Beyond the bottleneck: navigating a new era of energy security

The first quarter of 2026 has reshaped the global energy conversation, placing security, resilience, and strategic infrastructure at the forefront. With the Strait of Hormuz at a standstill and volatility reverberating across markets, this edition of the Energy Connects Quarterly Review examines how the industry is navigating this defining moment. Expert analysis unpacks the strategies, technologies, and partnerships underpinning a more resilient global energy system, along with reviewing the impact of the Middle East conflict across energy markets.

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Interviews

From CCS to sovereign compute: Canada’s roadmap to secure the future of energy

Minister Hodgson explained why Canada is diversifying to become a primary energy partner for India and the Global South, how the country plans to meet the massive electricity demands of data centres and electrification through scaling up “nation-building” grid infrastructure and sovereign compute power, and how the fusion of finance, technology, and energy creates the pathway to a lower-carbon future. Minister Hodgson also discussed the significance of the landmark Canada-Alberta agreement, which aligns emissions reduction goals with hydrocarbon production and the development of the world’s largest carbon capture (CCUS) projects, and how Canada’s regulatory reforms make it the premier destination for long-term energy investment.

Tim Hodgson
Interviews

Lessons from Davos: key forces shaping the energy transition

In an exclusive interview, Espen Mehlum, Head of Energy at World Economic Forum, speaks to Energy Connects on the key insights from Davos this year and the forces shaping the global energy transition. The discussion explores rising energy security concerns, the rapid growth of electricity demand, the dual role of AI as both a driver of consumption and a tool for system optimisation, and the latest findings from the World Economic Forum’s Energy Transition Index.

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Thought Leadership

Explained: G7 announces historic release of emergency reserves

G7 economies and the International Energy Agency on Wednesday agreed to release a record 400 million barrels of oil from their strategic stockpiles to combat the volatility in global oil prices, as the Middle East conflict showed no signs of abating in its second week. The IEA said all 32 member countries backed the move, the sixth coordinated stockpile release since the 1970s. US Energy Secretary Chris Wright said Washington would contribute the bulk of ‌the supply, by supplying 172 million barrels.

Oil Reserves

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