DEEP DIVE: The need to reduce gas demand - and political squabbling - has never been more urgent
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Storage without a signal: the new political economy of Europe’s gas buffer
Shell’s 2026 Outlook leans harder than ever on stratospheric Asian demand to justify a new wave of LNG investment. But post-Hormuz, the data and policy responses all lean the other way.
Europe’s energy dependency has a new address. The continent has made a Faustian bargain with US LNG it doesn’t need.
Iran holds the valve, but it is worth less every time it turns... so Tehran is reaching for the gun.