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Energy

Stratfor provides geopolitical consulting services to the energy industry. We assists clients with risk assessment on political trends vital for identifying how geopolitical developments, government policies, technology breakthroughs and changing oil, gas and renewable energy market conditions may influence investment exposure as well as public policy outcomes.

Slide background Panama Canal

<1 Panama Canal

Danish Straits

3.3 Danish Straits

Panama Canal

2.9 Turkish Straits

Suez Canal

4.5 Suez Canal

Strait of Hormuz

17.0 Strait of Hormuz

Bab al Mandeb

3.8 Bab al Mandeb

Bab al Mandeb

15.2 Strait of Malacca

OIL TRANSPORTATION CHOKE POINTS

MILLION BARRELS PER DAY

NOTE: Estimated, crude oil and petroleum products (2013)
Source: EIA

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Slide background Canada - U.S. Pipeline

Canadian - U.S. Pipelines

The American and Canadian energy industries have transformed so quickly that pipelines connecting producing regions with consumption centers are now overwhelmed. Bottlenecks have even led to discounted prices for benchmark crudes such as West Texas Intermediate and Western Canada Select, a prospect that could threaten future investment. (Benchmark crudes serve as a reference price for oil buyers and sellers.)

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Slide background Russian Energy Infrastructure

Russian Energy Infrastructure

Russia and China had been trying to negotiate a deal for more than a decade Russia holds the world's largest natural gas reserves, and China's demand for natural gas is rapidly growing. However, the deal was impeded by several factors, including the fact that Russia sent most of its energy west and that China focused on domestic production as it imported natural gas via foreign sea routes.

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Slide background Exxon's Assets in Kurdistan Regional Government

Exxon's Assets in Kurdistan Regional Government

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Due Diligence

  • Custom assessment of national regulatory and governmental environments.
  • Forecasts of potential changes in the country.

Proactive Geopolitical Monitoring

  • Stratfor can help you separate the ephemeral from the important in your daily news feed.
  • Security focused monitoring to help you keep your employees and investments safe.

Market Analysis

  • Global and country specific forecasts of key geopolitical trends.
  • Analysis of economic, political, and legal factors that would aid or hinder new business investment.

Business Development Support

  • Stratfor can leverage its global network to support clients’ international business interests.
  • We can aid in developing opportunities for joint ventures, bids for national tenders, and other projects.

Our Services

We study the way in which geography and other forces constrain and shape people and nations. By analyzing the forces that affect world leaders, we can understand and often predict their actions and behaviors, which are far more limited than they might otherwise appear. While the media concentrates on the subjective desires of leaders voiced at press conferences, Stratfor concentrates on the various constraints upon their behavior — geographical, political, economic — that are concrete but never admitted to publicly. Geopolitics allows us to place an event or action within a larger framework so that we can determine its potential significance, as well as identify connections among seemingly disparate trends.

Advisory Services

  • Consulting service for business executives and fund managers
  • Direct access to Stratfor's analysts

Research Products

  • Premier publications for investors and business executives
  • Unique, forward-looking research

Enterprise Content

  • Analysis for corporations, governments and premier universities
  • Customized to fit every size organization

Keynote Speeches

  • Insightful, compelling keynote presentations on geopolitical trends
  • Featured at corporate and industry events

Energy Publications

Have a look at what we've been up to. View some of our best work.

China's Expanding Involvement in the Latin American Energy Sector

Ecuadorian Vice President Jorge Glas announced July 6 that one of China's state-owned oil companies, China National Petroleum Corp., will take a 30 percent stake in Ecuador's $12.5 billion Refinery of the Pacific.more »

As Russia and Ukraine Near an Energy Agreement, a Chronology of the Background Issues

It appears that Ukraine and Russia are heading toward a possible compromise on energy deliveries after months of tense negotiations.more »

Compass: Russian Energy - The Inevitability of Diversity

The Ukraine crisis has convinced Russia and Europe that their energy codependence is too dangerous to sustain in perpetuity.more »

In Qatar, Future Energy Plans Extend Beyond Liquefied Natural Gas

The tiny natural gas-rich emirate of Qatar will have some important decisions to make in 2015.more »

Mexico Moves to Open Its Energy Sector

Mexico has taken its first official step toward implementing the energy reform that Mexican President Enrique Pena Nieto signed into law roughly one year ago.more »

Compass: Nigeria - Energy, Security and Politics after a Presidential Election

In mid-February, Nigerians will vote in what will be the most important election since the 1999 transition to democracy. What exactly are its implications?more »

Moves Toward Green Energy Hamper Germany's Economy

Germany is experiencing deflation for the first time since 2009. Though other factors have certainly contributed to the economic decline.more »

Compass: Too Much Oil

What can the oil market expect for the rest of the year, now that prices appear to have stopped falling so dramatically?more »