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Changes at the EIA spark questions about the continuity and accuracy of US energy reporting.
Federal reforms, LNG and power demand growth drive new project momentum, though regional roadblocks persist.
The trend for fewer but larger deals continued in H1 2025 .
Can the region deliver secure, advantaged supply to Europe?
As oil and gas exploration and production (E&P) companies push to meet demand through new discoveries and extended field life, analogue analysis remains critical.
High oil prices may force a rapid rethink on EV adoption, even as the market faces setbacks.
Shipping disruptions in the Strait of Hormuz are rippling through global energy markets, raising oil price risks and putting pressure on the world economy
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 shale hits a turning point - oil output is stalling as prices fall short of sustaining growth. What does this mean for global markets?
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
If he wins a second term, former President Trump will aim to boost US oil and gas output. It will be easier to raise demand than supply.
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.
Manufacturers have been scaling back plans for growth. But the long-term trend is still towards electrification
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