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Outlook 2026: Grand plan for offshore leasing should give boost to US Gulf
As activity in the US Gulf has stagnated at a lower level, the government is taking steps to encourage fresh exploration and bolster field development work
Outlook 2026: The US energy paradox – Efficiency at home, influence abroad
The US’ domestic energy market may be stagnating, but its role in the global energy system looks set to bloom
Outlook 2026: Trump’s LNG diplomacy will likely run into commercial, regulatory reality
The president is aiming for ‘energy dominance’ via LNG sales, largely to Europe, but supply is set to outstrip demand, and EU regulations remain a stumbling block
Outlook 2026: US onshore holds steady at sluggish rate as shale stagnates
As contradictory as it might seem, US oil output has continued to grow over the last several years, even as drilling in the shale plays has maintained a slow decline. This improbable dichotomy is a testimony to the industry’s technological prowess
The looming risks of a US-Venezuela war
The Caribbean country’s role in the global oil market is significantly diminished, but disruptions caused by outright conflict would still have implications for US Gulf Coast refineries
Letter from Saudi Arabia: US-Saudi energy ties enter a new phase
Aramco’s pursuit of $30b in US gas partnerships marks a strategic pivot. The US gains capital and certainty; Saudi Arabia gains access, flexibility and a new export future
Letter from London: Oil’s golden triangle
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US Iran
James M. Lindsay
24 November 2020
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Iran backs Biden into a corner

Rejoining the nuclear deal might be easier said than done

Campaigning before an election highlights what presidential candidates say they will do. Governing, by contrast, showcases what they can actually get done. When it comes to Iran policy, President-elect Joe Biden is about to discover the yawning gap between those two realities. Biden called President Donald Trump’s ‘maximum-pressure’ campaign against Iran a “dangerous failure.” Since Trump walked away from the 2015 nuclear deal and imposed ever-tougher sanctions, Iran has 12 times the amount of low-enriched uranium it had when Barack Obama left office. As a result, the ‘breakout time’ for an Iranian nuclear weapon has dwindled from a year to a matter of months. Biden proposes to return to som

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Outlook 2026: Grand plan for offshore leasing should give boost to US Gulf
24 December 2025
As activity in the US Gulf has stagnated at a lower level, the government is taking steps to encourage fresh exploration and bolster field development work
Outlook 2026: Revitalising Syria’s oil and gas sector – A new chapter
Outlook 2026
23 December 2025
The new government has brought stability and security to the country, with the door now open to international investment
Outlook 2026: LNG markets and the overhang
Outlook 2026
23 December 2025
A third wave of LNG supply is coming, and with it a likely oversupply of the fuel by 2028
Outlook 2026: Energy realism regains the initiative from energy idealism
Outlook 2026
22 December 2025
Weakening climate resolve in the developed world and rapidly growing demand in developing countries means peak oil is still a long way away

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