Outlook 2022: US bipartisanship and regional divergence
The North American powerhouse will need to develop several energy transitions to green its economy, but has taken important baby steps
The future of energy is increasingly intertwined with the ‘energy transition’, but labelling the changes we are currently seeing, and have yet to see, in singular form is a misnomer. The future of energy will be defined by multiple energy transitions as different regions of the world evolve in ways that reflect a concept that is central to economic development—the principle of comparative advantage. From 1990 to 2020, the primary energy mix in the US changed but fossil fuels consistently accounted for more than 80pc of total energy use. While last year was an aberration due to the pandemic, and 2021 is turning out to look more like 2019, the stresses that were placed on supply chains and
Also in this section
19 March 2026
The regional crisis highlights the undervalued role of fixed pipelines in the age of tanker flexibility
18 March 2026
Rising LNG exports and AI-driven power demand have raised concerns that US gas prices could climb sharply, but analysts say abundant shale supply and continued productivity gains should keep Henry Hub within a range that preserves the competitiveness of US LNG
18 March 2026
Risks of shortages in oil products may cause world leaders to panic and make mistakes instead of letting the market do what it does best
17 March 2026
The crisis in the Middle East has put LNG’s ability to offer security and flexibility under uncomfortable scrutiny






