Gray Bender

Climate and Energy Transition at S&P Global. Research affiliate with the Harvard Belfer Center’s Geopolitics of Energy. Opinions my own.

[Gray Bender @graybender]

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

https://t.co/qpKYDHd3O9

[Gray Bender @graybender]

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

https://t.co/SDF30s5BiA

[Gray Bender @graybender]

7/ This space is changing fast. Uncertainty will continue as global trade tensions rise.

Read more: https://t.co/AMjJKoDu0B

[Gray Bender @graybender]

1/ The US is threatening new energy tariffs on Canada & Mexico—two of its biggest trade partners. What does this mean for energy security, prices, and industry? ⚡️🔎

Let’s take a look.🧵👇

Read the full post: https://t.co/AMjJKoDu0B

[Gray Bender @graybender]

6/ Energy affordability & dominance are top US priorities, but these tariffs may hurt industry more than help it. Will they stick, or is another policy reversal coming?

[Gray Bender @graybender]

6/ So where does this leave tech & energy companies betting big on AI-driven power demand?

That’s the billion-dollar question. And right now, no one has a clear answer.

Curious to learn more? Check out the full story in this week's Global Energy Lens: https://t.co/dCUKdoOAlj

[Gray Bender @graybender]

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 🧵👇

[Gray Bender @graybender]

5/ The real takeaway?

🔸 AI’s energy trajectory is uncertain.

🔸If efficiency gains outpace adoption, demand could level off—shifting energy market expectations while easing the clean energy transition.

🔸 But if AI workloads explode? We’re still looking at an energy crunch.

[Gray Bender @graybender]

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
https://t.co/yztBam6UzX

[Gray Bender @graybender]

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 this month, with a new post out today. Check it out here: A New Energy Tack in America https://t.co/dTh8Ysg1CI

[Gray Bender @graybender]

New newsletter out today, exploring some of the key trends around the EU's energy evolution, U.S.-Iran relations, and the future of Japan's role as an LNG trader. Check it out!
https://t.co/SreCvdhLJu

[Gray Bender @graybender]

In this week's post we look at Germany's #nuclearenergy phase out, takeaways fro the #G7 energy summit in Sapporo, and other trends in the #energysecurity space
https://t.co/ZstbJwTEz3

[Gray Bender @graybender]

Over the last year, I've been working closely with
@Harvard's @BelferCenter on their Geopolitics of Energy project. Building on this work work, I've started sharing weekly updates on the global energy sector. Check it out! https://t.co/NWCE3W1XDh