How Shock, Timing, and Industrial Strategy Are Rewriting the LNG Era
The global LNG market is no longer shaped by familiar cycles of tightness and surplus. It is now defined by inelasticity, a structural rigidity...
Oil Reserves do not Solve an Oil Shock
The renewed oil shock has exposed an old truth that governments keep trying to forget. Energy markets may look global, digital, and sophisticated, but...
$200 Oil No Longer a Bluff as Iran War Tightens Global Supply
The threat from Iran to push oil prices to $200 a barrel is no longer rhetorical excess but an increasingly plausible outcome of a...
The Quiet Power Behind the Oil Trade
In every Middle East crisis, public attention turns first to missiles, fleets, and air power. That is understandable, but it misses the mechanism that...
Iran War Undermines Trump’s Fossil Fuel Push
The war involving Iran, the United States and Israel is exposing the risks of the global economy’s heavy reliance on fossil fuels, challenging the...
The Venezuelan oil rush is on. Now comes the hard part
In September, the drilling rig named Alula arrived in Venezuela’s Lake Maracaibo after traveling from China. This was significant because it was the first...
Offshore Exploration South of Crete: Greece Moves from Hesitation to Strategic Discipline
The recent activation of offshore exploration in the two deep-water areas south of Crete, as well as in the southern Ionian Sea, marks a...
U.S. Poised to Ease Venezuela Oil Sanctions With Broad New License
The United States is preparing to issue a general license that would lift some sanctions on Venezuela’s oil industry, marking a significant shift in...
America’s Arctic Chill Sends Shockwaves Through a Globalised Gas Market
A severe Arctic blast sweeping across the U.S. Northeast and Midwest has sent natural gas prices soaring, reviving a familiar but increasingly global problem:...
When Conflict No Longer Moves Oil
Despite escalating conflicts, sanctions, and strategic rivalry across key producing regions, the global oil market increasingly behaves less like a system gripped by scarcity...