Rapidan Exclusive Live Briefings
Every year, Rapidan produces over 50 live briefings that cover the timely topics our clients - and the industry - need to know. Ranging across oil and gas markets and outlooks, to the latest in energy policy, to the impact of current geopolitical activities around the world, our briefings answer all questions your business needs to know in today’s energy landscape.
Upcoming Live Briefing
Gridlock: The Policy Risks Behind America’s Power Price Surge
Join Rapidan’s Energy Policy Service team for an overview of our expanded power sector coverage and the debut of our Transmission-At-Risk Deeper Dive. We will examine political risks associated with rising power prices, expected state-level policy responses, legal and political factors affecting the AI demand center buildout, prospects for federal permitting reform, and the legal and regulatory barriers slowing long-haul transmission. Learn how Rapidan’s tools help clients stay ahead of market-moving developments across federal, state, local, and RTO levels.
Service Presenting: Energy Policy Service
Thursday, December 11, 2025
10:00am ET (15:00 UK time)
Recent Live Briefings
Geopolitical Risk Outlook — Combing Through Sanctions on Russia, a Possible Ceasefire in Ukraine and US-Venezuela Tensions
Please join Fernando Ferreira, Director of Rapidan’s Geopolitical Risk Service, and Hunter Kornfeind, Senior Macro Energy Analyst, for a quick rundown on the latest geopolitical dynamics affecting energy markets.
Host: Geopolitical Risk Service
Date released: 11/21/2025
If SCOTUS Strikes Down IEEPA: Trade Leverage and the Path Forward
The Supreme Court may block IEEPA tariffs, but Trump’s trade toolkit is far from empty. Join EPS Director Glenn Schwartz as we assess invalidation scenarios, the odds of prospective vs. retroactive relief, how long refund processes could take, and which fallback tariff tools the administration can pivot to immediately.
Host: Energy Policy Service
Date released: 11/11/2025
Oil Tsunami Appears on the Horizon – What Gives Next?
As latest price, curve and fundamental data show the long-warned, widely expected supply surplus is materializing, Rapidan's Global Oil Service will review prospective fundamentals and brief on possible and likely supply responses from OPEC+, sanctions on Russia and Iran, and US shale producers.
Host: Global Oil Service
Date released: 10/23/2025
October Surprise — Sanctions, Ceasefires and Geopolitical Tensions Shaping Energy Markets
What are Brussels and Washington planning for the next round of sanctions on Russia? Could President Trump’s upcoming meeting with President Putin in Budapest pave the way for a sustainable ceasefire in Ukraine? How might Israel-Iran tensions evolve in the coming months? And where are US-Venezuela relations headed — and what could that mean for crude flows?
Host: Geopolitical Risk Service
Date released: 10/21/2025
Rapidan's Long Term Oil Outlook
Rapidan will brief clients on its annual Rapidan Oil Outlook (ROO) which projects global oil fundamentals to 2050. The key theme this year is that the consensus is moving towards Rapidan's long-held view that peak global oil demand is far off, with the refining sector especially tight in the medium term; but a near-term oversupply must be managed to avoid a sharp price drop.
Host: Global Oil Service
Date released: 11/20/2025
Keep calm, but Buckle up: 65% Odds of a US-China Deal in the Next 4 Months
Washington and Beijing are taking steps to de-escalate last week’s tensions. Looking ahead, while there may be more white-knuckle moments, we expect brinkmanship will be limited to rhetoric and threats, stopping short of policy actions that disrupt trade. We ultimately assess 65% odds that the two sides will announce an agreement within two to four months, averting President Trump’s threatened November 1 tariff increase along the way.
Host: All Services
Date released: 10/16/2025