Paul Domjan

Tellimer Research

Senior Contributing Analyst @ Tellimer Research

Paul writes for Tellimer, having previously been Head of Research. He is CEO of Enoda, a start-up developing and commercialising technology to enable the transition to renewable energy and green hydrogen. 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. His writing at Tellimer represents his personal views.

Paul Domjan
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Latest from Paul Domjan
Weekend Reading / Global

How to build a tech business that will thrive in an inflationary downturn

The global economy appears to be on the brink of another recession for the second time in as many years. In many cases, this is justified on the basis that the product will achieve network effects that will allow the company to increase the price of ...
Tellimer Research Paul
Paul Domjan @ Tellimer Research 21 May 2022
How to build a tech business that will thrive in an inflationary downturn
How to build a tech business that will thrive in an inflationary downturn
Weekend Reading / Israel

A festive season for Muslims, Jews and Christians is a worrying time for Israel

For only the second time in my life, Muslims will celebrate Ramadan as Jews celebrate Passover and Christians celebrate Easter.[1] It should be a time for shared celebration of revelation and redemption and remembering the ties that bind together the...
Tellimer Research Paul
Paul Domjan @ Tellimer Research 16 April 2022
A festive season for Muslims, Jews and Christians is a worrying time for Israel
A festive season for Muslims, Jews and Christians is a worrying time for Israel
Weekend Reading / Global

Afghanistan in Europe: Why investors should be cautious of the peace rallies

This is the final instalment of a series of reports about the war in Ukraine. A change in any of these factors in the coming months could precipitate a Russian victory, although, for reasons I will explore shortly, such a victory would likely be as p...
Tellimer Research Paul
Paul Domjan @ Tellimer Research 2 April 2022
Afghanistan in Europe: Why investors should be cautious of the peace rallies
Afghanistan in Europe: Why investors should be cautious of the peace rallies
Weekend Reading / Global

The arms trade up-ended: A window of opportunity for Turkey, South Africa, India

A British Army colonel with whom I worked two decades ago used to explain that one country buying a major weapons system from another as like getting married and having children. The real test though of the NATO supply structure was Turkey’s decision...
Tellimer Research Paul
Paul Domjan @ Tellimer Research 19 March 2022
The arms trade up-ended: A window of opportunity for Turkey, South Africa, India
The arms trade up-ended: A window of opportunity for Turkey, South Africa, India
Weekend Reading / Global

China will win the West vs Russia sanctions game, as football shows

This is the third of a series of reports about the war in Ukraine. There will certainly be a chapter, perhaps several, on sportswashing and the geopoliticisation of sport. But this isn’t China’s only victory. The UK Foreign Office has already concede...
Tellimer Research Paul
Paul Domjan @ Tellimer Research 12 March 2022
China will win the West vs Russia sanctions game, as football shows
China will win the West vs Russia sanctions game, as football shows
Weekend Reading / Russia

Russia will dominate energy security until the grid is fit for renewables

Prior to the invasion of Ukraine, I argued that Joe Biden seemed poised to make a serious foreign policy mistake because he misunderstood energy security. The challenge is economic security: oil markets are liquid and disruptions to supply in one are...
Tellimer Research Paul
Paul Domjan @ Tellimer Research 5 March 2022
Russia will dominate energy security until the grid is fit for renewables
Russia will dominate energy security until the grid is fit for renewables

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