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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
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The EU is still weaning itself off Russian gas, but the expansion of its import infrastructure has slowed while Russia and Kazakhstan push ahead with expanding production
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Gas growth cools in 2025
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Hormuz crisis delivers tailwinds for US LNG
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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
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Letter from Dubai: A safe haven under fire
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Filling a gap in the global LNG market
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Western nations have asked Saudi Arabia and the UAE to increase output
Opinion
Opec Iran Iraq UAE Egypt Qatar Algeria Saudi Arabia LNG Oil markets
Robin M Mills
Dubai
29 March 2022
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Letter from the Middle East: Buyers call for more

Western countries want Mideast Gulf producers to boost output, but the options are limited

Russia’s invasion of Ukraine has put many Middle Eastern countries in a tricky position politically, but it has reinforced their centrality to the global energy economy. Mideast Gulf countries complain that Western leaders only visit when they need them. They bemoan a lack of support over attacks on energy infrastructure emanating from the Houthi forces in Yemen, and the Biden administration’s pursuit of a renewed deal with Iran. As the only two Opec+ members with substantial spare oil production capacity, Saudi Arabia and the UAE have been implored by the US, Germany and the UK to raise output. Both are engaged in multi-year expansion programmes. Riyadh responded coldly that it would not be

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