Commodities & Energy

Cette étude est consacrée à la désalinisation de l’eau de mer, aux barrages et aux autoroutes de l’eau au Maroc, solutions innovantes privilégiées par Sa Majesté le roi Mohammed VI, notamment dans son discours du 29 juillet 2024 marquant le 25ème anniversaire de son accession au Trône. Discours dans lequel le Souverain rappelait que l’un des défis majeurs auquel le Royaume était confronté était celui d’un stress hydrique structurel et récurrent.L’analyse de 26 Stations de ...

On April 17, 2025, British oil and gas giant BP announced the export of the first cargo of liquefied natural gas (LNG) from offshore resources shared by Senegal and Mauritania. For the first time in their history, both countries have become LNG exporters. This milestone follows a series of pivotal developments in the region’s hydrocarbon sector. In late December 2024, offshore gas production began. By February 2025, LNG production had commenced. Earlier still, in June 2024, Senegal ...

Le 17 avril 2025, le géant britannique BP a annoncé qu’une première cargaison de gaz naturel liquéfié (GNL) avait été exportée à partir de ressources gazières exploitées au large du Sénégal et de la Mauritanie. Ces deux pays sont devenus, pour la première fois dans leur histoire, des exportateurs de GNL. Précédemment, il y avait eu trois autres dates particulièrement marquantes dans la valorisation des hydrocarbures dans cette zone. Fin décembre 2024, la production de gaz naturel of ...

This Opinion was originally published in Project Syndicate As the US-China rivalry intensifies, both powers are courting mineral-rich African countries in an effort to secure critical raw materials. Translating Africa's vast natural-resource wealth into lasting development requires an infrastructure-led strategy that delivers long-term value for local communities. ...

The author of this opinion, David Michael Terungwa, is a 2017 alumnus of the Atlantic Dialogues Emerging Leaders Program. As the world commemorates Earth Day 2025 under the theme "Planet vs. Plastics," it is a timely moment to turn our attention to one of the planet’s most overlooked heroes: the soil. Often hidden beneath our feet and largely absent from climate conversations, soil plays a vital role in sustaining life, supporting biodiversity, and buffering the impacts o ...

The second Trump administration’s reversal of federal climate policy is reshaping the U.S. energy and industrial landscape, with significant implications for macroeconomic performance, clean technology competitiveness, and global climate cooperation. While the deregulatory shift and emphasis on fossil-fuel production may generate short-term output gains in selected sectors, the long-term structural transformation necessary for sustained growth in an increasingly low-carbon global ec ...

This paper (see pages: 165-198), included in the book 'Green intersections: the global embedding of climate change in policy' was originally published on bruegel.org   The demand for energy in Africa is growing rapidly, driven by population growth, urbanisation and industrialisation. Nevertheless, over 600 million Africans still lack access to electricity, which represents a significant energy gap for the continent. At the same time, Africa is endowed with vast renewable ...

MENA faces a severe water crisis, with 12 of the world’s 17 most water-stressed countries. Climate change, population growth, inefficient water management, and weak governance drive this challenge. Water production, treatment, and distribution require high energy inputs, while energy generation depends on water for cooling and refining. The region must integrate renewable energy, especially solar power, into water solutions like desalination. Inaction could shrink GDP by up to 14% ...

Lithium prices have plummeted over the past two years, while demand is set to rise sharply to fuel the planned boom in electric vehicles and "clean tech". Is this a paradox, or is it typical of global commodity markets where instability is the rule and geostrategy plays a key role? An analysis of the mechanisms at work in the market for this strategic resource is needed to understand the shape this market may take over the next few years. ...

Le lithium a vu ses prix s’effondrer au cours des deux dernières années, alors que sa demande devrait fortement croître pour alimenter l’essor programmé des véhicules électriques et des ‘’ clean techs ‘’. Paradoxe ou situation caractéristique des marchés mondiaux de matières où l’instabilité fait loi et où la géostratégie joue pleinement son rôle ? Une analyse des mécanismes à l’œuvre sur le marché de cette ressource stratégique est nécessaire, afin de comprendre la p ...

Geopolitical tensions and competing interests define the Eastern Mediterranean's energy landscape. Vast natural gas reserves offer economic potential, but overlapping maritime claims and ongoing conflicts—particularly the Israel-Lebanon war and the Gaza conflict—threaten existing agreements and future projects. The European Union’s efforts to reduce dependence on Russian gas initially positioned the region as a key supplier, but escalating instability now puts these ambitions at ris ...