All Content

Thu, Jun 10, 2021

Shifting gears: Geopolitics of the global energy transition

A peak in global oil demand would have significant geopolitical and geoeconomic consequences for oil-producing and importing states alike. And while oil resources have afforded leverage to producing nations, many of these countries have not diversified their economies and remain highly dependent on oil revenue for economic and national stability.

Report by Robert J. Johnston

Energy & Environment Energy Transitions

Mon, Mar 9, 2020

Saudi Arabia and Russia feud over coronavirus oil response: Will everyone lose?

"While Russia’s decision last week not to support OPEC’s proposal for a production cut and the subsequent oil price war—which as of publishing has pushed Brent crude down more than 9 percent—is surely part of the larger story of the economic impacts of the coronavirus outbreak, it is actually better understood as a geopolitical story about how US energy production growth has strengthened the United States’ international posture, which in turn has reshaped a number of global relationships," Randolph Bell says.

New Atlanticist by David A. Wemer

Coronavirus Energy Markets & Governance

Sat, Jan 11, 2020

How can oil and gas companies contribute to the energy transition?

“There is no thing that is a magic solution” to climate change, according to Musabbeh Al-Kaabi, chief executive officer for petroleum and petrochemicals at the Mubadala Investment Company, but oil and gas companies are increasingly realizing that “the future outlook for energy consumption will require different sources of energy.”

New Atlanticist by David A. Wemer

Climate Change & Climate Action Energy Markets & Governance

Robert (“RJ”) Johnston is a nonresident senior fellow with the Atlantic Council’s Global Energy Center. He became chief executive officer of the Eurasia Group in 2013 after seven years as head of the firm’s Global Energy and Natural Resources Strategy Group. RJ is responsible for directing firm strategy and leads oversight of research, sales, and operations teams across five offices.

As the founder of the energy and natural resources practice, RJ works closely with corporate and institutional investor clients involved in the commodity and energy sector. Services range from board presentations to strategic planning, drawing upon his experience and analytical expertise in energy geopolitics and commodity markets. RJ also works closely with leading metals and mining firms and investors, assessing key trends involving country risk, supply and demand, and socioeconomic impact on the sector. He is an active public speaker on issues in the energy and natural resources sector, for events ranging from GE Ecoimagination “Future of Energy” to the Blackstone Energy Roundtable.
He is also a Global Fellow at the Canada Institute of the Woodrow Wilson Center. RJ also initiated Eurasia Group’s Days of Service community relations program in 2015 and he is on the board of Junior Achievement of Greater Washington.

Prior to joining Eurasia Group, RJ served as managing director of equity research at Medley Global Advisors, serving as the lead analyst for global energy equities. RJ, in addition, was a research director at UBS Warburg Energy, working directly in support of energy trading. And he previously directed internal research teams supporting oil, LNG, metals, and FX trading at Enron Global Markets. Earlier, at ArmorGroup, RJ directed political risk research for corporate clients in a variety of markets including China, Russia, Colombia, and Indonesia.

Recent notable achievements include published contributions to the World Economic Forum, the World Energy Council, the National Petroleum Council, the International Gas Union, and the Canadian Energy Research Institute, as well participation in the Ca, the Brookings Institution Task Forces on US Crude Oil and LNG Exports, and PwC Energy Visions, among numerous other endeavors. RJ holds a doctorate in international relations from American University.