North America
Life after Nafta
10 April 2018
With talks over the deal at loggerheads, Canada's oil industry is contemplating what comes next
How much Iranian oil will be lost if Trump scraps the JCPOA?
6 April 2018
The range of estimates is wide and the White House isn’t giving much thought to what happens next
China-US trade war heats up
5 April 2018
Energy isn't at the core of current trade tensions, but US exports could emerge as a bargaining tool as the spat moves toward negotiations
Tillerson ouster shakes up energy diplomacy
15 March 2018
American policy towards Iran and Venezuela will likely grow harsher, injecting more risk into energy markets
CERAWeek: Shale surge puts Opec in a bind
9 March 2018
Tight oil producers were buoyant and Opec accommodating as the global oil industry gathered
Canada's climate wars
9 March 2018
Chris Turner's new book is a thorough account of how Alberta's oil sands became one of the energy world's hottest properties—and its most controversial
Trump's protectionism spooks energy industry
2 March 2018
Steel tariffs could slow booming pipeline and downstream infrastructure construction and feed producer inflation
Trump's America
22 January 2018
A new president brought change on the regulatory front while tight oil rose again
Trump and Iran might lift oil prices, for now
9 January 2018
Don't bet against the president's imminent Iran decision lifting oil prices. But don't expect the rally to last either
Mexico's rainy-day fund
12 December 2017
The sovereign-wealth fund is a good idea—now it just needs some wealth to manage. The FMP’s executive coordinator spoke to Petroleum Economist
Republican plan would axe EV tax break
3 November 2017
The roll back of vital incentives would come just before a major push from carmakers to bring electric vehicles into the mainstream
US sound and fury
2 November 2017
Trump's deregulations will only touch the margins of production, but he will generate plenty of geopolitical risk
Perry stirs gas versus coal fight
25 October 2017
US energy secretary's subsidy plan gets a roasting
Trump's Iran move and oil
13 October 2017
The market should not ignore the geopolitical risks if the nuclear deal now unravels
Nafta 2.0: Dealing with the Devil
12 October 2017
Despite being such a prominent component of the trade relationship, energy has hardly come up in Nafta talks. That could change
Harvey's aftermath
12 October 2017
The Gulf Coast is now a force on global oil and gas markets, making the hurricanes that regularly ravage the region a greater threat to supply
We won't always have Paris
2 October 2017
The climate pact can just about cope without Donald Trump's America, say its supporters. Others aren’t so sanguine
Harvey tanks exports and production
8 September 2017
The hurricane seized up much of the Gulf Coast's infrastructure that keeps oil and fuel flowing to markets
Hurricane Harvey's energy impact
29 August 2017
A storm-ravaged Gulf Coast faces a large and complex recovery that could take longer than energy investors expect
Red Washington, greener states
26 June 2017
Market forces will keep hurting coal, strengthening gas and supporting renewables—whatever Trump thinks about climate science
ExxonMobil striking out
7 June 2017
US sanctions against Russia have hit ExxonMobil harder than most and the supermajor is getting no change out of Washington in its efforts to loosen them
Donald Trump's rogue nation
5 June 2017
The US has joined Syria and Nicaragua in rejecting the Paris climate agreement
Trump left isolated by Paris climate deal withdrawal
2 June 2017
The decision rolls back years of progress to mitigate climate change and puts him at loggerheads with major energy firms and most other nations
Why geopolitics still matter to oil
13 April 2017
Trump might not bring more war to the Middle East, but as fundamentals tighten the market is ready to trade such risks
Canada: Trump OK is not the end of the line for Keystone XL
28 March 2017
The challenges are not over for the pipeline which will run from Alberta to the Gulf Coast
Slow reset of US-Russian relations
20 March 2017
Trump and Tillerson should help improve US-Russia relations. But an end to sanctions doesn't look imminent