.
Focus: Energy Markets
Report
By Ilya Lobanov
“The European Natural Gas Market: Navigating Sanctions, Shadow Fleets, and Future Uncertainties” analyses how the war in Ukraine and sanctions on Russia have reshaped European gas supply, demand and prices, the growing role of LNG imports, the shadow fleet used to keep Russian energy flowing and the loopholes in current sanctions. It closes with a hypothesis on how the market could shift if sanctions on Russian LNG were lifted.
Focus: Energy Markets
Commodity Shorts
In Commodity Shorts, board members highlight the most relevant and overlooked developments in global commodity markets. The series is published on the club's LinkedIn page.
