oil and gas

Deep dive

Israel takes energy warfare to the next level

Military strike on Iran’s giant South Pars gas field goes beyond military escalation. This is a structural supply shock with cascading consequences for oil, condensate, LNG and power that energy markets have barely begun to price.

Deep dive

Venezuela’s Gas: The World’s Most Expensive Bonfire

As the world fixates on oil, Venezuela burns $1.4bn of gas — while sitting on an untouched methane empire that could redraw regional power

Hot take

Venezuela: what happens next?

Chaos looms after audacious decapitation of Maduro regime

geopolitics

The Shifting Sands of Gulf Security

DEEP DIVE: Decoding the Saudi–Pakistan Mutual Defence Pact

Podcast

Make Alaska Russian Again?!

VIDEO PODCAST 🎧 Dissecting the many layers of significance to today's Trump-Putin summit in Anchorage

gas flaring

Torching value

DEEP DIVE: The $16 billion global gas flaring scandal — quantified, by country, for the first time

Hot take

Don’t forget the macro!

HOT TAKE: Oil and gas prices will surge on Monday’s market open. But this won’t mark a structural shift.

Newsletter

Back to Baku

Reporting from Baku Energy Week, and a press trip out to Oil Rocks - one of the weirdest places in the energy world

Hot take

Chaos theory

HOT TAKE: Trump’s impossible energy trade demands are a fractal of infinite contradictions

Deep dive

Russia goads Britain with Antarctic oil fable

DEEP DIVE: British Conservatives want to drill for oil in the South Pole. They are playing into Russia’s hands

Deep dive

War, peace and energy in the land of fire

DISPATCH FROM BAKU: Can a ‘green corridor’ of energy trade heal deep wounds in the South Caucasus?

Chart Deck

The Asian LNG glut is here

Widening gulf between LNG spot prices and oil-indexed contracts is squeezing sellers | EU LNG Chart Deck: 4-8 Mar 2024