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Qatar’s Golden Pass dilemma
Golden Pass’s startup offers QatarEnergy a timely boost but may also force a difficult choice between honouring disrupted contracts and capitalising on soaring spot LNG prices
Lessons from the crisis
The US-Iran conflict demonstrates the need for diversification in several senses of the word. It also exposes the limits of Washington applying pressure on major oil and gas producers it considers geopolitical adversaries
Letter from the US: The oil market abyss
The overlooked oil supply issue is that even after the Strait of Hormuz opens, barrels won’t readily return
Do not politicise a geopolitical crisis – Ydreos
The Strait of Hormuz disruption has exposed weakness in the global energy system and reignited debate over security of supply, but it should not be used to justify an accelerated shift away from fossil fuels, says the secretary general of the IGU
Hormuz crisis delivers tailwinds for US LNG
Disruptions to Qatari LNG exports have highlighted the risks of concentrated supply, potentially strengthening the long-term position of US exporters despite limited near-term flexibility
The spectre of a European gas price cap returns
Brussels is again weighing a cap on gas prices amid the Hormuz crisis, but the measure could backfire by deterring the LNG cargoes Europe urgently needs
Trump’s bid to reshape the global energy order
From Venezuela to Hormuz, the US—backed by the most powerful military force ever assembled—is redrawing not only oil and gas flows but also the global balance of energy power
Energy dominance as diplomatic leverage
Energy sanctions are becoming an increasingly prominent tool of US foreign policy, with the country’s growth in oil and gas production allowing it to impose pressure on rivals without jeopardising its own energy security or that of its allies, argues Matthew McManus, a visiting fellow at the National Center for Energy Analytics
European gas: From bad to much worse
The continent’s inventories were already depleted before conflict erupted in the Middle East, causing prices to spike ahead of the crucial summer refilling season
Trump’s gasoline price pledge paradox
The US president has repeatedly promised to lower gasoline prices, but this ambition conflicts with his parallel aim to increase drilling and could be upended by his war against Iran
The EPA has proposed stricter measures to cut methane emissions
US Gas Methane
Brooke Bowser
Morgan Bazilian
11 January 2022
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Gas future hangs on emissions data transparency

Monitoring, certification and data science can sustain the fuel’s licence to operate

Cutting methane emissions in the oil and gas sector is critical for addressing climate change. One of the biggest challenges impeding progress is not financial or technological, but rather a lack of rigorous and transparent data. Advanced data science methods are also essential, as the raw data itself is not sufficient for decision-making. Independent monitoring efforts are helping regulators to form accurate guidelines. They are also helping energy companies optimise operations and produce verifiable ‘responsibly sourced’ gas (RSG), which provides an essential tool for the oil and gas industry to fend off mounting pressure from investors and the public to reach climate targets. Gas has been

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Qatar’s Golden Pass dilemma
1 April 2026
Golden Pass’s startup offers QatarEnergy a timely boost but may also force a difficult choice between honouring disrupted contracts and capitalising on soaring spot LNG prices
The demand destruction timebomb
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It is not a case of if or when, but the length and magnitude of economic damage from elevated oil prices
Lessons from the crisis
1 April 2026
The US-Iran conflict demonstrates the need for diversification in several senses of the word. It also exposes the limits of Washington applying pressure on major oil and gas producers it considers geopolitical adversaries
Libya's potential goes unrealised
31 March 2026
Disappointing results in its bidding round are a reality check for Libya, and global exploration generally

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