Strait of Hormuz
INTERVIEW: The Iran deal is an unmitigated disaster for the US
“This is a historic capitulation that will define the structure of global power for the next hundred years.”
Deep Dives
Strategic shock in the Middle East
Iran, the Gulf, and the crisis of regional order
Deep Dives
AI data centres: quantifying the gas burn
How much natural gas will America’s AI boom really need? Our new Constraint Model puts numbers to the narratives
Deep Dives
US LNG eats itself
The American gas export boom risks becoming a victim of its own success. Can the waning shale sector pull off a production miracle?