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Letter from Saudi Arabia: US-Saudi energy ties enter a new phase
Aramco’s pursuit of $30b in US gas partnerships marks a strategic pivot. The US gains capital and certainty; Saudi Arabia gains access, flexibility and a new export future
Letter from London: Oil’s golden triangle
The interplay between OPEC+, China and the US will define oil markets throughout 2026
The duality of US shale
A sector beset by pessimism and pain amid price weakness contrasts with data signalling production strength and resilience
Explainer: How the EU will wean itself off Russian gas
Questions remain about how the phase-out will be implemented and enforced in practice
Mideast states power up their gas priorities
Saudi Arabia, the UAE and Qatar are ploughing resources into gas—with a growing eye on facilitating domestic use in power and value-added sectors
Arctic LNG comes in from the cold
Beijing now appears prepared to accept discounted Russian LNG, even at the cost of heightened sanctions risk
MENA's gas metamorphosis
Across the Middle East and North Africa, gas is taking an enhanced role in helping build out economies that need to diversify away from crude oil dependence
Fear and loathing in US LNG buildout
Overall gas optimism is blighted by concerns over lingering regulatory and infrastructure hurdles that could hamper expansion of US LNG exports, weaken security and stifle AI ambitions
India’s LNG falling short
More needs to be done to meet the government’s ambitious targets for gas
YPF reinvents itself
Under a new Argentine president and company CEO, YPF has shed dozens of non-core assets as it doubles down on the Vaca Muerta shale and LNG
US LNG
Charles Waine
11 December 2020
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Biden no barrier to LNG growth

The president-elect has an ambitious low-carbon manifesto but is unlikely to slow the pace of near-term projects

US president-elect Joe Biden’s incoming administration will not look to unwind the near-term growth of the US LNG sector despite ambitious net-zero pledges, a panel at Petroleum Economist’s LNG to Power North America forum concluded on Tuesday. “We have over 26bn m3 in projects in development which have already been approved. This would be challenging in terms of stopping,” says Erin Blanton, senior research scholar at the Center on Global Energy Policy at Columbia University SIPA. “We expect they will look at rolling back methane regulations and banning fracking leasing on federal lands, but nothing that would significantly shift the export outlook.” Instead, addressing associated emissio

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