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Energy Consultancy | Wellhead to Global LNG, Sustainability and AI


The probability of conflict: How predictive markets reflect geopolitical realities
Source: GROK Predictive markets are increasingly shaping how analysts interpret geopolitical risk—often offering clearer, faster signals than traditional intelligence channels. Nowhere is this more evident than in markets tracking the probability of a Chinese invasion of Taiwan. Platforms like Polymarket, Kalshi, Manifold, and Metaculus aggregate thousands of independent forecasts. While each uses different mechanisms, all point to the same broad takeaway: low near-term proba

Timothy Beggans
Dec 42 min read


The Fog of War, Fractures and Rifts: How Will the Energy Markets React?
Source: Twitter (X) In recent weeks, a swirl of geopolitics—from Iran to China to Russia—is casting a growing shadow over global energy markets. These tensions aren’t just headlines; they’re potential inflection points for risk premiums, upstream disruptions, and price volatility. Iran: Drought, Crackdowns & Tanker Seizures Iran is grappling with a historic drought, rising internal unrest, and the seizure of a Marshall Islands–flagged oil tanker in the Strait of Hormuz. Becau

Timothy Beggans
Nov 202 min read


India Tariffs set to rebalance Global LNG trade
Source: SuperGrok The global LNG market is once again being reshaped—not by price cycles or supply shocks, but by tariffs and...

Timothy Beggans
Sep 22 min read


Natural Gas: Outlook for the Rest of 2025
Source: Google Maps As we enter late 2025, the natural gas market stands at a critical juncture, shaped by global demand shifts, policy...

Timothy Beggans
Aug 52 min read


TTF-HH Spread Set to Widen: Key Drivers to Watch
Source: TradingView (TTF-HH Spread) The spread between Europe’s Title Transfer Facility (TTF) and U.S. Henry Hub (HH) natural gas...

Timothy Beggans
Jul 82 min read


LNG at Risk: South Pars, the Strait of Hormuz, and the Global Energy Equation
Source: BBC Tensions in the Middle East are once again testing global energy stability. The Iran-Israel conflict has escalated into a new...

Timothy Beggans
Jun 172 min read


US-Iran Peace Deal: A Potential Game-Changer for Energy Investors
Source: MEHR News Agency A renewed peace agreement between the US and Iran—potentially reviving or replacing the JCPOA—could reshape...

Timothy Beggans
May 202 min read


Alaska LNG: A Strategic Opportunity Amid U.S.-Japan Trade Talks
Source: GROK The long-anticipated Alaska LNG project is gaining momentum, and in light of proposed Trump tariffs, Japan is reportedly...

Timothy Beggans
Feb 32 min read


The Fight Over the Panama Canal: Why Now?
Source: Panama Canal The Panama Canal, a cornerstone of global trade, has become a heated battleground as former President Donald Trump...

Timothy Beggans
Dec 23, 20242 min read
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