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Letter from Iran: Testing times for Tehran-Beijing crude dynamics
Growing pressure from the Trump administration continues to threaten a resilient China-Iran oil nexus
Explainer: Iran’s indispensable energy role
The country’s global energy importance and domestic political fate are interlocked, highlighting its outsized oil and gas powers, and the heightened fallout risk
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
MENA states sharpen their gas focus
The GCC countries and other states in the region are looking to make greater domestic use of gas, both that produced at home and imported volumes
Letter from the Middle East: Iran-Israel war risks dire straits
A blockade of the Strait of Hormuz would have reverberations that would sound around the world
Israel-Iran war imperils Egypt’s energy supply
Egypt’s government was already preparing for potential energy shortages this summer, and the loss of Israeli gas supply has made things worse
The oil risk premium fable
Israel’s attack on Iran caught oil firms with low inventories due to their efforts to protect themselves from falling prices, creating a perfect storm
Iraq seeks alternatives to Iranian gas
The country is facing energy shortfalls this summer amid reduced Iranian gas imports and difficulties leasing an FSRU
Is a Russia-Iran gas deal on the horizon?
Russia has ample spare gas, and Iran needs it, but sanctions and pricing pose steep hurdles.
Letter from Iran: High-stakes nuclear diplomacy
Iran’s oil is caught in the crosshairs of support from China and Russia and US maximum pressure, with options becoming more and more limited
Donald Trump Iran
Ian Black
2 January 2020
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US withdrawal stirs the Middle East

Long-term adversaries are re-evaluating their allegiances in the wake of the US policy shift in the region

Shifting alliances and strategies, growing perceptions of US disengagement as well as tentative, exploratory rapprochement between rivals—look set to leave their mark on the geopolitical landscape of the Middle East and North Africa (Mena) in 2020.  President Donald Trump’s America First policy and his aversion to projecting power are recasting long-standing relationships, including those with Saudi Arabia and even Israel. The trend may become even more apparent in the run-up to the American presidential election in November 2020.  Trump’s controversial decision in October 2019 to withdraw US forces from northern Syria and effectively give the green light to a Turkish offensive against Kurdi

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The new LNG wave is finally here
19 February 2026
Growth in LNG supply will surpass the rise in demand in 2026 for the first time in years, according to Mike Fulwood, senior research fellow at the OIES, but lower prices are likely to encourage fuel switching and could create more demand on a permanent basis
LNG trends in developing economies
19 February 2026
Awais Ali Butt, manager for sales and business development at Pakistan LNG Ltd, discusses LNG’s role in energy security across developing, price-sensitive economies, as well as examining trade-offs between buying strategies and the impact of lower prices and policy on import behaviour 
LNG remains frontrunner among low-carbon marine fuels
19 February 2026
LNG’s technical maturity, availability and price, as well as regulation, have driven its rapid adoption as a marine fuel, yet its future in shipping will depend on transition policies and progress in cutting methane emissions and scaling bio- and synthetic LNG, according to Carlos Guerrero at Bureau Veritas

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