Rising South American production reshapes global supply (written for Wiley, July 26) Rising South American output is helping offset reduced crude flow from the Middle East. The increases come thanks to the strong performance of Brazil’s Petrobras, and more recently, Argentina’s YPF, combined with investment from international oil companies attracted by a variety of low-cost, … Read more

Originally published in Wiley’s Oil and Energy Trends, March 2026. US-Israeli attacks on Iran have taken out the main leadership and led Iran to assert control over the Strait of Hormuz, through which up to 20% of global oil and gas supply passes. Iran has also hit surrounding countries, with attacks focused on US assets, … Read more

Ghost written for Warwick Business School’s Core Insights publication September 2025 (this is an example of work I have been doing for WBS since 2019). How ‘small worldness’ can mitigate supply chain risks. The collapse of the Rana Plaza building in Bangladesh remains one of the biggest supply chain scandals ever to hit multinational companies. … Read more

Originally written for Wiley’s Oil and Energy Trends in July 2025. (5200 words) Trump’s tariffs and pro-fossil fuel energy policies, along with China’s massive success in low carbon energy are redefining the global energy landscape, which in turn will strongly influence the future of global geopolitics. A global division in energy pathways is developing and … Read more

(Originally written for Wiley’s Oil and Energy Trends journal, end-April 2025) US tariffs and other sanctions, along with the response from China, are threatening economic growth, softening energy demand expectations and reducing prices, as well as rearranging some key global trade flows and undermining upstream investment. The biggest trade impact is within North America and … Read more

Original version of article published by E-FWD in mid-October 2024. Also, here’s a link to the E-FWD edited version LNG and interconnectors are the security focus this winter Without the substantial Russian gas pipeline deliveries of pre-2021/22, Europe and the UK are far more reliant on the volatile global LNG market, where they have to … Read more

Liquid air storage: the answer to wind intermittency? – E-FWD (energyvoice.com) Long-duration energy storage requires efficient, cheap and scalable solutions. Does liquid air energy storage fit the bill? Storing energy for long periods of low renewable supply is one of the toughest nuts to crack in the energy transition. Batteries and pumped hydro have been … Read more

Written for Wiley in March As the energy transition gets underway and the urgency of combating global warming intensifies, there are widely divergent opinions on how the transition is going. The loudest critics and biggest pessimists, rather unsurprisingly, have a lot to lose from a switch to green energy, and include oil giants such as … Read more

Written for Wiley in Mid-December. The northern hemisphere experienced its warmest October and November on record (dating back to the 1880s) – significantly reducing gas demand for space heating and power generation, and triggering a slump in prices. Northern hemisphere land temperatures were 2.61°C above the long-term seasonal average in October and 3.04°C above the … Read more

https://www.linkedin.com/posts/jeremy-bowden-30880829_report-written-for-willmott-dixon-on-green-activity-7067837077215682560-BLy8?utm_source=share&utm_medium=member_desktop Willmott Dixon White Paper (Written March 2023 – original text) How can we increase green building finance to ensure the UK can meet its decarbonisation commitments? – A view from the front line. Based on round table discussions in Cardiff and Bristol hosted by Willmott Dixon. List of attendees Cardiff Guests: Hosts: Bristol Guests: … Read more