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The demand destruction timebomb
It is not a case of if or when, but the length and magnitude of economic damage from elevated oil prices
Lessons from the crisis
The US-Iran conflict demonstrates the need for diversification in several senses of the word. It also exposes the limits of Washington applying pressure on major oil and gas producers it considers geopolitical adversaries
Letter from the US: The oil market abyss
The overlooked oil supply issue is that even after the Strait of Hormuz opens, barrels won’t readily return
Middle East chaos creates new oil and gas trends
A complex and sometimes contradictory web of factors that include unpredictable oil prices, the globalisation of LNG markets, the expansion of Middle Eastern sovereign capital and the growth of datacentre demand will shape the energy landscape beyond 2026
The key arteries of the energy world
The Strait of Hormuz crisis highlights how key waterways can become global chokepoints
Through the oil looking glass
The extent of the US-Israel war with Iran means there will be no going back to the previous market equilibrium no matter how the conflict ends
Do not fear runaway Henry Hub prices
Rising LNG exports and AI-driven power demand have raised concerns that US gas prices could climb sharply, but analysts say abundant shale supply and continued productivity gains should keep Henry Hub within a range that preserves the competitiveness of US LNG
Will policymakers panic before the oil market?
Risks of shortages in oil products may cause world leaders to panic and make mistakes instead of letting the market do what it does best
India taking pole position on oil demand growth
The country’s rapidly expanding economy is boosting its consumption of oil as demand for the fuel slows elsewhere in the world
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
Nikki Martin, president of EnerGeo Alliance
Markets
Paul Hickin,
Editor-in-chief
18 July 2023
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Hydrocarbons are a clean fuel for 30% of the world

The Russia crisis has brought some rational thinking back into the broader energy conversation around what constitutes clean and affordable fuel

The energy debate is full of hypocrisy, and hardline approaches to sustainability that damage the oil and gas industry may serve only to be counter-productive to longer-term transition goals, says Nikki Martin, president of EnerGeo Alliance. EnerGeo, a global trade body for the energy geoscience industry, stands in the crosshairs of the oft-tense conversation around energy affordability, sustainability and security. “Energy has been such a polarising topic, but it is changed a little bit with the crisis. Ukraine and Russia are bringing energy security back to the spotlight again, said Martin in an interview with Petroleum Economist. “The phrase ‘energy security’ really fell out of favour. An

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The demand destruction timebomb
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It is not a case of if or when, but the length and magnitude of economic damage from elevated oil prices
Lessons from the crisis
1 April 2026
The US-Iran conflict demonstrates the need for diversification in several senses of the word. It also exposes the limits of Washington applying pressure on major oil and gas producers it considers geopolitical adversaries
Libya's potential goes unrealised
31 March 2026
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