Why Japan’s utility firms want to pull the plug on destination restrictions for LNG supply
A hardened feature of long-term LNG contracts, the destination clause, is coming under renewed scrutiny as the quest for flexibility gathers momentum.
Energy Explained
Get the latest as our experts share their insights on global energy policy.
U.S. State Actions to Help Fossil Fuel Communities Navigate the Energy Transition
The world has committed to transitioning away from fossil fuels to avoid the most severe threats of climate change.[1] Communities across the United States rely on fossil fuel...
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Inside the 2024 World Energy Outlook
Rising electricity demand. Heightened geopolitical tension. Fragility in energy markets. These are some of the big stories shaping the energy transition outlined in the International Energy Agency’s newest...
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U.S. State Actions to Help Fossil Fuel Communities Navigate the Energy Transition
The world has committed to transitioning away from fossil fuels to avoid the most severe threats of climate change.[1] Communities across the United States rely on fossil fuel...
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China’s Slowing Oil Demand Growth Is Likely to Persist and Could Impact Markets
China’s demand for oil, long an important driver of global oil demand growth, slowed dramatically during January–September 2024. Between 2000 and 2023, China accounted for 50 percent of...
The US has a Hydrogen Demand Problem – Despite Generous Incentives
When the Inflation Reduction Act (IRA) was passed in August 2022, it triggered unprecedented enthusiasm among potential hydrogen suppliers.[1] More than two years later, progress on final investment...
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U.S. State Actions to Help Fossil Fuel Communities Navigate the Energy Transition
The world has committed to transitioning away from fossil fuels to avoid the most severe threats of climate change.[1] Communities across the United States rely on fossil fuel...
China’s Slowing Oil Demand Growth Is Likely to Persist and Could Impact Markets
China’s demand for oil, long an important driver of global oil demand growth, slowed dramatically during January–September 2024. Between 2000 and 2023, China accounted for 50 percent of...
The US has a Hydrogen Demand Problem – Despite Generous Incentives
When the Inflation Reduction Act (IRA) was passed in August 2022, it triggered unprecedented enthusiasm among potential hydrogen suppliers.[1] More than two years later, progress on final investment...
Saudi Arabia’s Renewable Energy Initiatives and Their Geopolitical Implications
Saudi Arabia is experiencing a significant economic transformation under its Vision 2030 plan to reduce the country’s dependence on oil revenues by diversifying its economy. The Saudi government’s...
India’s Ambitious Green Steel Plan Hinges on Mitigating Coal
Amid plans to nearly double its steel production capacity by 2030 to serve its growing infrastructure needs, the world’s No. 2 steel producer India[1] has released plans to...
How the Next US President Could Shape Energy and Climate Policy
November’s election for president of the United States will have crucial implications for the nation’s and world’s energy and climate policies.
Modernizing Africa’s Lobito Railway Can Strengthen Critical Mineral Supply and Local Energy Access
Revitalization and expansion of the Lobito Corridor, which spans Angola’s Lobito Port to the Democratic Republic of Congo (DRC) and Zambia, is poised to reshape Southern Africa’s economic...
The Large Benefits of a Small Pivot from a President Harris on Climate Tariffs
President Biden has merged the nation’s climate and trade policy strategies, with tariffs as a defining feature.[1] Duties have been imposed on imports of solar panels, steel, aluminum,...
Special Blog Edition: A Q&A on the Potential Energy and Geopolitical Impacts of Iran’s Attacks on Israel
On 1 October, Iran launched approximately 200 ballistic missiles at Israel. Iran said that it was responding to recent Israeli attacks against Hezbollah and its leadership, as well...
Rising Production, Consumption Show China is Gaining Ground in Its Natural Gas Goals
China's latest Natural Gas Development Report shows the nation made gains last year in efforts to restructure its natural gas market, increasing domestic production and consumption; boosting imports of...
Why China’s Renewable Ammonia Market Is Poised for Significant Growth
China’s commitment to what it calls its “dual carbon” goals of carbon neutrality by 2060 and to ammonia’s potential role as a hydrogen derivative and carrier have fostered...
Falling Interest Rates Alone May Not Imminently Boost Investments in Renewable Energy
The US Federal Reserve (Fed) commenced its monetary easing cycle on Wednesday with an aggressive 50 basis points policy rate cut. The United States is not alone in...
