Gray Bender
@graybender.bsky.social
Climate and Energy Transition at S&P Global. Prior research affiliate with the Harvard Belfer Center’s Geopolitics of Energy and Harvard Kennedy School alum. All opinions my own.
5 stories in today’s Global Energy Lens:
🔹US tariffs shake energy markets
🔹China restricts critical mineral exports
🔹Executive order targets state energy laws
🔹Could Russian oil reenter global trade?
🔹Geopolitics heat up in an ice-free Arctic
open.substack.com/pub/climatea...
🔹US tariffs shake energy markets
🔹China restricts critical mineral exports
🔹Executive order targets state energy laws
🔹Could Russian oil reenter global trade?
🔹Geopolitics heat up in an ice-free Arctic
open.substack.com/pub/climatea...
China Flexes Critical Mineral Dominance as US Tariffs Reshape Global Energy
Plus, what an end to Russian sanctions could mean for the industry, how targeting US state policies could slow the clean energy transition, and the rising role of the Arctic frontier
open.substack.com
April 16, 2025 at 7:18 PM
5 stories in today’s Global Energy Lens:
🔹US tariffs shake energy markets
🔹China restricts critical mineral exports
🔹Executive order targets state energy laws
🔹Could Russian oil reenter global trade?
🔹Geopolitics heat up in an ice-free Arctic
open.substack.com/pub/climatea...
🔹US tariffs shake energy markets
🔹China restricts critical mineral exports
🔹Executive order targets state energy laws
🔹Could Russian oil reenter global trade?
🔹Geopolitics heat up in an ice-free Arctic
open.substack.com/pub/climatea...
New issue of the Global Energy Lens!
🔹Russia and Ukraine’s first ceasefire focused on energy infrastructure
🔹U.S. military campaign against the Houthis and effects on Iran
🔹Israel’s expanded natural gas exploration
🔹Key takeaways from CERAWeek
Check it out!
open.substack.com/pub/climatea...
🔹Russia and Ukraine’s first ceasefire focused on energy infrastructure
🔹U.S. military campaign against the Houthis and effects on Iran
🔹Israel’s expanded natural gas exploration
🔹Key takeaways from CERAWeek
Check it out!
open.substack.com/pub/climatea...
Energy Infrastructure Takes a Front Seat in Ukraine-Russia Ceasefire
Plus Israel expands its natural gas resources as a strategic asset, the US launches a renewed military campaign against the Houthis, and key takeaways from the 2025 CERAWeek Energy Conference.
open.substack.com
March 20, 2025 at 2:01 AM
New issue of the Global Energy Lens!
🔹Russia and Ukraine’s first ceasefire focused on energy infrastructure
🔹U.S. military campaign against the Houthis and effects on Iran
🔹Israel’s expanded natural gas exploration
🔹Key takeaways from CERAWeek
Check it out!
open.substack.com/pub/climatea...
🔹Russia and Ukraine’s first ceasefire focused on energy infrastructure
🔹U.S. military campaign against the Houthis and effects on Iran
🔹Israel’s expanded natural gas exploration
🔹Key takeaways from CERAWeek
Check it out!
open.substack.com/pub/climatea...
In this week’s Global Energy Lens newsletter, we break down:
📉 US tariffs on Canada & Mexico
⛽️ Europe’s stalled move away from Russian energy
⛏️The Ukraine-US critical minerals deal
⚡️ The IEA’s plan to fix global supply chains
Read more here: open.substack.com/pub/climatea...
📉 US tariffs on Canada & Mexico
⛽️ Europe’s stalled move away from Russian energy
⛏️The Ukraine-US critical minerals deal
⚡️ The IEA’s plan to fix global supply chains
Read more here: open.substack.com/pub/climatea...
Shifting Currents in US Energy & Foreign Policy
The Ukraine-US critical minerals agreement, the impacts of tariffs on the energy sector, how Europe is thinking about Russian energy imports, and the IEA's ideas for improving critical supply chains.
open.substack.com
March 10, 2025 at 4:28 PM
In this week’s Global Energy Lens newsletter, we break down:
📉 US tariffs on Canada & Mexico
⛽️ Europe’s stalled move away from Russian energy
⛏️The Ukraine-US critical minerals deal
⚡️ The IEA’s plan to fix global supply chains
Read more here: open.substack.com/pub/climatea...
📉 US tariffs on Canada & Mexico
⛽️ Europe’s stalled move away from Russian energy
⛏️The Ukraine-US critical minerals deal
⚡️ The IEA’s plan to fix global supply chains
Read more here: open.substack.com/pub/climatea...
1/ AI's energy boom? Not so fast.
The assumption has been simple: AI growth = skyrocketing energy demand. That’s why Google, Microsoft & Amazon are locking in nuclear & renewables to power their data centers.
But a Chinese AI company just threw a wrench into that narrative 🧵👇
The assumption has been simple: AI growth = skyrocketing energy demand. That’s why Google, Microsoft & Amazon are locking in nuclear & renewables to power their data centers.
But a Chinese AI company just threw a wrench into that narrative 🧵👇
February 7, 2025 at 5:20 PM
1/ AI's energy boom? Not so fast.
The assumption has been simple: AI growth = skyrocketing energy demand. That’s why Google, Microsoft & Amazon are locking in nuclear & renewables to power their data centers.
But a Chinese AI company just threw a wrench into that narrative 🧵👇
The assumption has been simple: AI growth = skyrocketing energy demand. That’s why Google, Microsoft & Amazon are locking in nuclear & renewables to power their data centers.
But a Chinese AI company just threw a wrench into that narrative 🧵👇
New issue of the Global Energy Lens out today:
An AI Breakthrough That Could Upend the Energy Landscape, plus the future of Russian gas in Europe, Ukraine's critical minerals, political backlash in Norway, and new sanctions on Iran. Check it out
open.substack.com/pub/climatea...
An AI Breakthrough That Could Upend the Energy Landscape, plus the future of Russian gas in Europe, Ukraine's critical minerals, political backlash in Norway, and new sanctions on Iran. Check it out
open.substack.com/pub/climatea...
An AI Breakthrough That Could Upend the Energy Landscape
Plus Europe debates the future of Russian gas, why the US is seeking an deal on Ukraine critical minerals, how the energy transition connects to political backlash in Norway, and new sanctions on Iran
open.substack.com
February 5, 2025 at 2:35 PM
New issue of the Global Energy Lens out today:
An AI Breakthrough That Could Upend the Energy Landscape, plus the future of Russian gas in Europe, Ukraine's critical minerals, political backlash in Norway, and new sanctions on Iran. Check it out
open.substack.com/pub/climatea...
An AI Breakthrough That Could Upend the Energy Landscape, plus the future of Russian gas in Europe, Ukraine's critical minerals, political backlash in Norway, and new sanctions on Iran. Check it out
open.substack.com/pub/climatea...
Check out this week's new post: A New Energy Tack in America open.substack.com/pub/climatea...
A New Energy Tack in America
Plus the future of new US sanctions on Russian oil, how the IEA views the future of nuclear power, and the energy angle on Greenland's strategic position
open.substack.com
January 22, 2025 at 2:37 PM
Check out this week's new post: A New Energy Tack in America open.substack.com/pub/climatea...
Excited to share that I've restarted my regular briefings on the intersections of energy, climate, and geopolitics. My new newsletter, The Global Energy Lens, resumed today with the first briefing of the year. Check it out here: climateandenergygeopolitics.substack.com/p/russias-fi...
Russia's final major gas exports to Europe expire
Plus the top macro energy trends shaping 2025, a shadow fleet vessel seized in Finland for suspected undersea cable sabotage, and the final much-anticipated rules on US clean hydrogen subsidies
climateandenergygeopolitics.substack.com
January 9, 2025 at 1:04 AM
Excited to share that I've restarted my regular briefings on the intersections of energy, climate, and geopolitics. My new newsletter, The Global Energy Lens, resumed today with the first briefing of the year. Check it out here: climateandenergygeopolitics.substack.com/p/russias-fi...