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Oil and refining impact of US reciprocal tariffs
On 2 April, President Trump issued sweeping tariffs by executive order with a minimum rate of 10% applied to all trade partners, with some economie...
Spring arrives … and so do the blackouts
On 24 March, the Yucatán Peninsula experienced a blackout lasting over seven hours. The blackout affected four states—Campeche, Quintana Roo, Tabas...
Global gas industry in the Delayed Energy Transition scenario
In this analysis, we discuss a potential future of the global gas and LNG market in the case of a delayed energy transition – a scenario where glob...
What impact would a peace deal have on Russian oil production?
On 18 March, President Trump held a call with Vladimir Putin, discussing a potential 30-day ceasefire with Ukraine. Russia agreed to pause attacks ...
Will Russian gas and LNG come back?
The geopolitical landscape surrounding the Russia-Ukraine conflict is entering a new phase, with the new US administration pushing to broker a deal...
Impact of tariffs on North American gas and oil markets
US tariffs against Canada and Mexico were imposed on 4 March and then lifted for some imports on 6 March with an intended start date now set in ear...
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