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Global Newsletter & Insights Series
Emily Stromquist has extensive experience advising corporate and financial services clients on geopolitical risk and energy markets, and has lived and worked across Europe, Eurasia, the Middle East, and Africa.
Previously, Emily was a senior analyst at Eurasia Group, where she covered energy markets and political risk in Eurasia. She then joined the International Energy Agency (IEA) in Paris as a Program Manager for Sub-Saharan Africa and Russia.
Most recently, Emily worked at several Middle East-focused risk advisory startups, advising clients on energy transitions and the impact on a range of policy, economic, and investment trends in the region. She is currently a non-resident scholar in the energy and economics program at the Middle East Institute.
Emily speaks Russian and French, holds a Master’s from Georgetown University’s School of Foreign Service and a B.A. from the University of Pennsylvania.
Foreword The Global Year Ahead The events of 2023 suggest that the global system has entered an intense period of structural transition that will reorder geopolitics and reshape the international business environment in fundamental ways. Russia’s war in Ukraine continues, frozen conflicts have reignited in places like Israel/Gaza and Nagorno-Karabakh,…
A year ago, political, corporate and market leaders across the globe contemplated what the buildup of Russian forces along Ukraine’s borders would portend. While the U.S. administration and intelligence community warned that a Russian invasion was likely, many corporate leaders and market participants were nevertheless taken by surprise when it…
Mixed signals across oil markets have created a very unstable landscape. Geopolitical tensions will underpin current volatility leaving little room to balance the market and stabilize prices for the foreseeable future. This has triggered a trend toward greater market interference and protectionism that could remain and spill into a wider…
Record high LNG prices have resulted in large cuts to LNG imports across Asia with varied impacts depending on spot market exposure, fuel-switching options and economic responses. Countries in Southeast Asia tend to be the most exposed, whereas countries like India, China, Japan, or South Korea have more fuel-switching options…
EU governments are doing their best to prepare for a winter of lower Russian gas supplies, but global price dynamics might strain European economies. National-level measures to protect consumers and firms will remain the default response, although their growing cost will increase the popularity of policy options such as windfall…
India is the latest in a series of countries to introduce export controls to protect domestic food supplies and tackle runaway food price inflation. The growing number of export bans threatens to exacerbate global food insecurity and spread into other agri-food segments, pushing up prices for other grains and cereals,…
European leaders are debating how to disrupt Russian oil flows to the bloc but reaching consensus on the correct approach is proving to be a challenge. Disruptions to Russian oil supply will be difficult and costly for Europe to replace and raise prospects for Russian retaliation. Any of the responses…
Disruptions to grain and oilseeds exports from the Ukraine war are exacerbating pre-existing shortages and food inflation resulting from the pandemic, higher energy and shipping costs, and climate events. Reductions in fertilizer exports from Russia and Belarus due to sanctions are further driving up prices and threatening crop yields. The…
Western leaders are looking at options to ratchet up sanctions, including a potential ban on Russian oil imports. Insufficient options to backstop for any losses of Russian crude and to calm markets will support recent, higher crude prices for a sustained period. Hub gas prices in Europe have soared to…
