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Letter from Saudi Arabia: US-Saudi energy ties enter a new phase
Aramco’s pursuit of $30b in US gas partnerships marks a strategic pivot. The US gains capital and certainty; Saudi Arabia gains access, flexibility and a new export future
Letter from London: Oil’s golden triangle
The interplay between OPEC+, China and the US will define oil markets throughout 2026
The curious case of oil-on-water
The market is facing being drowned in excess crude, but one caveat is that a large chunk is due to buyers reluctant to snap up sanctioned barrels
The duality of US shale
A sector beset by pessimism and pain amid price weakness contrasts with data signalling production strength and resilience
Explainer: How the EU will wean itself off Russian gas
Questions remain about how the phase-out will be implemented and enforced in practice
China’s oil plan comes together
The country’s rapid output growth is an example that other producers could learn from
China seizes oil security opportunity
A combination of geopolitical uncertainty and OPEC+ barrels has driven a renewed focus on building strategic oil stocks despite flagging demand
Mideast states power up their gas priorities
Saudi Arabia, the UAE and Qatar are ploughing resources into gas—with a growing eye on facilitating domestic use in power and value-added sectors
Arctic LNG comes in from the cold
Beijing now appears prepared to accept discounted Russian LNG, even at the cost of heightened sanctions risk
MENA's gas metamorphosis
Across the Middle East and North Africa, gas is taking an enhanced role in helping build out economies that need to diversify away from crude oil dependence
US China Oil markets Renewables LNG
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31 January 2018
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Lunar lunacy and bot battles

An exclusive preview of our glorious leader's preface to the 2043 edition of Outlook

Solar, wind, lithium-ion, precious metals and natural gas markets should remain stable in 2043. The Beijing-based IMF expects global GDP to rise again by 2%—its fifth consecutive year at that pace—and the Global Energy Input Algorithm (Geia) has stipulated that demand will rise gradually through the year to reach 180,000 terrawatt-hours. The Global Solar Index has dismissed concerns about sun spots in 2043 and says photo-voltaic capacity will expand to 68TW with completion of the Great Arabia Mirror Project. Wind capacity will hit 43TW. The year's decisive event will come in October at the Greater China Communist Party Congress in Beijing. Chairman Xi Jinping, the still sprightly octogenaria

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Aramco’s pursuit of $30b in US gas partnerships marks a strategic pivot. The US gains capital and certainty; Saudi Arabia gains access, flexibility and a new export future
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