Paul Domjan

Tellimer Research

Senior Contributing Analyst @ Tellimer Research

Paul writes for Tellimer, having previously been Head of Research. He joined Tellimer from 4CAST-RGE, a leading provider of thematic and intraday economic analysis, where he served as CEO. Paul has a strong background in public policy, as a special adviser to the UK parliament, energy security adviser to the U.S. Department of Defense and political scenarios analyst at Royal Dutch/Shell.

Paul Domjan
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Latest articles from Paul Domjan
Weekend Reading / United States of America

Reflecting on Afghanistan: How far we haven't come in 20 years since 9/11

Every childhood has a moment when the outside world comes crashing in, forcing one to realise the limitations of the boundaries of their childhood world. Had Al Gore become president he might not have invaded Iraq, but I expect that he too would have...
Tellimer Research Paul
Paul Domjan @ Tellimer Research 11 September 2021
Reflecting on Afghanistan: How far we haven't come in 20 years since 9/11
Reflecting on Afghanistan: How far we haven't come in 20 years since 9/11
Weekend Reading / Global

To unlock the energy transition, see electricity as a wave, not a commodity

Two important events in the battle against climate change and the energy transition happened in August. As the share of renewables rises, the inertia in the system falls, making it hard to maintain a stable frequency and AC waveform. It’s more valuab...
Tellimer Research Paul
Paul Domjan @ Tellimer Research 4 September 2021
To unlock the energy transition, see electricity as a wave, not a commodity
To unlock the energy transition, see electricity as a wave, not a commodity
Weekend Reading / Global

Hydrogen will be a cornerstone of the energy transition, but doesn’t replace oil

Two decades ago, when I was in the strategic planning department of an international oil company (IOC), the European oil and gas industry was enthralled by hydrogen. Here was another molecule with the alluring promise to decarbonise our business whil...
Tellimer Research Paul
Paul Domjan @ Tellimer Research 28 August 2021
Hydrogen will be a cornerstone of the energy transition, but doesn’t replace oil
Hydrogen will be a cornerstone of the energy transition, but doesn’t replace oil
Weekend Reading / Global

Americans should be talking about the fall of Rome: The Republic, not the Empire

With Kabul having fallen to the Taliban faster than even the most pessimistic observers imagined, copies of Gibbon’s classic Decline and Fall of the Roman Empire will surely be flying off the (virtual) bookshelves across America. Even in the decade b...
Tellimer Research Paul
Paul Domjan @ Tellimer Research 21 August 2021
Americans should be talking about the fall of Rome: The Republic, not the Empire
Americans should be talking about the fall of Rome: The Republic, not the Empire
Weekend Reading / China

Political logic dictates China’s crackdown on private enterprise will continue

In my summer reading list, I recommended that readers (re)discover János Kornai’s The Socialist System: The Political Economy of Communism to understand why recent moves against Chinese tech companies were not esoteric one-offs but rather a result of...
Tellimer Research Paul
Paul Domjan @ Tellimer Research 31 July 2021
Political logic dictates China’s crackdown on private enterprise will continue
Political logic dictates China’s crackdown on private enterprise will continue
Weekend Reading / Global

Expensive endgame: Oil prices will rise in energy transition, good for oil EMs

Two decades ago, I was a precocious new political analyst in Shell’s scenario planning team. My colleague Janet Ogunkoya argues that Africa, which relies on international oil companies (IOCs, also known as oil majors or supermajors) more than other r...
Tellimer Research Paul
Paul Domjan @ Tellimer Research 24 July 2021
Expensive endgame: Oil prices will rise in energy transition, good for oil EMs
Expensive endgame: Oil prices will rise in energy transition, good for oil EMs

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