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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
Letter from the US: Washington’s threat to oil exporters
With Trump poised to secure a majority on the Federal Reserve Board, slashed interest rates will weaken the dollar and cause economic pain for producers
Appalachian gas returns to steady growth
New pipeline projects will boost egress from the region as the gas market expands amid datacentre demand and higher LNG exports
GECF pours cold water on US-EU energy trade deal
The framework deal is more about symbolic transatlantic solidarity more than increasing actual trade volumes, according to the GECF
EIA again cuts US gas price forecasts, but market still to tighten
The administration has once more reduced its short-term gas price forecasts, but the expectation remains the market will tighten over the coming year
India’s retreat from Russian oil could cause global trade flow shockwaves
US secondary sanctions are forcing a rapid reassessment of crude buying patterns in Asia, and the implications could reshape pricing, freight and supply balances worldwide. With India holding the key to two-thirds of Russian seaborne exports, the stakes could not be higher
Trump’s energy report card
The administration is pushing for deregulation and streamlined permitting for natural gas, while tightening requirements and stripping away subsidies from renewables
Middle East gas can power regional prosperity
The Middle East natural gas playbook is being rewritten. The fuel source offers the region a pathway to a cleaner, sustainable and affordable means of local power, to fasttrack economic development and as a lucrative opportunity to better monetise its energy resources.
Trump’s Russia threat rings hollow
The reaction to proposed sanctions on Russian oil buyers has been muted, suggesting trader fatigue with Trump’s frequent bold and erratic threats
US oil sector faces complicated path
Trump energy policies and changing consumer trends to upend oil supply and demand
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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