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Reports Energy and geopolitics report

Energy and geopolitics report

Energy is now a weapon. Supply chains are battlegrounds. Prices are no longer just about demand.

This special report explores how war, sanctions, and trade politics are reshaping energy flows and risk premiums. From Russia’s pivot to China to Europe’s gas phase-out, this is your snapshot of a system under geopolitical pressure.

Download the full report to understand the shifting forces behind prices, policy, and security of supply.

What’s inside?

Montel’s latest geopolitical briefing analyses how today’s energy market is shaped by conflict, alliances, and uncertainty not just fundamentals.

You’ll get insight on:

  • Russia’s strategy to re-route gas to China via PS2

  • The EU’s 2028 ban on Russian gas and what comes next

  • Trump’s energy diplomacy and its global ripple effects

  • Risks to LNG flows from Qatar, Russia, and the US

  • How tariff wars and trade policy distort market signals

  • The rise of infrastructure sabotage and hybrid warfare

Who should read this?

This report is made for:

  • Energy traders and analysts watching price risk evolve

  • Policy professionals and advisors tracking gas security

  • Utilities and buyers preparing for global LNG disruption

  • Anyone invested in Europe’s energy transition and resilience

Key takeaways

  1. Geopolitics is now embedded in energy markets Prices no longer follow only fundamentals conflict, sanctions, and diplomacy shape volatility and trade.
  2. China is backing Russian energy expansion The PS2 pipeline and LNG rerouting mark a major shift in global gas flows, with Europe set to lose leverage.
  3. Europe’s 2028 gas import ban is historic but risky While diversification is underway, reliance on US LNG brings its own political dependencies and cost pressures.
  4. Germany’s grid reform will reshape European flows Power producers will soon pay grid fees, nudging prices and generation location decisions across the EU.
  5. Middle East instability and US politics raise stakes Conflict in Gaza, Iran’s deterrence, and US tariff diplomacy all add layers of uncertainty to global energy supply.

FAQs

  • Not fully but it is already the top importer of sanctioned oil and LNG. The PS2 pipeline could double supply by the 2030s.
  • Yes, but not easily. LNG adds resilience but not autonomy. Europe swaps pipeline risk for market volatility.
  • Very. Ukraine’s infrastructure has been hit repeatedly, and Europe’s grid and gas systems are not immune to disruption.