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Related Articles
Do not fear runaway Henry Hub prices
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
Will policymakers panic before the oil market?
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
India taking pole position on oil demand growth
The country’s rapidly expanding economy is boosting its consumption of oil as demand for the fuel slows elsewhere in the world
Letter from London: The oil market should panic tomorrow
Emergency oil stocks provide a last line of defence to oil market shocks, so the IEA’s unprecedented 400m bl release represents something of a double-edged sword
The diesel crisis
By shutting the Strait of Hormuz, Iran has cut exports of distillate-rich Middle Eastern crude, jet fuel and diesel, and is holding the energy market hostage
OPEC+ boosted production before crisis
Petroleum Economist analysis sees increases in output from Saudi Arabia, Venezuela and Kazakhstan among others before region’s murky descent
Trump’s gasoline price pledge paradox
The US president has repeatedly promised to lower gasoline prices, but this ambition conflicts with his parallel aim to increase drilling and could be upended by his war against Iran
Letter from Asia: The nuanced India-Russia oil picture
The South Asian consumer’s next move could tighten the Middle East oil market overnight
A new oil flows playbook
The assumption that oil markets will re-route and work around sanctions is being tested, and it is the physical infrastructure that is acting as the constraint
China’s new oil position
OPEC, upstream investors and refiners all face strategic shifts now the Asian behemoth is no longer the main engine of global oil demand growth
Russian President Vladimir Putin and Chinese President Xi Jinping attend a reception at the Kremlin in March
China Russia Markets
Tatiana Mitrova
4 April 2023
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China holds all the cards in Russia’s eastern pivot

The Asian giant sees no reason to rush on energy cooperation

Russia is looking to build on its energy ties with China, a key buyer of its gas. But Beijing’s position of power in the relationship may make the sanctioned producer play a waiting game, especially over the much-discussed Power of Siberia 2 pipeline. That seemed to be the message coming out of the high-level meeting between Beijing and Moscow in March. The Russia-China relationship has a long and complex history, shaped by the lengthy border between the two countries, the complementarity of their economies and the ambitions of both to be seen as key geopolitical actors. Following periods of friendship and tension in the Soviet era, the post-Soviet decades have seen a more complicated relati

Also in this section
Rethinking the Middle East oil topography
19 March 2026
The regional crisis highlights the undervalued role of fixed pipelines in the age of tanker flexibility
Do not fear runaway Henry Hub prices
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
Will policymakers panic before the oil market?
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
Letter from the Middle East: LNG – the weak link the Gulf crisis just exposed
Opinion
17 March 2026
The crisis in the Middle East has put LNG’s ability to offer security and flexibility under uncomfortable scrutiny

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