When the boom hits the wall: A commercial reality check on fossil expansion

An integrated analysis of the UN Production Gap Report 2025 through the lens of reserve economics, capital allocation risk, and system dynamics

The End of Easy Oil: Strategic Risk Implications of the U.S. Shale Plateau (2025–2035)

The End of Easy Oil: America's Shale Engine Is Stalling - the World Isn’t Ready for What Comes Next

U.S. shale is plateauing - and neither Trump, nor the global economy, are ready. As fossil fuel energy growth stalls, the foundations of trade and dollar dominance begin to crack. The consequences will be profound.