Tagged With US
3 December 2025
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
2 December 2025
The interplay between OPEC+, China and the US will define oil markets throughout 2026
19 November 2025
A sector beset by pessimism and pain amid price weakness contrasts with data signalling production strength and resilience
6 October 2025
Overall gas optimism is blighted by concerns over lingering regulatory and infrastructure hurdles that could hamper expansion of US LNG exports, weaken security and stifle AI ambitions
23 September 2025
E&Ps are on the lookout for the next big deepwater discovery amid questions over the Guyana and Santos basins, but technological advancements provide optimism
18 September 2025
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
8 September 2025
With Trump poised to secure a majority on the Federal Reserve Board, slashed interest rates will weaken the dollar and cause economic pain for producers
8 September 2025
New pipeline projects will boost egress from the region as the gas market expands amid datacentre demand and higher LNG exports
26 August 2025
The framework deal is more about symbolic transatlantic solidarity more than increasing actual trade volumes, according to the GECF
21 August 2025
The administration has once more reduced its short-term gas price forecasts, but the expectation remains the market will tighten over the coming year
15 August 2025
US secondary sanctions are forcing a rapid reassessment of crude buying patterns in Asia, and the implications could reshape pricing, freight and supply balances worldwide. With India holding the key to two-thirds of Russian seaborne exports, the stakes could not be higher
11 August 2025
The administration is pushing for deregulation and streamlined permitting for natural gas, while tightening requirements and stripping away subsidies from renewables
24 July 2025
The reaction to proposed sanctions on Russian oil buyers has been muted, suggesting trader fatigue with Trump’s frequent bold and erratic threats
24 July 2025
Trump energy policies and changing consumer trends to upend oil supply and demand
17 July 2025
US downstream sector in key state feels the pain of high costs, an environmental squeeze and the effects of broader market trends
16 July 2025
Crude quality issues are an often understated risk to energy security, highlighted by problems at a key US refinery
26 June 2025
While oil prices will determine the trajectory of the key US shale patch, regulation and technological shifts are also likely to shape direction longer term
19 June 2025
The strategic importance of vast untapped oil and gas reserves and key shipping routes has come in from the cold
13 June 2025
US policies may have lasting effects in sectors such as energy, that rely on predictable rules and long-term planning
12 June 2025
Asian and European interest gathers pace as Trump throws his weight behind frontier state
12 June 2025
Tariffs, AI, critical minerals and emerging markets all raise fundamental policy questions
10 June 2025
US gasoline consumption is at its highest level since before COVID, but while stocks remain healthy, the hurricane season threatens
6 June 2025
CEO Meg O’Neill explains the virtue of patience in offtake discussions amid tariff tensions
3 June 2025
Datacentres to drive demand for gas and position the fuel as more than just a bridging solution
2 June 2025
It is time to acknowledge that the US-Saudi Arabia nexus is driving a fundamental shift in OPEC strategy
28 May 2025
Saudi Arabia and US relations can construct a new ‘field of dreams’, but opportunism may be the new rules of the game
14 May 2025
The invisible hand of the market has seen increasing transparency but much more needs to be done to build a better understanding
2 May 2025
Fast-tracking US project approvals and increased trade pressures have already changed the LNG landscape since Trump came to office, with further transformation ahead
23 April 2025
Capping state corporate income tax deductions would reduce energy supplies and raise prices
14 April 2025
US consumers are not likely to see gasoline prices fall to Trump’s ‘beautiful number’, at least if the president also wants to encourage more drilling
2 April 2025
At some point it is likely that $70/bl will be quietly accepted as the producer-consumer sweet spot for a US administration having to balance both sides of the ledger
1 April 2025
There is method to the US president’s apparent madness, and those seeking to understand need look no further than their local bookshop
26 March 2025
Well-functioning democracies are required for healthier economies and a thriving oil industry
19 March 2025
The country’s renewed focus on energy security has seen it move closer to Russia and Saudi Arabia on supply
13 March 2025
The spectre of Saudi Arabia’s 2020 market share strategy haunts a suffering OPEC+ as Trump upends the energy world
12 March 2025
Bearish market sentiment and bullish long-term outlook for oil and gas consumption prevails at CERAWeek
4 March 2025
The US and Canada are boosting capacity builds for renewable diesel and biofuels, while Central and South American countries are investing heavily to upgrade and expand their domestic refining sectors
3 March 2025
Tariffs likely to compound already weakening energy flows between economic powerhouses and lead to trade being rerouted
27 February 2025
‘Drill, baby, drill!’ may achieve increased oil and gas production, but not as a result of increased drilling
27 February 2025
Refiners in India are expected to take greater volumes of US oil in the short term at the expense of Russia
24 February 2025
Weighed down by higher costs and lower margins, the US downstream sector is facing closures that could shrink capacity
7 February 2025
The history of tin production and prices offers a preview of the future oil market. If correct, $35/bl could become the new normal for crude for several years without further OPEC+ intervention
6 February 2025
This premier event is poised to address the evolving technology and investment demands of North America’s thriving chemical and pharmaceutical sectors
3 February 2025
Alaska has been engulfed by a lack of consistent policymaking and highlights the challenges financing energy projects in the US
31 January 2025
Several projects are expected to boost production this year as strategically important region looks to environmental rules, fiscal policies, oil prices and demand trends longer term
31 January 2025
Trump may get his wish for cheaper oil, but prices will more likely be driven by fundamentals than policies
30 January 2025
Following through on threats to key oil producers while simultaneously bringing down prices will prove a tricky balancing act
22 January 2025
The return of Donald Trump gives further evidence of ‘big oil’ as an investable asset, with the only question being whether anyone is really surprised
21 January 2025
The new president must put his cards on the table and tell the American people, and the world, if the US is formally abandoning the energy transition
15 January 2025
The oil and gas industry will replace its capital discipline with Trump compliance and consumers will benefit from lower gasoline prices
