Η πολιτική με άλλο μάτι
Global energy markets appear to be operating under a fragile assumption: that the disruption in the Persian Gulf will be temporary. Futures prices in both oil and natural gas reflect that expectation — for now. Brent crude remained relatively stable on March 4, 2026, trading close to $80 per barrel, while European natural gas prices … Περισσότερα
AI Takeaways 1️⃣ AI is no longer a tech race — it’s a geopolitical arms race.The United States and China are embedding AI into defense, infrastructure and industrial policy. 2️⃣ Europe leads in regulation, not infrastructure.The EU AI Act sets global standards, but investment and compute capacity lag behind US and Chinese scale. 3️⃣ Control … Περισσότερα
AI Takeaway LNG is no longer a commodity story.It is an infrastructure power story. Control the terminal.Control the flow.Control the margin. Energy security is capital allocation strategy. From floating terminals to new energy corridors, Europe is not just securing supply — it is securing control. The energy crisis did not end. It evolved. Natural gas … Περισσότερα
European Gas Demand 2026–2030: Transition or Stabilization? Despite renewable acceleration, natural gas remains a transition fuel across Europe. Industrial demand, grid balancing needs and supply security maintain its relevance. Key Drivers Most medium-term outlooks indicate stabilization rather than collapse. The Role of LNG LNG provides flexibility and diversification during a period of structural transformation. It … Περισσότερα