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Intelligence for the New World Economy

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Intelligence for the New World Economy
Semafor World Economy
Eugenia Perozo

Eugenia Perozo

Newsroom Fellow

Email Eugenia

Hormuz disruption will lead to ‘structural shift’, Shell Foundation CEO says

The disruption will result in “a permanent shift to energy that is much more reliable,” Jonathan Berman said at Semafor’s The Next 3 Billion.
Shell Foundation CEO Jonathan Berman.
Semafor

Quantum has major emissions savings potential, report finds

The BCG Institute argued in its analysis that the industry’s long deployment cycles are more reason to plan ahead.
A quantum computer startup tests chips.
SEEQC/Handout via Reuters

House Democrats pitch energy plan ahead of the midterms

It is the most comprehensive energy platform Democrats have put forward in years.
Solar facility in Colorado.
Daniel Cole/Reuters

Coal plateaus in China amid electrification surge

Coal generation has stopped growing in 17 out of 26 Chinese provinces and regions.
A coal-fired power plant in China.
Maxim Shemetov/Reuters

Colombia’s new president wants to revive oil and gas sector

President Abelardo de la Espriella pledged to revoke a ban on new exploration licenses for oil and gas projects implemented under his predecessor.
Colombia’s President Abelardo de la Espriella.
Luisa Gonzalez/Reuters

Renewables investment stagnates, but solar boom continues

The dip over the past few years was driven primarily by a major contraction of the offshore wind industry.
Toby Melville/File Photo/Reuters

Data center demand drives gas development surge

A new study counted 189 gigawatts of gas-fired capacity in development in the first half of 2026.

US oil companies lock in Venezuela deals

After months of slow progress and noncommittal MOUs, international oil companies are making tangible headway in Venezuela.