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Related Articles
US continues gas infrastructure buildout
The US has used booming shale production to massively expand its LNG infrastructure, but Canadian developments have not fare so well while in South America consumption outstrips production
Venezuela faces long road to rebuild oil production
Chevron’s agreement to boost output is a positive sign, but there is much more work to do for a national recovery
In pipelines we trust
The addition of an oil pipeline to the Power of Siberia 2 gas project could ensure deliveries of Russian oil to China, materially shorten logistics lines between West Siberia and final customers, and—amid disruption in the Strait of Hormuz—offer a land-based export route that reduces exposure to maritime chokepoints
Drone power: Ukraine escalates its war on Russian oil
Sustained strikes on ports, terminals and refineries are testing the resilience of Russia’s oil export system, yet rapid repairs, rerouting and surging prices mean the campaign has yet to deliver a decisive blow
Mideast plans big spending on gas to meet demand
The region’s gas producers are investing heavily in the fuel in order to satisfy burgeoning demand resulting from economic growth and a shift to cleaner fuels
Venezuela already making oil comeback
The government is taking important steps to revive domestic production, lift investment and benefit from the geopolitical crisis even if more needs to be done in the longer term
Qatar’s Golden Pass dilemma
Golden Pass’s startup offers QatarEnergy a timely boost but may also force a difficult choice between honouring disrupted contracts and capitalising on soaring spot LNG prices
Lessons from the crisis
The US-Iran conflict demonstrates the need for diversification in several senses of the word. It also exposes the limits of Washington applying pressure on major oil and gas producers it considers geopolitical adversaries
Letter from the US: The oil market abyss
The overlooked oil supply issue is that even after the Strait of Hormuz opens, barrels won’t readily return
How Russia gains from the Hormuz supply shock
The US may be systemically stripping Russia of key geopolitical allies, but Moscow can reap rewards from the Hormuz crisis, both in the short and long term
Donald Trump US Venezuela Saudi Arabia Russia Shale
Jason Bordoff
2 November 2017
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US sound and fury

Trump's deregulations will only touch the margins of production, but he will generate plenty of geopolitical risk

In 2018, the Trump administration will execute on its ambitious deregulatory agenda to unleash American "energy dominance"—and global energy markets won't notice the difference. For President Donald Trump, "energy dominance" means more American energy production and exports—especially oil, gas and coal. To further that goal, Trump signed a sweeping executive order directing agencies to roll back the Clean Power Plan, President Obama's signature climate policy to limit greenhouse gas emissions from power plants; reverse regulations on methane emissions; revisit the metric known as the "social cost of carbon" that seeks to quantify the damages from CO2 emissions; lift the temporary moratorium

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