More: LNG
Australia Eases Gas Reserve Rules for LNG Exporters
Australia has revised a proposed rule that would have required natural gas exporters to keep 20% of their output for the local market. Instead,...
Putin’s Kuril Islands Visit Exposes Japan’s Russian Energy Dilemma
Japan's protest over Putin's visit to the Kuril Islands is loud because its response is capped: Tokyo cannot meaningfully sanction the one Russian energy...
Iran War Energy Shock or Structural Turning Point for Global Oil and LNG Markets
The Iran war has already caused major disruption to global energy markets, particularly crude oil and liquefied natural gas (LNG) flows through the Strait...
The New Global Energy Chessboard: Chokepoints, LNG Routes and the Fight for Resilience
The global system no longer snaps back after crises, it drifts, it thickens, it carries its shocks forward. The world behaves less like a...
EU Strategic Autonomy and Energy Diversification: Risks to European Energy Security
The 2022 Russian invasion of Ukraine sparked discourse on Russian energy supply as a crucial resource chokepoint to EU member states. The energy crisis...
Rigid Margins, Rising Pressures: The New Gulf Gas Order
The global gas system is entering a phase defined by limits rather than freedoms. It absorbs shocks but does not return to a neutral...
Policing Africa: The Price of Mozambique’s LNG Peace
As uncertainty looms over the security of the largest Liquefied Natural Gas (LNG) private operation in Africa, the West should continue to pay the...
The Continent That Believed Geopolitics Had Ended
For more than three decades, Europe behaved as if history had granted it a permanent exemption from geopolitics. The end of the Cold War,...
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...
When Elasticity Fails: The New Fragility of the Global Energy System
The confrontation in the Persian Gulf has not created new vulnerabilities. It has revealed the architecture of a global energy system that has been...