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Our gas and LNG experts assess how the Middle East conflict could reshape global LNG supply, prices and energy policy
The UAE’s shock departure from OPEC marks the bloc’s biggest split since 1960, raising fresh questions over supply discipline and oil prices
The now twice extended ceasefire between the US and Iran and ongoing talks towards peace give hope that the war ends soon. If a sustainable agreement is finally reached – and as we write it’s still a big if – it could lead swiftly to the reopening of the Strait of Hormuz, kick-starting the proces...
Europe’s gas market is edging closer to a winter supply challenge as geopolitical disruption, low storage levels and tight LNG markets push prices higher
Ed Crooks examines how surging fuel prices could test the US economy and the Trump administration’s resilience narrative.
High oil prices may force a rapid rethink on EV adoption, even as the market faces setbacks.
Why global energy companies are betting billions on US shale, LNG and offshore assets and why the dealmaking wave isn’t slowing down
Following the US capture of Nicolás Maduro, Washington is moving quickly to reshape Venezuela’s oil sector but attracting the scale of investment needed will be far from straightforward
US strikes on Iran raise geopolitical tensions and energy risks; oil, LNG markets react cautiously. Plus: clean energy tax cuts, Spain blackout inquiry.
Missile strikes and rising tensions between Israel and Iran are shaking global energy markets - discover what it means for oil, gas and power
Diamondback has warned of declining activity, but not every producer agrees
Buoyant US oil and gas exports can only be a partial solution to the deficits targeted by the Trump administration
With US oil production set to plateau, E&Ps are looking overseas for growth. Could this mark a new era of international expansion?
The cost of the threatened 10% tariff on oil and gas would fall mainly on Canadian producers, because they are tied to the US market
The evolving US tariff landscape is creating uncertainty across industries, especially in energy, with fluctuating import tariffs impacting global markets and forcing businesses to adapt.
US energy policy is shifting - what does it mean for renewables, oil and gas?
Breaking down the impact of US tariffs on energy, trade and global markets
The US is sometimes thought to be immune to the impact of a steep rise in crude prices, because of the strength of its oil industry. But that view is an oversimplification. How might US E&Ps respond to disruption to global oil supplies?
Senator Joe Manchin is facing one last job before leaving Congress: passing legislation that could transform the outlook for energy investment in the US. His permitting reform bill aims to realise the potential of the Inflation Reduction Act.
The OPEC+ countries are taking on the delicate task of trying to raise oil production without crashing the market. They are starting cautiously, but the global economic outlook holds plenty of downside risks for demand and prices.
Two big European oil companies have recently announced deals to strengthen their holdings in US shale gas. The deals are small, but point to an important trend: the European companies still see the US as a core country.
Excess capacity has sent solar panel prices tumbling. In the early 2010s, the stretch goal was to get the cost down to 50c a watt. Now they are selling in China for just 11c. That is great for solar deployment, but less good for manufacturers.
A mild winter has driven US gas prices down to levels last seen during the pandemic. After the spike in prices in 2022, it seems as though the market has become more volatile. One key reason is that the US has not been building enough gas storage.
The Biden administration’s pause in LNG project approvals points to new political risks for US gas exports. Blue ammonia could be a solution
A solar slowdown, relief for OPEC+, the rise of blue hydrogen, and other trends to watch out for in the year ahead
Countries including China and India want the climate talks to address unilateral measures such as the EU’s CBAM and the US Inflation Reduction Act.
Saudi Aramco invests in gigawatt-scale solar, India sets its low-carbon hydrogen standard, Engie buys battery storage in the US, and more.
A step forward for Occidental Petroleum’s direct air capture strategy, growing demand for oil, and the rest of the week’s big energy news.
Solar power construction breaking records around the world, oil and gas taxes under review in the UK, the latest on the claims of a breakthrough in superconductors, and more.
Investment in US LNG is booming. But projects that have not taken FID could be hit by new export rules
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