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Trump’s LNG metamorphosis
Fast-tracking US project approvals and increased trade pressures have already changed the LNG landscape since Trump came to office, with further transformation ahead
Letter from the US: Oil and gas producers face tax threat
Capping state corporate income tax deductions would reduce energy supplies and raise prices
Letter from Saudi Arabia: Energy, diplomacy and the art of the deal
Saudi Arabia is growing as a geopolitical and diplomatic force amid an increasingly fractured world
Trump’s energy policy paradox
US consumers are not likely to see gasoline prices fall to Trump’s ‘beautiful number’, at least if the president also wants to encourage more drilling
Letter from the US: Houston has a problem with Trump’s energy policy
At some point it is likely that $70/bl will be quietly accepted as the producer-consumer sweet spot for a US administration having to balance both sides of the ledger
On tariffs, Trump is an open book
There is method to the US president’s apparent madness, and those seeking to understand need look no further than their local bookshop
Letter from the US: Trumpism threatens oil producers’ survival
Well-functioning democracies are required for healthier economies and a thriving oil industry
Aramco keeps on spending
As cash-strapped Western governments commit to substantially raising defence expenditure, a similar dynamic is playing out in Saudi Arabia’s oil and gas sector, as Saudi Aramco maintains it heavy capex push despite reduced revenues
Letter from Iran: High-stakes nuclear diplomacy
Iran’s oil is caught in the crosshairs of support from China and Russia and US maximum pressure, with options becoming more and more limited
US upstream reasserts strategic importance
The country’s renewed focus on energy security has seen it move closer to Russia and Saudi Arabia on supply
Iran Donald Trump US Saudi Arabia
Robin M Mills
18 December 2018
Follow @PetroleumEcon
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Iran sanctions cycle set to repeat

The country is no stranger to its energy industry blowing in the political wind

Politics has bedevilled Iran's energy sector ever since the Iranian Revolution of 1978-9, but even as far back as the premiership of Mohammad Mossadegh in the 1950s. Development of the country's vast oil, and especially gas, reserves has progressed during periods of détente, but been set back when political tensions heighten. The full re-imposition of US sanctions from 4 th November 2018 is set to usher in another such period of turmoil. Iran faces political challenges on four fronts-within different factions of the regime; between the regime and ordinary Iranians; with its Arab neighbours; and with the US and the other leading international powers. The reputation of the Rouhani administrati

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