Energy Commodities in Transition

The ongoing multicrisis challenges established energy commodity structure to their core. Growing geopolitical fragmentation and more extreme weather events undermine established trading structures and feed into market volatility. The increasing use of algorithmic trading and trend-following AI threaten to turn any crisis into a long-term trend. Simultaneously, many countries attempt to rebuild their energy supply around low-emitting, renewable energy sources. In this environment, governments and businesses would be ill-advised to treat business as usual as their baseline.

This certainly holds for a traditional importing region like the EU. While oil and gas – supposedly on their way out – continue to play a strong role in energy supply, nuclear energy and coal are being phased out. At the same time, new energy or energy-adjacent energy commodities like green hydrogen or abated CO₂ require completely new market structures to be created, often from scratch. Other commodities like battery metals or rare earths are more established but carry substantial concentration risks. In this world, every energy commodity carries its own set of challenges.

This is where my concept of ‘Commodity Transition / ‘Rohstoffwende’ comes in. The goal is to support market participants, regulators and the public in managing the risks and realizing the opportunities of this highly dynamic phase in global energy commodity markets.

Currently, my focus is on teaching activities for LNG markets. The following offerings are available in German or English:

• Presentations on energy topics with relation of global LNG markets, including questions of security of supply, price development or general market questions. Feel free to contact me to discuss specific topics.

• One- day seminar ‘Introduction to LNG-markets’ in cooperation with Enerchase GmbH. The seminar is aimed at energy professionals without prior experience in LNG markets. Please contact Sarah Stöcker at seminare@enerchase.de in case of interest.

• Half-day seminar ‘Global LNG Markets Between Security, Sustainability and Affordability’ as an introduction to the key concepts of LNG markets for students, interested members of the public, policymakers or very early-stage professionals.

Feel free to contact me to discuss additional formats or discuss your specific training needs.

It is my goal to offer insights across the larger energy commodity transition in the future. I would be glad to hear about your specific needs and interests to develop the formats that would help you most. You can contact me using this form, via email or on Linked-In. My Substack is available in English and German.