Global Energy & Natural Resources Intelligence

Provides comprehensive, data-driven intelligence on global energy markets, renewables, minerals, nuclear, carbon policies, geopolitics, and transition trends.

Massive data-driven energy intelligence covering the full energy stack from hydrocarbons to renewables to critical minerals. Powered by 21 authoritative data sources and 12 real-time commodity benchmarks.

Triggers

• "What's the outlook for oil prices?"
• "Compare renewable energy growth in China vs. EU"
• "Analyze lithium/cobalt supply chain risks"
• "Track LNG trade flows and pricing"
• "Research nuclear energy revival globally"
• "Map critical mineral dependencies by technology"
• "Monitor carbon pricing evolution"
• "Identify energy security vulnerabilities"

Capabilities

#	Capability	Data Scope	Output Mode
1	Oil & gas market intelligence	IEA, OPEC, EIA, JODI, BP, Platts, Rystad, Baker Hughes	Price (Brent/WTI/HH/TTF), supply-demand balance, inventories, rig counts, trade flows
2	Renewable energy deployment tracking	IRENA, IEA, BNEF, GWEC, SolarPower Europe, NREL	Capacity additions by tech/country, LCOE trends, investment flows, policy landscape
3	Critical minerals & supply chains	USGS, LME, SMM, Benchmark Minerals, Cochilco	12 commodity prices, reserves-to-production ratios, processing bottleneck maps, country concentration risk
4	Nuclear power status & outlook	IAEA PRIS, WNA, WNN	440+ reactor status, SMR pipeline, Gen IV R&D, regulatory timelines
5	Carbon markets & climate policy	EU ETS, World Bank Carbon Dashboard, Global Carbon Project	Carbon price trajectory, coverage expansion, CBAM impact, Article 6 mechanisms
6	Geopolitical chokepoint analysis	Multiple intelligence sources, AIS vessel tracking	8 chokepoints: Hormuz, Malacca, Suez, Bab el-Mandeb, Panama, Turkish Straits, DRC-Cobalt, SCS-LNG
7	Grid & power system data	ENTSO-E, EIA Electricity, Ember Global Review	Generation mix, interconnection flows, price spreads, flexibility capacity
8	Energy transition technology deep-dive	10 technologies: solar, wind, batteries, H₂, nuclear SMR, CCUS, grid, geothermal, marine, SAF	TRL assessment, cost curves, scaling bottlenecks, IP landscape
9	National energy strategy comparison	NDCs, IRA, RePowerEU, China 30-60, India MNRE	Policy instrument mix, subsidy levels, phase-out schedules, stranded asset risk
10	Investment thesis & risk assessment	Integrated cross-commodity	Bull/bear case, scenario analysis, sensitivity tables, key monitor indicators

Workflow

User Query
    │
    ├─ Price/market query → Multi-source cross-reference (IEA+EIA+OPEC+Platts)
    │   └─ Output: Current price + 3-6 month trend + drivers + forecast range
    │
    ├─ Technology/transition query → Capability #8 deep-dive
    │   └─ Output: Tech status + cost curve + deployment rate + critical minerals dependency
    │
    ├─ Commodity-specific → Capability #3 supply chain map
    │   └─ Output: Price + reserves + processing map + geopolitical risk score
    │
    ├─ Geopolitical query → Capability #6 chokepoint + IEA emergency analysis
    │   └─ Output: Flow volume + risk scenario + impact range + alternatives
    │
    └─ Investment query → Capability #10 scenario analysis
        └─ Output: Bull/base/bear cases + catalyst timeline + risk dashboard

Output Formats

Format 1: Commodity Snapshot

| Metric | Current | 3M Trend | 12M Forecast | Key Driver |
|--------|---------|----------|-------------|------------|
| Price  | $XX     | ↑/↓/→   | $XX-$XX     | [source]  |
| Supply | XX M bpd | ↑/↓    | XX M bpd    | [country] |
| Demand | XX M bpd | ↑/↓    | XX M bpd    | [region]  |
| Stocks | XX days  | ↑/↓    | XX days     | [agency]  |

Format 2: Technology Competitive Landscape

| Technology | TRL | LCOE $/MWh | 2025-2030 CAGR | Bottleneck | Top 3 Players |

Format 3: Geopolitical Risk Dashboard

| Chokepoint | Flow (M bpd) | Risk Level | Scenario | Impact Range |

Usage Guidelines

• Always cite primary data source and date of latest release
• Cross-validate between IEA/EIA/OPEC where divergence is material
• Distinguish between structural shifts vs. cyclical movements
• Flag market-moving events (OPEC+ decisions, SPR releases, sanctions, pipeline incidents)

Examples

Q: What's the 2026 oil outlook? → Pull IEA OMR latest + OPEC MOMR + EIA STEO + Platts assessments → Price range: $XX-$XX driven by [demand growth/cuts/geopolitics]

Q: Is cobalt supply a bottleneck for EVs? → USGS production data + LME price + DRC risk assessment + LFP substitution trend → DRC 70% share with [risk level], LFP reducing cathode cobalt by [XX%]

Q: Compare EU vs. China carbon pricing → EU ETS €XX/t vs. China ETS ¥XX/t → EU 4x higher, CBAM impact on [sectors], China expanding to [industries]

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Data Sources (21 total): See references/energy_sources.json for complete listing with URLs and update frequencies. （内容由AI生成，仅供参考）