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The Oryx Bulletin
The Oryx Bulletin offers industry insights, analysis, and updates across multiple sectors. Our goal is to provide our clients with dedicated insider information, expert commentary, and timely market updates. We cover developments in energy, resources, infrastructure, technology, sustainability, finance, and other strategically relevant areas, delivering comprehensive analysis and market intelligence.
To ensure a wide range of perspectives, we regularly invite guest writers and industry experts to contribute their insights, offering our readers a deeper understanding of global trends and opportunities.
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Political Analysis and Commentary
Cyclical Political Regression and the Economics of Instability: Investment Challenges in the Oil, Gas, and Mining Sectors
Across much of the resource-rich developing world, the extractive industries operate within recurring cycles of political volatility, institutional weakness, and economic regression. This paper examines how these cycles undermine investment stability and distort the long-term potential of the oil, gas, and mining sectors. Using case studies from Latin America, West Africa, the Former Soviet Union (FSU), the Middle East, and Asia-Pacific, it critically assesses the mechanisms by which governance fragility converts geological opportunity into macroeconomic risk.
Particular attention is paid to Colombia, Peru, Ecuador, Venezuela, Argentina, and their Latin American peers; the hydrocarbon economies of Nigeria and Ghana; Kazakhstan and Uzbekistan in the FSU; the post-conflict and sanction-ridden systems of Libya, Iran, and Iraq; and the bureaucratic constraints that characterize Malaysia and Indonesia.
The paper argues that resource dependency magnifies political cycles: as governments oscillate between liberalization and state control, investor confidence erodes, capital costs rise, and project horizons shorten. The findings have implications for both policymakers seeking to attract sustainable investment and investors navigating the high-risk, high-return landscapes of politically cyclical economies.
Published in November 2024
Energy
Surface or Near-Surface Storage of Nuclear Waste: A Pragmatic Solution
Nuclear energy stands as one of the most efficient and low-carbon energy sources available, with unparalleled energy output relative to the waste produced. Unlike fossil fuels, which emit significant quantities of greenhouse gases and other pollutants, nuclear energy produces virtually no direct emissions during operation. This characteristic positions nuclear power as a cornerstone in global efforts to combat climate change while ensuring energy security.
Despite these advantages, the challenge of managing nuclear waste—particularly high-level radioactive waste (HLW)—remains a critical issue that has hindered broader adoption of nuclear technology.
The current approach to nuclear waste management largely focuses on deep geological storage, which involves isolating HLW in stable rock formations such as shale, granite, or salt. These methods aim to ensure long-term containment and minimize environmental impact. However, deep geological storage faces significant technical, financial, and ethical hurdles. The inherent uncertainties in predicting geological stability over millennia, coupled with the high costs and social resistance to repository projects, demand a reconsideration of alternative approaches.
This summary paper advocates for surface or near-surface storage solutions as a viable, efficient, and safer alternative for HLW management. These facilities—modeled after interim storage sites currently in use—offer accessibility, control, and full monitoring capabilities. They address the inherent risks of deep geological storage while providing the flexibility to adapt to future advancements in waste processing and reuse technologies. By adopting surface or near-surface storage, society can achieve a balanced approach that prioritizes safety, cost-effectiveness, and intergenerational equity.
Published in January 2025
Energy
The Failed German Energiewende: An Examination of What Went Wrong Unrealistic Goals, Policy Failures, and the Economic Fallout of Germany’s Energy Transitioning
The Energiewende, or "energy transition," was one of the most ambitious energy projects ever undertaken by any modern industrialized nation. Launched by Germany in the early 2000s and officially adopted by the government in 2010, the plan aimed to drastically reduce the country's carbon emissions while phasing out both fossil fuels and nuclear energy in favor of renewable sources. At the heart of the Energiewende was a noble vision: to reduce Germany’s environmental footprint, increase energy efficiency, and inspire the world by becoming a forerunner in combating climate change.
For many years, Germany was lauded for its proactive stance on environmental issues, positioning itself as a leader in the global fight against climate change. The Energiewende was seen as a testament to this leadership. However, as the years unfolded, it became increasingly clear that the plan was fraught with significant challenges. While the intent was widely appreciated, the execution faltered. The transition process revealed deep-seated inefficiencies and misjudgments, leading to widespread criticism both domestically and internationally.
This document explores what went wrong with the Energiewende, why it was seemingly doomed from the start, and how the policy’s failure had far-reaching economic consequences, ultimately contributing to the downturn of the once-mighty German economy.
Published in January 2025
Energy
The Energy Transition Has Failed: A Short, Critical Examination of the Global Energy Paradox
Over the past decade, the global energy transition has emerged as a central policy and economic priority. Governments and private investors have collectively committed over $11 trillion to the expansion of renewable energy technologies, including wind, solar, and other low-carbon solutions. Despite these efforts, hydrocarbons continue to supply approximately 80 percent of global primary energy, raising serious questions about the efficacy and strategy of the transition. This paper critically examines the persistence of fossil fuels, structural impediments to renewable adoption, and the implications of rising energy demand fueled by technological expansion. Using data from global energy markets, corporate statements, and policy analyses, this study argues that the energy transition has failed in its current conception, producing an expansion of energy consumption rather than a meaningful decarbonization. The following text provides a commentary on the facts and observations recently presented by Amin Nasser regarding the global energy transition.
Published in October 2025
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