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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
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UN Secretary General Antonio Guterres at COP28
Opinion
Markets
NJ Ayuk
Johannesburg
2 February 2024
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Letter from Africa: Lip service and duplicity at COP28

African unity, not elusive aid, is key to unlocking energy investment—especially in gas

Lurking beneath the public discourse of all things energy and environment—or carbon and climate—and concealed within what the figureheads of the net-zero movement have been saying at official conferences and elsewhere, there is a contrary message. Africa should not believe a word of it. As expected, we can categorise much of the rhetoric offered at the 28th COP meeting as supportive of the continued demonisation of fossil fuels. Unsurprisingly, the underlying sentiment of the messaging pertinent to Africa was that our hydrocarbon resources should remain in the ground.  While COP28 certainly rehashed the same tired threats and impractical recommendations of past meetings, an observable bright

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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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