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Letter from Iran: Nuclear miscalculation
The regime’s policy of using nuclear ambiguity as a deterrent may have failed but it has realised it has other cards to play, while its neighbours are reappraising their approach to security
Mideast plans big spending on gas to meet demand
The region’s gas producers are investing heavily in the fuel in order to satisfy burgeoning demand resulting from economic growth and a shift to cleaner fuels
Developing Africa draws gas processing investment
The continent is home to mega-scale projects on both its east and west coasts as its growing economies see rising demand for gas
Turkey’s gas bridge under threat
The country plays a vital role in connecting Asia to Europe, but the expiration of Russian contracts and the ramifications of the war in Iran are placing it under pressure
Gas growth cools in 2025
The GECF has warned it may revise its projections for demand this year downwards in light of conflict in the Middle East, although it maintains its forecasts for 2027 and onwards
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
How Russia gains from the Hormuz supply shock
The US may be systemically stripping Russia of key geopolitical allies, but Moscow can reap rewards from the Hormuz crisis, both in the short and long term
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 London: The oil market should panic tomorrow
Emergency oil stocks provide a last line of defence to oil market shocks, so the IEA’s unprecedented 400m bl release represents something of a double-edged sword
The diesel crisis
By shutting the Strait of Hormuz, Iran has cut exports of distillate-rich Middle Eastern crude, jet fuel and diesel, and is holding the energy market hostage
Lebanese prime minister Said Hariri
Lebanon Israel Iran Turkey Russia Gas
Victor Kotsev
26 October 2020
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Lebanon targets gas and aid

The crisis-hit nation dreams of better diplomatic relations to help boost its crippled economy and unlock a gas bonanza. But dreams they may remain

The administration of US president Donald Trump—seeking a foreign policy win ahead of a bitterly contested election—has brokered maritime delineation talks between Israel and Lebanon. The historic negotiations, which stretch from gas development to regional geopolitics, kicked off in mid-October with the two sides, technically at war, sitting in the same room but communicating only through US and UN mediators. Experts say the tapping of veteran Lebanese politician Saad Hariri as the country’s prime minister in late October may be a positive development for the talks. Nonetheless, low oil and gas prices and possible spoiler actions by Turkey and Russia—as well as Iran—could render any deal me

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