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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
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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
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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
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Trump’s bid to reshape the global energy order
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Energy dominance as diplomatic leverage
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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
Wind turbines in Texas
Gas US
David Blackmon
3 October 2023
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Gas remains the workhorse of the Texas grid

Much has been made about the expansion of wind and solar power, but in the hottest days of August, Texans depended on gas to avert rolling blackouts

The Texas electricity grid made headlines over the summer—most of them crisis-related. Grid managers at the Electric Reliability Council of Texas (ERCOT) were forced on many days to issue conservation pleas to users as statewide temperatures regularly soared well over 100°C, creating record demand. In past summers, such requests from ERCOT have been rare, coming mainly during the hottest days of August. “The Texas grid is tired,” said Rob Allerman, senior director of power analytics at research firm Enverus, by which he meant that ERCOT had been asking operators of many coal and gas power plants in the state to delay scheduled downtime for maintenance and upgrades until the crisis-filled sum

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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
1 April 2026
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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