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Letter from Saudi Arabia: US-Saudi energy ties enter a new phase
Aramco’s pursuit of $30b in US gas partnerships marks a strategic pivot. The US gains capital and certainty; Saudi Arabia gains access, flexibility and a new export future
Letter from London: Oil’s golden triangle
The interplay between OPEC+, China and the US will define oil markets throughout 2026
Alberta’s energy hub sees silver lining
US tariffs bolster Alberta’s Industrial Heartland exports to Asia
The curious case of oil-on-water
The market is facing being drowned in excess crude, but one caveat is that a large chunk is due to buyers reluctant to snap up sanctioned barrels
The duality of US shale
A sector beset by pessimism and pain amid price weakness contrasts with data signalling production strength and resilience
Gas should fare better than oil under Canada’s new regime
The new federal government appears far more supportive of oil and gas than former prime minister Justin Trudeau’s climate-focused administration, but the prospects look better for the latter hydrocarbon
China’s oil plan comes together
The country’s rapid output growth is an example that other producers could learn from
China seizes oil security opportunity
A combination of geopolitical uncertainty and OPEC+ barrels has driven a renewed focus on building strategic oil stocks despite flagging demand
Arctic LNG comes in from the cold
Beijing now appears prepared to accept discounted Russian LNG, even at the cost of heightened sanctions risk
Fear and loathing in US LNG buildout
Overall gas optimism is blighted by concerns over lingering regulatory and infrastructure hurdles that could hamper expansion of US LNG exports, weaken security and stifle AI ambitions
Canada China US
Shaun Polczer
29 November 2018
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Canada-China ties caught in trade war crossfire

Canada’s commercial and economic ties with China are becoming a victim of Trump’s trade wars

What is in a name? When it comes to the renegotiated North American Free Trade Agreement (Nafta) - now dubbed the decidedly un-phonetic US-Mexico-Canada Agreement (USMCA) -there is more than meets the eye, especially with respect to the US' escalating trade war with China and the latter's growing stake in North American energy markets. It is fitting that the words 'free trade' never appear in the sprawling text, say its critics. In their view, the USMCA is not a free trade deal per se, but a restriction on free trade aimed at solidifying US dominance in its ongoing trade battles with its global trading partners. To wit: Section 32.10. This clause limits the ability of member countries to neg

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