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Outlook 2026: LNG markets and the overhang
A third wave of LNG supply is coming, and with it a likely oversupply of the fuel by 2028
Outlook 2026: The geopolitical weaponisation of LNG
Global gas markets are being reshaped by politics as much as by gas prices and fundamentals. From Washington to Doha, Brussels and Beijing, LNG has become a strategic weapon as much as a commodity
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Explainer: What do Russia’s oil giants own overseas?
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Letter from London: Oil’s golden triangle
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Tax policy will shape Russia’s oil future
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The curious case of oil-on-water
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Russia seeks deeper energy cooperation with China
Russia China Gas Energy security LNG Oil markets
Neil Beveridge
21 March 2022
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Siberian Spring: Russia-China energy relations poised for growth

The fallout from Russia’s invasion of Ukraine is likely to spur closer energy cooperation between Moscow and Beijing, although significant hurdles remain

A glance at Russia’s oil and gas infrastructure map tells you everything you need to know about Moscow’s energy priorities up to now. West of the Yenisei River, which traditionally divides Siberia into its western and eastern halves, the map is filled by an intricate network of pipelines connecting Yamal to European oil and gas markets. To the east, however, the map is almost bare. Despite China being the world's largest energy market, Russia has been so far slow to grasp the opportunity. But perhaps its relative tardiness is by design. It is often said that Russia and China are bound together by their mutual distrust. Despite huge reserves and geographical proximity to China, Russia account

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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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