The nexus between fossil energy markets and the effect of the COVID-19 pandemic on clustering structures

The main purpose of this paper is to analyze price returns series to investigate causality between international fossil energy markets and the effect of the COVID-19 pandemic on their clustering structures. The sample period covers August 1993 to June 2023. The empirical results from Granger causali...

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Main Author: Salim Lahmiri
Format: Article
Language:English
Published: Elsevier 2024-12-01
Series:Energy Nexus
Subjects:
Online Access:http://www.sciencedirect.com/science/article/pii/S2772427124000755
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author Salim Lahmiri
author_facet Salim Lahmiri
author_sort Salim Lahmiri
collection DOAJ
description The main purpose of this paper is to analyze price returns series to investigate causality between international fossil energy markets and the effect of the COVID-19 pandemic on their clustering structures. The sample period covers August 1993 to June 2023. The empirical results from Granger causality applied to tests show (i) no evidence of causality in both directions between Australian coal and Brent, and between Dubai crude oil and Australian coal, (ii) evidene of 52 unidirectional causal relationships across international fossil energy markets, and (iii) evidence of bidirectional causality between US gasoline and Brent, South African coal and Australian coal, Indonesian natural gas and Australian coal, Russian natural gas and Australian coal, and between South African coal and Russian natural gas. Besides, results from agglomerative hierarchical clustering show that the COVID-19 pandemic affected the structures in the clusters in fossil energy markets and increased the similarity between them. Overall, we provide insights about the connectedness and clustering among major international fossil energy markets to highlight important system dynamics that could be helpful for policy makers, traders and investors.
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spelling doaj-art-ae4c6b2ef29b49819755ba257ddcb9eb2025-08-20T02:38:42ZengElsevierEnergy Nexus2772-42712024-12-011610034410.1016/j.nexus.2024.100344The nexus between fossil energy markets and the effect of the COVID-19 pandemic on clustering structuresSalim Lahmiri0Department of Supply Chain and Business Technology Management, John Molson School of Business, Concordia University, Montreal, Canada; Chaire Innovation et Économie Numérique, ESCA École de Management, Casablanca, Morocco; Corresponding author.The main purpose of this paper is to analyze price returns series to investigate causality between international fossil energy markets and the effect of the COVID-19 pandemic on their clustering structures. The sample period covers August 1993 to June 2023. The empirical results from Granger causality applied to tests show (i) no evidence of causality in both directions between Australian coal and Brent, and between Dubai crude oil and Australian coal, (ii) evidene of 52 unidirectional causal relationships across international fossil energy markets, and (iii) evidence of bidirectional causality between US gasoline and Brent, South African coal and Australian coal, Indonesian natural gas and Australian coal, Russian natural gas and Australian coal, and between South African coal and Russian natural gas. Besides, results from agglomerative hierarchical clustering show that the COVID-19 pandemic affected the structures in the clusters in fossil energy markets and increased the similarity between them. Overall, we provide insights about the connectedness and clustering among major international fossil energy markets to highlight important system dynamics that could be helpful for policy makers, traders and investors.http://www.sciencedirect.com/science/article/pii/S2772427124000755Fossil energy marketsCausalityClusteringCOVID-19 pandemic
spellingShingle Salim Lahmiri
The nexus between fossil energy markets and the effect of the COVID-19 pandemic on clustering structures
Energy Nexus
Fossil energy markets
Causality
Clustering
COVID-19 pandemic
title The nexus between fossil energy markets and the effect of the COVID-19 pandemic on clustering structures
title_full The nexus between fossil energy markets and the effect of the COVID-19 pandemic on clustering structures
title_fullStr The nexus between fossil energy markets and the effect of the COVID-19 pandemic on clustering structures
title_full_unstemmed The nexus between fossil energy markets and the effect of the COVID-19 pandemic on clustering structures
title_short The nexus between fossil energy markets and the effect of the COVID-19 pandemic on clustering structures
title_sort nexus between fossil energy markets and the effect of the covid 19 pandemic on clustering structures
topic Fossil energy markets
Causality
Clustering
COVID-19 pandemic
url http://www.sciencedirect.com/science/article/pii/S2772427124000755
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