Market Thinking

making sense of the narrative

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Category: Energy

Ukraine’s Energy Reserves

At 1.03trillion cubic metres (tcm), Ukraine has the second largest gas reserves in Europe after Norway, and yet it is a net importer of gas, since it only produces 20bcm a year while consuming nearer 27bcm, leaving it with an Read more…


An Energy Reset

The realisation is slowly dawning on Europeans that not only have Zero Carbon policies pushed Europe to a dangerous dependency on unreliable renewables that need (mainly Russian) natural gas as a baseload, but that the biggest winners of this – Read more…


Investors choose to ‘Self Isolate’

The markets are largely behaving like q4 2018, but economically the virus is causing a working capital crisis more like 2008. The latest market ‘crash’ has come in Oil, with Brent crude dropping 10% on Friday and the West Texas Read more…