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Energy’s electric shock
The scale of energy demand growth by 2030 and beyond asks huge questions of gas supply especially in the US
India to help Asia spearhead global refining
Shifting demand patterns leaves most populous nation primed to become downstream leader as China and the West retreat
US, Russia and China circle the Arctic
The strategic importance of vast untapped oil and gas reserves and key shipping routes has come in from the cold
Israel-Iran war imperils Egypt’s energy supply
Egypt’s government was already preparing for potential energy shortages this summer, and the loss of Israeli gas supply has made things worse
Iraq seeks alternatives to Iranian gas
The country is facing energy shortfalls this summer amid reduced Iranian gas imports and difficulties leasing an FSRU
Cheap gas key to unlocking new markets
Weaning poorer regions off coal means gas needs to be abundant and competitive longer term
Do not underplay China’s long-term gas growth narrative
A subdued market amid global trade tensions is just an aberration in gas’ upward trajectory
Is a Russia-Iran gas deal on the horizon?
Russia has ample spare gas, and Iran needs it, but sanctions and pricing pose steep hurdles.
Europe’s hard choices on gas security
EU half measures over storage regulation, geopolitical risks to ending Russian gas, power outage questions and China’s LNG resale leverage make for a challenging path ahead.
China’s critical gas position
China will play a huge role in driving gas demand, with its Qatar partnership crucial to this growth amid global structural challenges
Cheniere CEO Jack Fusco at WGC
China Gas
Shi Weijun
Beijing
9 June 2025
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Cheap gas key to unlocking new markets

Weaning poorer regions off coal means gas needs to be abundant and competitive longer term

Ensuring gas is cheap enough to broaden access to the fuel is the key to unlocking more demand in price-sensitive emerging markets in Africa and Southwest Asia, with supportive government policy essential for entrenching the fuel and assuring investors of its longevity, industry executives said at the World Gas Conference in Beijing in May. The cost of gas across all key markets in 2024 declined significantly year-on-year, but European and Asian spot prices remained well above their historic averages. The front-month TTF price last year was more than double the five-year average over 2016–20, while the Platts Japan-Korea Marker averaged nearly twice as high, according to the IEA. “We d

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