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Helen's Energy Journey
- Helen Thompson's path into energy began late after focusing on British monetary policy and political economy.
- The shale boom and 2008 crash helped her integrate energy with financial and political analysis.
Shale Boom Reshapes Geopolitics
- The US shale boom, enabled by low post-crisis rates, disrupts traditional oil geopolitics.
- It reshapes US-Saudi relations and creates gas rivalry between Russia and US in Europe.
Cheap Oil Underpinned 'End of History'
- The 'end of history' era thrived on a period of cheap oil in the 1990s.
- Central banks worried about rising oil prices but democratic politics largely ignored energy inflation then.