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Letter from the US: This crisis Is different
Oil traders warning of $200/bl oil are wrong, and the market should be wary of proclamations that the impact of the oil shortage has only begun to be felt and a that a ‘harsh adjustment’ is coming—even for industrialised nations
Middle East oil’s multi-step recovery plan
Restoring supply from Saudi Arabia, the UAE, Kuwait, Qatar, Bahrain and Iraq involves complexities far beyond simply adjusting operational controls
Coal-to-gas switch drives Asian demand
Countries in the region are turning to the cleaner-burning fuel for power generation, driving demand for imports
US continues gas infrastructure buildout
The US has used booming shale production to massively expand its LNG infrastructure, but Canadian developments have not fare so well while in South America consumption outstrips production
Eni scales up in Kutei
The latest gas discovery adds momentum to Eni’s push in Indonesia’s Kutei Basin, as it presses ahead with its fast-track development model aided by collaboration with Petronas
Canada’s oil and gas looks East
There is a clear push to bolster exports to Asia amid uncertainty around its North American neighbour, but there are limits to the benefits from the energy crisis
OPEC+ caught between a crisis and a surplus
After overcoming a COVID-induced demand collapse with several years of successful market management, geopolitical events have conspired to provide the pact’s biggest test to date
Europe’s LNG buildout slows
The EU is still weaning itself off Russian gas, but the expansion of its import infrastructure has slowed while Russia and Kazakhstan push ahead with expanding production
Mideast plans big spending on gas to meet demand
The region’s gas producers are investing heavily in the fuel in order to satisfy burgeoning demand resulting from economic growth and a shift to cleaner fuels
Developing Africa draws gas processing investment
The continent is home to mega-scale projects on both its east and west coasts as its growing economies see rising demand for gas
US Energy Secretary Chris Wright
Gas LNG Markets US
Tim Crawford
18 September 2025
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US sees energy dominance as strategic necessity

The Trump administration is using energy exports to strengthen political and economic ties with allies and weaken adversaries, while simultaneously exploiting those ties to open up further markets for US energy

The White House has been unequivocal about striving for “US energy dominance”, having even established a National Energy Dominance Council earlier this year to advance that aim largely through deregulation. The stated goal is to make US energy more abundant, affordable and secure—not just domestically but also abroad. This push was framed at the Gastech conference in Milan on 9–12 September as a pursuit of global “peace and prosperity”. Leading the strong US presence were Interior Secretary Doug Burgum and Energy Secretary Chris Wright. “We achieve prosperity at home and with our allies through energy abundance—affordable, reliable, low-cost energy drives economies, drives productivity [and]

Also in this section
Letter from the US: This crisis Is different
Opinion
28 April 2026
Oil traders warning of $200/bl oil are wrong, and the market should be wary of proclamations that the impact of the oil shortage has only begun to be felt and a that a ‘harsh adjustment’ is coming—even for industrialised nations
Middle East oil’s multi-step recovery plan
28 April 2026
Restoring supply from Saudi Arabia, the UAE, Kuwait, Qatar, Bahrain and Iraq involves complexities far beyond simply adjusting operational controls
Decoding datacentre energy demand
28 April 2026
Datacentres will guzzle power at a ferocious rate, but the impact on wider energy markets will be far more complex than previously thought
Iraq’s pipeline dilemma
28 April 2026
The key energy player faces balancing regional routes, political complexities, and creating a clear strategic vision for energy security

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