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A dual-coast LNG strategy
Sempra Infrastructure’s vice president for marketing and commercial development, Carlos de la Vega, outlines progress across the company’s US Gulf Coast and Mexico Pacific Coast LNG portfolio, including construction at Port Arthur LNG, continued strong performance at Cameron LNG and development of ECA LNG
Letter from Iran: Testing times for Tehran-Beijing crude dynamics
Growing pressure from the Trump administration continues to threaten a resilient China-Iran oil nexus
Letter from the US: The curse of strong energy exports
Rebuilding industry, energy dominance and lower energy costs are key goals that remain at odds in 2026
Venezuela mismanaged its oil, and US shale benefitted
Chavez’s socialist reforms boosted state control but pushed knowledge and capital out of the sector, opening the way for the US shale revolution
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
US China
Shi Weijun
Beijing
10 December 2020
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Letter from China: Cautious welcome for Biden in Beijing

The Chinese government’s delayed response to the president-elect’s victory indicates wariness, but LNG trade could be a bridge to better relations

It perhaps came as no surprise when China dispensed with usual etiquette to take its time acknowledging US president-elect Joe Biden on his election win, given nearly four tumultuous years of a Trump administration that trampled decorum on numerous occasions. The belated congratulations from Beijing to Biden and his running mate Kamala Harris after days of silence represented a break with diplomatic protocol—especially since it came not from Chinese president Xi Jinping, but from a foreign ministry spokesman. “We respect the American people’s choice,” said Wang Wenbin. As congratulations go, it was not the warmest—indicative of caution in Beijing over the incoming administration. The pragmat

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A dual-coast LNG strategy
20 February 2026
Sempra Infrastructure’s vice president for marketing and commercial development, Carlos de la Vega, outlines progress across the company’s US Gulf Coast and Mexico Pacific Coast LNG portfolio, including construction at Port Arthur LNG, continued strong performance at Cameron LNG and development of ECA LNG
Cheniere’s disciplined expansion
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US LNG exporter Cheniere Energy has grown its business rapidly since exporting its first cargo a decade ago. But Chief Commercial Officer Anatol Feygin tells Petroleum Economist that, as in the past, the company’s future expansion plans are anchored by high levels of contracted offtake, supporting predictable returns on investment

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