nCa Analysis The global energy transition was never going to be linear. But few anticipated a disruption of this magnitude. The unfolding Iran war has shaken the foundations of the global energy system. With the Strait of Hormuz under persistent stress, LNG infrastructure in the Gulf damaged, and supply chains fraying, the world is confronting a sudden and uncomfortable … [Read more...]
Kazakhstan Bets on Coal, Gas, and Hydropower to Bolster Energy Independence
President Kassym-Jomart Tokayev outlined a strategic shift in the nation’s energy policy, prioritizing traditional power sources—coal, natural gas, and hydropower—to ensure immediate energy self-sufficiency. The President emphasized that Kazakhstan should actively commission new generating capacities now, rather than waiting for the completion of planned nuclear power … [Read more...]
The Role of Caspian Energy in Global Supply Chains
The Caspian Sea region continues to be a pivotal energy hub, contributing significantly to global oil and natural gas markets. Azerbaijan, Kazakhstan, Turkmenistan, and Uzbekistan account for a substantial share of hydrocarbon reserves, with petroleum production from offshore Caspian fields constituting 1% of global oil supply and natural gas output exceeding 4 trillion cubic … [Read more...]