Liquidity Energy Global Macro View

Energy Global Macro View explores the intersection of energy markets with broader geopolitical, economic, and macroeconomic trends impacting supply, demand, and pricing.

Featured

Gas Turbine 6-Year Back-Log: Major Bull Signal

Nov 18, 2025

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1 min read

Gas Turbine 6-Year Back-Log: Major Bull Signal

Data Centers with inefficient turbines will burn 5-30% more gas than forecast

Mark Schaefer

Nov 3, 2025

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1 min read

Trump's Rosneft-Lukoil Sanctions

Mark Schaefer

Articles

Virginia Power Bills Jump $9/Month as LNG Exports Hit Record

Nov 23, 2025

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1 min read

Virginia Power Bills Jump $9/Month as LNG Exports Hit Record

The hidden cost of America's $7 arbitrage—and why the export bonanza engineers its own collapse by 2028

Edward Boyle

Nov 18, 2025

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1 min read

Gas Turbine 6-Year Back-Log: Major Bull Signal

Data Centers with inefficient turbines will burn 5-30% more gas than forecast

Mark Schaefer

Nov 3, 2025

•

1 min read

Trump's Rosneft-Lukoil Sanctions

Mark Schaefer