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Hormuz crisis delivers tailwinds for US LNG
Disruptions to Qatari LNG exports have highlighted the risks of concentrated supply, potentially strengthening the long-term position of US exporters despite limited near-term flexibility
Trump’s bid to reshape the global energy order
From Venezuela to Hormuz, the US—backed by the most powerful military force ever assembled—is redrawing not only oil and gas flows but also the global balance of energy power
Energy dominance as diplomatic leverage
Energy sanctions are becoming an increasingly prominent tool of US foreign policy, with the country’s growth in oil and gas production allowing it to impose pressure on rivals without jeopardising its own energy security or that of its allies, argues Matthew McManus, a visiting fellow at the National Center for Energy Analytics
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
Middle East oil vulnerabilities have been exposed
The killing of Iran’s Supreme Leader Ayatollah Khamenei in US–Israeli strikes marks the most serious escalation in the region in decades and a bigger potential threat to the oil market than the start of the Russia-Ukraine crisis
HPI Market Data Book 2026: Global construction – Americas
Capex is concentrated in gas processing and LNG in the US, while in Canada the reverse is true
Canadian producers positioned to ride out the downcycle
The country’s upstream players have demonstrated resilience to low oil prices and are well positioned to prosper despite a volatile market
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
The White House has said it will work amicably with all parties involved to resolve the pipeline dispute
Opinion
Canada US Enbridge
Vincent Lauerman
Calgary
30 November 2021
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Letter from Canada: Time for Biden to end hypocrisy

The US president talks the talk on urgent decarbonisation, but cannot ignore bilateral midstream dispute between Michigan and Canada

US president Joe Biden has taken a lot of flak recently for the apparent double standards of his administration’s energy policies, particularly in relation to neighbour Canada and cross-border midstream disputes. On the one hand, the president has been adopting policies and regulations to push for rapid decarbonisation of the US energy mix. On the other hand, politically inconvenient high gasoline prices have forced Biden to beg Opec+ to raise crude production, and more recently his government orchestrated the release of strategic oil reserves with the help of several major oil consuming nations. Ironically, the latter could easily backfire and lead Opec+ to forgo previously agreed upon re

Also in this section
A bigger and longer crisis
20 March 2026
Attacks on key oil and LNG assets across the Gulf mean a prolonged supply disruption, with damage to Qatar’s export capacity undermining confidence in the global gas system
How Russia gains from the Hormuz supply shock
20 March 2026
The US may be systemically stripping Russia of key geopolitical allies, but Moscow can reap rewards from the Hormuz crisis, both in the short and long term
Hormuz crisis delivers tailwinds for US LNG
20 March 2026
Disruptions to Qatari LNG exports have highlighted the risks of concentrated supply, potentially strengthening the long-term position of US exporters despite limited near-term flexibility
Through the oil looking glass
20 March 2026
The extent of the US-Israel war with Iran means there will be no going back to the previous market equilibrium no matter how the conflict ends

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