US oil sector faces complicated path

Qatar’s Golden Pass dilemma

Golden Pass’s startup offers QatarEnergy a timely boost but may also force a difficult choice between honouring disrupted contracts and capitalising on soaring spot LNG 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

Libya's potential goes unrealised

Disappointing results in its bidding round are a reality check for Libya, and global exploration generally

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

Hormuz crisis delivers tailwinds for US LNG

Disruptions to Qatari LNG exports have highlighted the risks of concentrated supply, potentially strengthening the long-term position of US exporters despite limited near-term flexibility

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

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

Touchstone advances Central strategy

Canadian independent’s evolving portfolio in Trinidad and Tobago gives it access to the Atlantic LNG market and a close-up view of developments in neighbouring Venezuela

US oil sector faces complicated path

Trump energy policies and changing consumer trends to upend oil supply and demand