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Trump’s bid to reshape the global energy order
From Venezuela to Hormuz, the US—backed by the most powerful military force ever assembled—is redrawing not only oil and gas flows but also the global balance of energy power
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
Energy dominance as diplomatic leverage
Energy sanctions are becoming an increasingly prominent tool of US foreign policy, with the country’s growth in oil and gas production allowing it to impose pressure on rivals without jeopardising its own energy security or that of its allies, argues Matthew McManus, a visiting fellow at the National Center for Energy Analytics
Trump’s gasoline price pledge paradox
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
Middle East oil vulnerabilities have been exposed
The killing of Iran’s Supreme Leader Ayatollah Khamenei in US–Israeli strikes marks the most serious escalation in the region in decades and a bigger potential threat to the oil market than the start of the Russia-Ukraine crisis
How Hormuz chokehold threatens LNG buyers
A potential blockade of the Strait of Hormuz following the escalating US-Iran conflict risks disrupting Qatari LNG exports that underpin global gas markets, exposing Asia and other markets to sharp price spikes, cargo shortages and renewed reliance on dirtier fuels
Letter from the Middle East: Aramco provides big global gas reveal
The Saudi energy leader’s announcement of first production at Jafurah and the launch of operations at the Tanajib Gas Plant marks a turning point not just for the company, but for the world’s energy landscape
HPI Market Data Book 2026: Global construction – Americas
Capex is concentrated in gas processing and LNG in the US, while in Canada the reverse is true
A dual-coast LNG strategy
Sempra Infrastructure’s vice president for marketing and commercial development, Carlos de la Vega, outlines progress across the company’s US Gulf Coast and Mexico Pacific Coast LNG portfolio, including construction at Port Arthur LNG, continued strong performance at Cameron LNG and development of ECA LNG
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
US Saudi Arabia Iran Nuclear
Victor Kotsev
8 December 2020
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Saudi Arabia need not fear Biden

The kingdom may be apprehensive about the incoming US president’s attitude towards Iran, but it could ultimately profit from the regime change

US president-elect Joe Biden faces unprecedented foreign policy challenges and opportunities amid a chaotic presidential transition, a fragile oil supply truce with fellow energy powerhouses Saudi Arabia and Russia, and a creeping wave of new pandemic lockdowns around the globe ahead of any game-changing vaccination programmes. His victory was hardly welcomed by many in the Mid-East Gulf, who are wary of Iran and all but openly supported the re-election bid of outgoing president Donald Trump. Yet there are silver linings that Saudi and Gulf Cooperation Council (GCC) officials are likely to see in Biden’s ascent to power, including an anticipated pivot to green energy as well as his political

Also in this section
Trump’s bid to reshape the global energy order
10 March 2026
From Venezuela to Hormuz, the US—backed by the most powerful military force ever assembled—is redrawing not only oil and gas flows but also the global balance of energy power
The diesel crisis
10 March 2026
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
Navigating the next LNG cycle
10 March 2026
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
OPEC+ boosted production before crisis
9 March 2026
Petroleum Economist analysis sees increases in output from Saudi Arabia, Venezuela and Kazakhstan among others before region’s murky descent

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