Energy Market Intelligence & Strategic Insights

Strategic insights on global energy security, diversified supply chains, operational risks and emerging market developments relevant to European and international energy stakeholders.

Request Strategic Consultation →
Geopolitical Analysis

Sahel Instability and Its Impact on West African Energy Corridors

An assessment of how ongoing political transitions across the Sahel are reshaping risk profiles for upstream operators in the region.

Supply Security

Diversification Beyond Pipeline: Maritime Routes in the Atlantic Basin

How Latin American LNG and crude export capacity is positioning the Atlantic Basin as a viable alternative to traditional European supply routes.

Emerging Markets Outlook

East Africa's Upstream Potential: Opportunity, Risk and Timeline

A forward-looking review of exploration and development activity in Tanzania, Mozambique and Kenya, with risk-adjusted investment considerations.

Supply Security

Political Risk Insurance as a Structuring Tool in African Projects

How MIGA and bilateral instruments are increasingly being used to de-risk upstream investments and improve bankability with European lenders.

Geopolitical Analysis

Brazil's Pre-Salt and the European Supply Equation

Petrobras's expanding pre-salt output and its implications for European energy buyers seeking lower-volatility Latin American supply partnerships.

Emerging Markets Outlook

2025 Emerging Markets Energy Outlook: Africa & Latin America

Petrobras's expanding pre-salt output and its implications for European energy buyers seeking lower-volatility Latin American supply partnerships.

Downloadable Reports

Energy Crisis & Supply Security Reports

Africa Upstream Risk Monitor — Annual Review 2024

PDF · 38 pages · December 2024

Latin America Supply Outlook — H2 2024

PDF · 18 pages · July 2024

Latin America Supply Outlook — H2 2024

PDF · 18 pages · July 2024

REPowerEU Diversification Index — Mid-Year Update

PDF · 14 pages · June 2024

Subscribe to our insights

Receive our latest analysis, reports and market outlooks directly. Published quarterly and on key market events.