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Accelerating MENA’s gas transformation
Gas has become a pillar of MENA economies and a catalyst for development strategies, fostering cooperation and creating new paths for economic diversification. Continued progress will require substantial investment and adapted regulations
China’s oil plan comes together
The country’s rapid output growth is an example that other producers could learn from
MENA states sharpen their gas focus
The GCC countries and other states in the region are looking to make greater domestic use of gas, both that produced at home and imported volumes
China seizes oil security opportunity
A combination of geopolitical uncertainty and OPEC+ barrels has driven a renewed focus on building strategic oil stocks despite flagging demand
Arctic LNG comes in from the cold
Beijing now appears prepared to accept discounted Russian LNG, even at the cost of heightened sanctions risk
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
Middle East doubling down on oil strength
Saudi Arabia, the UAE, Iraq and Kuwait aim to turn geological advantage into sustained geopolitical power via greater spare capacity
Deepwater’s race against time
E&Ps are on the lookout for the next big deepwater discovery amid questions over the Guyana and Santos basins, but technological advancements provide optimism
US sees energy dominance as strategic necessity
The Trump administration is using energy exports to strengthen political and economic ties with allies and weaken adversaries, while simultaneously exploiting those ties to open up further markets for US energy
China’s role as oil buffer stock manager
The country’s intervention in global oil markets to stabilise prices could last well into 2026
Donald Trump US Iraq China
Jonathan Wood
22 March 2017
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Oil and gas in the new world order

Geopolitical risks are changing and rising. The energy sector will be in the crosshairs

Global politics is entering uncharted waters. The post-Cold War liberal world order crafted by the US, Europe and their allies, which provides the framework for multinational enterprise, is increasingly threatened by both external and internal challengers. Externally, major powers are promoting alternate visions of world order. A new global economy has emerged as a result of rapid growth in the developing world, where large economies like China and India, or regions like sub-Saharan Africa and Southeast Asia, lead trade and investment opportunity. Having benefited substantially from globalisation, the major emerging markets are now pitching themselves as the custodians of world trade, enviro

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