Newsletters | Request Trial | Log in | Advertise | Digital Issue   |   Search
  • Upstream
  • Midstream & Downstream
  • Gas & LNG
  • Trading & Markets
  • Corporate & Finance
  • Geopolitics
  • Podcasts
Search
Related Articles
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
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
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
Explainer: Inside China’s crude oil stockpiling black box
Energy security continues to evolve as a strategic priority amid growing geopolitical tensions highlighted by increased volumes, a new energy law and persistent secrecy
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
China has performed its most aggressive military drills near Taiwan in decades
Opinion
China Taiwan US
Shi Weijun
Beijing
11 August 2022
Follow @PetroleumEcon
Forward article link
Share PDF with colleagues

Letter from China: Taiwan tensions expose energy risks

China’s heavy reliance on energy imports means it too would be vulnerable in the event of armed confrontation

The US and China managed to avoid armed confrontation last week after House Speaker Nancy Pelosi’s visit to Taiwan, but the highly charged incident underlined the risks to global energy security should a war break out between the world’s two superpowers over what Beijing calls its “renegade province”. No issue has the potential to sour US-China relations more than Taiwan, which Beijing considers part of its territory and wants to reclaim—by force if necessary. Tensions were high as the US Air Force jet carrying Pelosi landed in Taiwan’s capital of Taipei last Tuesday, marking the first visit to the democratically ruled island by a House speaker in 25 years. Pelosi met Taiwanese leaders inclu

Also in this section
The spectre of a European gas price cap returns
13 March 2026
Brussels is again weighing a cap on gas prices amid the Hormuz crisis, but the measure could backfire by deterring the LNG cargoes Europe urgently needs
Letter from London: The oil market should panic tomorrow
12 March 2026
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
LPG in Africa: Big potential but big barriers
Opinion
12 March 2026
LPG could rapidly expand access to clean cooking across Africa and prevent hundreds of thousands of deaths from indoor air pollution each year, but infrastructure shortages and regulatory barriers are slowing investment and market growth
Letter from Dubai: A safe haven under fire
Opinion
11 March 2026
Missiles over Dubai and disruption in Hormuz are testing the emirate’s reputation—and shaking the energy hub at the centre of the Gulf economy

Share PDF with colleagues

COPYRIGHT NOTICE: PDF sharing is permitted internally for Petroleum Economist Gold Members only. Usage of this PDF is restricted by <%= If(IsLoggedIn, User.CompanyName, "")%>’s agreement with Petroleum Economist – exceeding the terms of your licence by forwarding outside of the company or placing on any external network is considered a breach of copyright. Such instances are punishable by fines of up to US$1,500 per infringement
Send

Forward article Link

Send
Sign Up For Our Newsletter
Project Data
Maps
Podcasts
Social Links
Featured Video
Home
  • About us
  • Subscribe
  • Reaching your audience
  • PE Store
  • Terms and conditions
  • Contact us
  • Privacy statement
  • Cookies
  • Sitemap
All material subject to strictly enforced copyright laws © 2025 The Petroleum Economist Ltd
Cookie Settings
;

Search