Politics & Economics

Book review: GCC—a fatal schism
20 May 2020
Through a combination of adroit use of its vast gas reserves and careful diplomacy, Qatar has learned how to survive life under blockade, a new book says
Saudi Arabia braces for impact
13 May 2020
The kingdom may have to pay a steep price for its efforts to reassert leadership in oil politics
No respite in Yemen
5 May 2020
The oil price collapse dims hope of an energy sector revival, while civil war grinds on
Argentinian shale suffers further setbacks
1 May 2020
The government was relying on Vaca Muerta to solve its financial problems. But another default looms as Covid-19 disrupts growth plans
China turns the taps off
1 May 2020
Economic growth may be rebounding, but demand for Latin American crude remains minimal
Row engulfs Canadian oil sands project
13 February 2020
Battle lines are drawn as the contentious Frontier project awaits ultimate verdict
Presidential race critical for oil & gas
18 December 2019
The Republican incumbent and Democrat candidates have wildly divergent visions of the future of US energy
US election looms large for energy in 2020
17 December 2019
Foreign policy will pose a range of geopolitical risks to energy markets, while US shale will slacken its breakneck pace
US balances old energy alliances with new
28 November 2019
Washington remains committed to GCC nations but is also strengthening relationships in Asia-Pacific and beyond, says State Department
The US-China trade war may escalate to energy
26 November 2019
A trade reconciliation between Washington and Beijing may come too late for the US oil and gas industry
US-China tariff war to persist: Condoleezza Rice
14 November 2019
Former US secretary of state says a bipartisan consensus against its increasingly assertive rival will be lasting impediment to global trade and keep downward pressure on oil prices
Argentinian shale suffers further setbacks
1 May 2020
The government was relying on Vaca Muerta to solve its financial problems. But another default looms as Covid-19 disrupts growth plans
Perfect storm strikes Venezuela
1 May 2020
Oil production poised to plummet as global economic conditions prove nightmarish prospect for the country’s energy sector
Minimising Brazil’s economic pain
30 March 2020
Crucial government steps are needed to offset imminent financial distress caused by bottomed-out oil prices and a global health pandemic
Venezuela’s options narrow
17 March 2020
Sanctions, the oil price shock and the potential exit of Chevron multiply the country’s misery
Pemex in race against time
12 March 2020
Mexican NOC faces near-impossible task of hitting ambitious upstream targets while maintaining capital discipline
Guyana chaos a warning sign
10 March 2020
Electoral uncertainty is highlighting the dangers for new companies hoping to invest in the country’s offshore resources
Russian gas pivots east
26 November 2019
The newly completed Power of Siberia pipeline may boost Moscow's options, but it is hardly a geopolitical big win
Investors warn complacent gas industry
11 November 2019
Firms need to step up climate change efforts in new ESG environment
Commission sees ongoing role for gas
7 November 2019
The European Commission expects gas to be in the long-term energy mix, albeit in different ways to today
Russian gas to replace LNG glut: Wood Mac
6 November 2019
Declining European indigenous gas production to be substituted by more Russian imports as LNG market tightens
UK shale suffers potentially fatal blow
5 November 2019
Explorers say they will work with the government to try to revive the nascent shale gas industry, but a new fracking moratorium makes it look like an uphill struggle
Princely aims for the Caspian
1 November 2019
Yashar Latifov, vice president for field development at Azerbaijan’s Socar, outlines the firm’s ambitious upstream development plans
China turns the taps off
1 May 2020
Economic growth may be rebounding, but demand for Latin American crude remains minimal
Uzbekistan broadens its portfolio
24 March 2020
Central Asia’s third-largest gas producer is restructuring its energy mix to solve supply shortages
Beijing maintains expansionist tendencies
13 March 2020
China has not lost its interest in oil and gas assets around the South China Sea
Vietnamese LNG works on politics and price
13 December 2019
Hanoi needs energy security. But US LNG can also tick some boxes for its relationship with Washington
Indonesia moves to slash energy imports
3 December 2019
President Widodo is pushing the upstream and downstream sectors hard to meet domestic demand
Chinese-US trade war threatens globalisation
1 December 2019
Economic tensions may ease over the short term. But critical differences will only continue to divide rival global superpowers
Book review: GCC—a fatal schism
20 May 2020
Through a combination of adroit use of its vast gas reserves and careful diplomacy, Qatar has learned how to survive life under blockade, a new book says
Saudi Arabia braces for impact
13 May 2020
The kingdom may have to pay a steep price for its efforts to reassert leadership in oil politics
No respite in Yemen
5 May 2020
The oil price collapse dims hope of an energy sector revival, while civil war grinds on
Saudi Arabia’s pyrrhic oil war triumph
24 April 2020
The kingdom may consider it has prevailed over Russia and US shale producers in the short-term, but its longer-term prospects are clouded in uncertainty
Iraq stares into revenue abyss
26 March 2020
Plummeting oil prices and stagnant production have thrown government finances into chaos
Libya oil port shutdown drags on
20 March 2020
A swift resolution to the blockade looks unlikely as fighting continues in Tripoli and the UN searches for a new mediator
Nigeria dangerously exposed to oil crash
24 March 2020
The recent drop in oil prices will hit Nigeria hard, making a big dent in government revenues and threatening the viability of upstream projects
Somalia ratifies petroleum law
10 February 2020
Final stage in the legislative process paves the way for IOC investment
Power play in West Africa
4 February 2020
The countries in the region would all receive an economic boost if a regional power market can be established
South Africa legislates for oil and gas future
31 January 2020
The Ramaphosa government proposes new rules amid increasing global competition for IOC’s capital
Nigeria endangers IOC interest for quick fiscal fix
28 January 2020
The government’s revision of PSCs to seek more revenue from oil majors will backfire if it prompts them to reevaluate their portfolio investment priorities
Mozambique battles to overcome insurgency
28 January 2020
An Islamic State affiliate has emerged as a serious threat to the gas projects in Cabo Delgado, but the authorities remain firmly in control
Energy transition no grounds for ‘culture war’
15 November 2019
The challenge of re-engineering the global energy system to meet or exceed Paris Agreement commitments is too important and too complex to be reduced to Right-Left squabbling
The volatile 10
21 March 2018
As the oil market regains balance, risk will affect the price. Here's where to watch
Powder keg year for geopolitics
9 March 2018
Iran, Venezuela and North Korea are all potential flashpoints in 2018
Energy risk in all shapes, all sizes
27 February 2018
Geopolitics may be bullish or bearish. But it will almost certainly bring volatility to the oil market
Volatile world
23 January 2018
Trump ditched Paris, Paris got Macron, Isis lost Mosul
The clock is ticking
1 December 2017
Harald Welzer's predictions in his book Climate Wars may be intellectually sound, but we hope he's wrong