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Paul Domjan
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.
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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 ...
Paul Domjan @ Tellimer Research 21 May 2022
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...
Paul Domjan @ Tellimer Research 16 April 2022
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...
Paul Domjan @ Tellimer Research 2 April 2022
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...
Paul Domjan @ Tellimer Research 19 March 2022
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...
Paul Domjan @ Tellimer Research 12 March 2022
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...
Paul Domjan @ Tellimer Research 5 March 2022
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