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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
Dangote: Big ambitions, harsh realities
Nigeria's mega-refinery is still trying to solve many challenges, all while its owner talks up expansion
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
Biden’s recent infrastructure plan may also have implications for US refiners
US Refining
Charles Waine
10 June 2021
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US downstream faces emissions scrutiny

Biden’s low-carbon pledge could mean tighter regulations and punishment for serial emitters

US environmental policy has dramatically shifted under Joe Biden, with the country rejoining the Paris Agreement and the president pledging to halve emissions by 2030. The energy sector’s entire value chain will need to be transformed to achieve these ambitious decarbonisation goals, meaning the downstream sector will not go unscathed. Tackling methane emissions is among the most crucial challenges to both the Paris Agreement and domestic climate ambitions. These emissions contribute around 40pc to the global heat-trapping effect of greenhouse gases, and methane’s 20-year global warming potential is about 84 times that of CO₂.  “There is much more bilateral support for reducing methane

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Kazakhstan lays groundwork for transformation
20 February 2026
The country is pushing to increase production and expand key projects despite challenges including OPEC+ discipline and the limitations of its export infrastructure
LNG, a strategic safeguard
20 February 2026
Europe has transformed into a global LNG demand powerhouse over the last few years, with the fuel continuing to play a key role in safeguarding the continent’s energy security, Carsten Poppinga, chief commercial officer at Uniper, tells Petroleum Economist
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
19 February 2026
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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