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Many analyses of what the conflict in the Middle East means for China's energy security have rightly focused on China's oil and natural gas imports from the region.
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For years, the energy transition was discussed as a shift that would happen in steady, predictable increments. But the last 24 months have shattered that illusion. Energy providers...
External Publications by Akos Losz, Tim Boersma & Tatiana Mitrova • April 23, 2019
Record-high spot LNG charter rates caught markets by surprise in 2018, demonstrating that bottlenecks can emerge suddenly and unexpectedly along the entire natural gas supply chain. In an excerpt from A Changing Global Gas Order 3.0, authors Akos Losz, Tim Boersma, and Tatiana Mitrova analyze the causes of the 2018 LNG vessel cruch and discuss the implications for spot LNG rates moving forward.
The US-Israeli war against Iran highlights the Gulf’s dual role as the backbone of global energy supply and a major source of systemic risk.
Within days of the initial U.S. and Israeli attack on Iran on February 28, 2026, the world was plunged into an energy crisis.
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External Publications by Akos Losz, Tim Boersma & Tatiana Mitrova • April 23, 2019