On Our Radar Weekly Newsletter

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.

On Our Radar: Weekly Energy Markets Round-Up 11 14 24

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

port of newcastel

On Our Radar: Weekly Energy Markets Round-Up 11 07 24

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.

Swapo Party National Headquarters on Hans-Dietrich Genscher Street at Katutura near Windhoek, Namibia. This is a political party building still being built.

On Our Radar: Weekly Energy Markets Round-Up 10 31 24

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

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On Our Radar: Weekly Energy Markets Round-Up 10 24 24

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

Flag of South Africa on the car's fuel tank filler flap. Fueling car with petrol pump at a gas station. Petrol station. Gasoline and oil products. Close up.

Politics as Usual

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.

Money of Nigeria. Nigerian naira bills. NGN banknotes. 500 polymer. Business, finance, news background. 3d illustration.

Comeback Queen

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.

Greece and Turkey flag together realtions textile cloth fabric texture

Endings and Beginnings

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. 

Firefighters practicing extinguishing an industrial fire at the fire station holding on to the hose spraying the fire at a storage tank.

Fighting Fires

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. 

hydrogen

Significant Steps

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 …

Picture of men passing next to portraits of Turgut Ozal and Recep Tayyip Erdogan in Turkey's main city, Istanbul, on the European side

Waxing and Waning Influence

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.

On Our Radar: Money Troubles & Major Wins

Money Troubles & Major Wins

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.

On Our Radar 2024 0829 Mexico Solar Plant

(Political) Power Sources

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.

Jakarta, Indonesia Skyline

Emerging Players

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.

Mexico Electricity Wind Farm

Leadership Changes and Challenges

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.

Clean Hydrogen

Extra Help for Clean Hydrogen

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.

On Our Radar: Drama Brokers

Drama Brokers

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.

On Our Radar: Clean-Up Acts

Clean-Up Acts

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

On Our Radar: Fighting Friction

Fighting Friction

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.

On Our Radar: Legal and Electoral Disputes

Legal and Electoral Disputes

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.

On Our Radar: Little Victories

Little Victories

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

On Our Radar: In Election Mode

In Election Mode

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.

On Our Radar: New Leaders, New Capital

New Leaders, New Capital

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.

On Our Radar: Party Defections, Opposition Sniping, Brand-New Bids

Party Defections, Opposition Sniping, Brand-New Bids

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.

On Our Radar: Electric Elections

Electric Elections

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.

On Our Radar: Power Struggles

Power Struggles

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.

On Our Radar: Succession Season 5 - Iran

Succession Season 5: Iran

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!

On Our Radar: Fuel Smuggling, Biomass Blues & Trade Woes

Fuel Smuggling, Biomass Blues & Trade Woes

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.

On Our Radar: Mining for Everything, Everywhere (All at Once)

Mining for Everything, Everywhere (All at Once)

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

On Our Radar: Libya’s UN Envoy Out, Milei's Baby Steps, Glencore Woos Nigeria

Libya’s UN Envoy Out, Milei’s Baby Steps, Glencore Woos Nigeria

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.

On Our Radar: Turkey Shifts to Russian Coal, K-Pop Fans Kill Indonesia/Hyundai Deal, Scandals Dog Namibia’s Ruling Party

Turkey Shifts to Russian Coal, K-Pop Fans Kill Indonesia/Hyundai Deal, Scandals Dog Namibia’s Ruling Party

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

On Our Radar: Brazil Revives Climate Fund, Cote d’Ivoire Embraces Solar, Azerbaijan Greens Everything

Brazil Revives Climate Fund, Cote d’Ivoire Embraces Solar, Azerbaijan Greens Everything

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

On Our Radar: Milei’s 100 Days, KMG Stays Public, Nigeria Reels Back the EEL

Milei: First 100 Days, KMG Stays Public, Nigeria Reels Back the EEL

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.

On Our Radar: Election Drama, Refinery Politics, Oil Discoveries

Election Drama, Refinery Politics, Oil Discoveries

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.

On Our Radar - Turkey, Egypt, Nigeria and Argentina

Erdogan in Cairo, Tinubu in Trouble, Milei in Good Mood

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.