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.
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As the clean energy transition takes off, the region’s biggest players are making sure they have a seat at the table.
It has now been just over a year since the US signed into law the Inflation Reduction Act and already, it has been followed by more than US $110 billion in clean energy investments.
This commentary addresses the economics of the battery supply chain, who controls its key components, and, most importantly, how the IRA changes the position of the US in the global battery market.
It has been over two months since the European Union (EU) ban on Russian crude oil entered into force, triggering friction in oil markets and petroleum supply chains.