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Equities

Where the disruption becomes investable

Equities

+5

Where the disruption becomes investable

What began as an oil shock is already propagating through adjacent supply chains.

LockSimple

Mar 19, 2026

•

9 min read

LNG Infrastructure

Equities

+4

LNG Infrastructure

The disruption to Qatari supply has revealed something important about the LNG market

LockSimple

Mar 12, 2026

•

9 min read

Not enough pipes to plug the leak

Equities

+5

Not enough pipes to plug the leak

The LNG system was built for a world where supply risk was diffuse.

LockSimple

Mar 12, 2026

•

11 min read

Two assumptions, one stock price

Equities

+3

Two assumptions, one stock price

European industrial equities have moved sharply since the crisis began. Not all of them have moved in the same direction.

LockSimple

Mar 9, 2026

•

8 min read

The €40 billion question

Equities

+6

The €40 billion question

Europe must refill its gas storage this summer. The question is who collects the margin.

LockSimple

Mar 6, 2026

•

8 min read

The last supplier standing

Equities

+6

The last supplier standing

The Middle East war has left the United States as the world’s indispensable gas supplier. The question is what Donald Trump does with that power – and the answer may be more unsettling than investors think.

LockSimple

Mar 5, 2026

•

10 min read

The electricity problem nobody is pricing – and where the answer is stored

Equities

+3

The electricity problem nobody is pricing – and where the answer is stored

AI runs on silicon and code. It also runs on electricity. The market has priced the first two. The opportunity is in what holds it.

LockSimple

Mar 3, 2026

•

23 min read

Red, Blue – and Backwards

Equities

+5

Red, Blue – and Backwards

Why green stocks rose under Trump, oil held up under Biden – and why politics keeps misleading energy investors

LockSimple

Mar 3, 2026

•

11 min read

Global Energy Dynamics

Global Energy Dynamics delivers structured, independent intelligence on global energy markets, helping professionals stay ahead of emerging trends.

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Global Energy Dynamics (GED) is published by MA Financial Media Ltd (a Mark Allen company). All content is provided for information and educational purposes only and does not constitute investment advice, financial advice, a personal recommendation, or a financial promotion. Nothing in this publication constitutes an offer or solicitation to buy or sell any financial instrument. Readers should seek independent financial advice before making any investment decision.

References to specific companies, securities or market developments are provided for contextual and analytical purposes only and should not be regarded as recommendations or endorsements. While we believe information published to be reliable, no representation or warranty is made as to its accuracy or completeness. To the fullest extent permitted by law, neither GED nor MA Financial Media Ltd accepts liability for any loss arising from reliance on this publication.

Investments can fall as well as rise in value and past performance is not a reliable indicator of future results. Any forward-looking statements are based on current expectations and assumptions and are subject to change without notice. Readers are responsible for their own investment decisions. GED does not consider individual financial circumstances, investment objectives or particular needs.

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