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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
Letter from the Middle East: LNG – the weak link the Gulf crisis just exposed
The crisis in the Middle East has put LNG’s ability to offer security and flexibility under uncomfortable scrutiny
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
Letter from Dubai: A safe haven under fire
Missiles over Dubai and disruption in Hormuz are testing the emirate’s reputation—and shaking the energy hub at the centre of the Gulf economy
Filling a gap in the global LNG market
De la Rey Venter, CEO of LNG player MidOcean Energy, discusses strategy, project developments and the prospects for the LNG market
Navigating the next LNG cycle
Eni’s director for global gas and LNG portfolio, Cristian Signoretto, discusses how demand will respond to rising LNG supply, and how the company is expanding its own gas and LNG operations through disciplined, capital-efficient investments
Next wave of floating LNG growth in developing markets
After Europe’s rapid buildout of floating LNG import capacity, Exmar CEO Carl-Antoine Saverys says future growth in floating gas infrastructure will increasingly be driven by developing markets as lower prices, rising energy demand and the need to replace coal unlock new opportunities for unconventional and tailor-made solutions
Colombia races to shore up gas supply
Gas is a central pillar of Colombia’s energy system, but declining production poses a significant challenge, and LNG will be increasingly needed as a stopgap. A recent major offshore gas discovery offers hope, but policy improvements are also required, Camilo Morales, secretary general of Naturgas, the Colombian gas association, tells Petroleum Economist 
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
Explainer: Fujairah on high alert
With the Strait of Hormuz effectively closed following US-Israel strikes and Iran’s retaliatory escalation, Fujairah has become the region’s critical pressure release valve—and is now under serious threat
Power plant in Dubai
Gas LNG Qatar Saudi Arabia UAE
James Gavin
20 October 2025
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Mideast states power up their gas priorities

Saudi Arabia, the UAE and Qatar are ploughing resources into gas—with a growing eye on facilitating domestic use in power and value-added sectors

Natural gas has moved to the forefront of Saudi Arabia’s energy policy as policymakers look to end the inefficient and financially wasteful burning of crude oil in its power generation system by replacing it with domestically produced gas. Under its Vision 2030 programme, Saudi Arabia is looking at a 50/50 split in future power sector use between gas and low-carbon energy sources. That would remove more than 1m b/d of liquids consumed in its power system, freeing up more crude for export. It would also limit the peak summer season increase in high-sulphur fuel oil consumption. Joint Organizations Data Initiative statistics show that direct oil burn averaged 943,000b/d in H1 2025, which remai

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