On Our Radar

The implications of Trump’s election victory on multiple emerging market economies, a proposed mega-merger of Russian energy firms, and protests in Mozambique.

Meeting of rivals raises questions over South Yemen’s future, IBAMA technocrats oppose drilling in Amapa, and Trump victory heightens security challenges in Cote d’Ivoire.

Mitsotakis faces internal revolt over energy, Namibian parties demand renegotiation of natural resource deals, and Tinubu reshuffles Nigerian cabinet.

Milei replaces energy secretary, Kazakhstan walks back BRICS bid, and Greece and Egypt deepen energy ties.

This week, were covering Brazil picking a new Chamber of Deputies speaker, a South African bill that aims to raise GDP by 8%, and the EastMed pipeline project.

This week, were covering the potential political comeback of a former Argentinian president, new tax incentives in Nigeria, and the Central Bank of Libya getting a new governor.

This week, we’re covering the end of AMLO’s era, the possible start of peace in the Aegean Sea, and the complex run-up to party elections in Angola. 

A fire at a refinery in Greece has highlighted some problematic practices in the sector, Brazilian President Lula da Silva advocated strongly for more climate action at the UN General Assembly (UNGA) in New York, and the Australian government released its National Hydrogen Strategy, although it may have difficulty passing the necessary legislation. 

Mexico’s President AMLO signed into law a sweeping judicial reform, cementing his legacy in his last few weeks in office, the Indian government hosted the second international conference on green hydrogen, drawing a large domestic and international audience, Nigeria’s Dangote Group saw first gas from it’s refinery in Lagos State, but the road ahead may not be so smooth …

Namibia’s energy minister’s position looks shaky after Swapo selected its 96 candidates for the National Assembly, Brazil’s Petroleum Workers’ Union looks to expand its influence under President Lula, and a growing rift between the leaders of two parties in Turkey threatens the government coalition.

This week, we’re covering some countries with money troubles and others celebrating major wins: In Nigeria, the NNPC finally admitted to what everyone already knew: It’s having some serious money troubles, one of Cyprus’s energy problems may just have a solution thanks to Energy Minister George Papanastasiou and a small town in Argentina gave the green light for a mining project, signaling a new wave of public support for mining.

This week, we’re covering some recent shifts in (political) power sources: Mexican President-elect Claudia Sheinbaum selected Victor Rodriguez as Pemex’s next CEO, an Indian state chief minister is trying to show PM Modi is not the only one who can make big strides in clean energy and the tense power struggle over Libya’s Central Bank continues to become increasingly precarious.

This week, we’re covering emerging players in different institutions across the globe as Houthi authorities in Yemen announced a new “Change and Construction” cabinet, Elmar Nascimento has emerged as the frontrunner for Brazil’s next speaker of the Chamber of Deputies and Indonesia’s new energy minister could accelerate the rollout of new ministerial CCS regulations.

This week, our newsletter covers Mexico’s new Federal Electric Commission leader, Cote d’Ivoire’s political opposition forming alliances, and India canceling a tender to build a green hydrogen plant.

This week, our newsletter covers Japan’s new clean hydrogen subsidy, Azerbaijan finds a new European customer for gas, and Cyprus’s president is in hot water over the ongoing LNG terminal turmoil.

This week, our newsletter covers Libya’s new roadmap to elections, Azerbaijan’s president criticism of the EU and a new climate partnership between Brazil and the US.

This week, our newsletter covers South Korea’s hydrogen-powered apartment complex, Turkey’s economic reforms, and a Cote d’Ivoire crack down.

Our newsletter this week looks at three spots of friction (current and potential) around the globe: Brazil and Argentina, Trump and the Middle East, as well as Algeria and AES.

In our newsletter this week, you can read about US-MENA relations under a potential second Trump administration, the implications of the French elections for West Africa and a hydrogen-focused legal battle in South Korea.

This week in our newsletter, we cover Javier Milei’s first legislative win, South Africa’s cabinet picks, and party loyalty in Indonesia.

This week, our newsletter covers pre- and post-election dynamics across regions: electioneering in Nigeria, Mexico’s President-elect Claudia Scheinbaum and Algeria’s President Tebboune.

This week, our newsletter covers changing party dynamics in Angola’s ruling MPLA, Tinubu’s leadership changes in Nigeria (but no cabinet reshuffle yet), and Indonesia’s new capital, Nusantara, expected to be inaugurated this August.

This week, our newsletter covers the new face emerging in Mozambique’s electoral landscape, President Milei’s struggle against Congressional opposition in Argentina, and Algeria’s upcoming bid round — its first in a decade.

This week, it’s all about elections. Claudia Sheinbaum won Mexico’s presidential elections comfortably, while Narendra Modi won a third term as India’s prime minister, though his party underperformed significantly. Meanwhile, South Africa’s elections saw record low turnout, and the ruling ANC has been backed into a coalition corner.

This week, we cover Petrobras’s new CEO (its 10th in as many years!), North Africa-Europe competition over green hydrogen and pesky power outages in Cote d’Ivoire.

Succession Season 5: the uncertain future of Iran’s leadership following President Ebrahim Raisi’s death, and the Mexican elections that are coming up very soon!

This week, our newsletter covers Russia’s malign involvement in Libya’s oil industry, big dreams for Malaysia’s energy transition, and a trade freeze between Turkey and Israel.

This week’s newsletter focuses on mining across different regions: Argentina, Chile and Bolivia, as well as Cote d’Ivoire and the United States.

This week, our newsletter covers a significant resignation in Libya, slow but significant legislative progress for the Milei administration in Argentina, and a high-profile meeting in Nigeria.

This week, our newsletter looks at countries straying away from the desired path: Turkey, South Korea and Namibia.

This week, our newsletter focuses on countries dedicated to greening their energy environments — or at least saying they are.

This week, we’re covering Milei reaching 100 days in office in Argentina, significant privatization rumors in Kazakhstan and reversing a controversial policy in Nigeria.

This week, we’re covering dirty politicos on South African election candidate lists, a rather sticky campaign issue in Mexico and a significant discovery off the coast of a country named after a coast: Cote d’Ivoire.

We’re excited to introduce a newsletter from our team that highlights what we’re watching on energy politics in emerging markets, starting with Erdogan in Cairo, Tinabu in trouble in Nigeria, and Milei’s economic win… sort of.