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Explore how economic wild cards, triggered by US tariffs, have reshaped Asia's natural gas demand in Q1 2025, following steady growth rates of 2.3% in 2023 and 5.8% in 2024. Dive into our new interactive analytics tool and obtain useful insights on gas trade, demand and supply across Asia.
The use of tariffs to further national economic interests may not be novel, but the trade barriers the US are strikingly original. Traditional allies and competitors alike are in the firing line from notably high tariffs on a wide range of commodities and technologies.
In Conversation With: Josh Wong
Josh Wong, founder and CEO of ThinkLabs AI, discusses how AI can benefit the power grid with Conversation of the Century editor Ronan Kavanagh.
Watch Now >
Saudi Arabia's crude production only saw a slight uptick in early 2025, mainly as a result of a 17.7% increase in Arab Heavy narrowly outweighing a decrease of 17.9% in Arab Medium production. Meanwhile, Russia's Urals exports fell 13.5% due to lower production as Russia improved its Opec-plus compliance. Discover these trends and more with 博彩对冲's proprietary World Crude Oil Data tool, featuring over 200 crude oil assays, detailed profiles of top oil-producing and exporting nations, tracking 550+ upstream projects across 48 countries.
Our latest analysis found that energy supply will shape AI鈥檚 development just as much as AI will shape energy demand. The 鈥淓nergy and Artificial Intelligence鈥 report shows that AI will likely accelerate the pace of the energy transition without dramatically increasing global electricity demand. Access all the insights on the profound impact of AI on the energy sector.
Top Stories
Story 1
ENERGY INTELLIGENCE NEWS
China Considers US Ethane Tariff Exemptions: Sources
The move to lift tariffs on US ethane, but not LPG, crude oil or LNG, possibly reflects China鈥檚 dependence on the world鈥檚 only large-scale ethane exporter.
Fri, Apr 25, 2025
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Story 2
ENERGY INTELLIGENCE NEWS
Russia Expects to Start Gas Supplies to Iran in 2025
This year, Russia expects to begin supplying up to 1.8 Bcm/yr to Iran via existing infrastructure in Azerbaijan.
Fri, Apr 25, 2025
Story 3
ENERGY INTELLIGENCE NEWS
RWE Freezes US Offshore Wind, Raises Bar for US Renewables
The German utility made the moves in light of the US Trump administration鈥檚 sharp actions against offshore wind and broader political uncertainty.
Fri, Apr 25, 2025
Story 4
ENERGY INTELLIGENCE NEWS
Qatar, Bangladesh Agree to Extend LNG Pact
Qatar has agreed to extend an agreement with Bangladesh to provide supplies of LNG and technical work on the country's first land-based LNG import terminal.
Fri, Apr 25, 2025
Story 5
ENERGY INTELLIGENCE NEWS
SLB: Tariff War Makes Upstream Players Wary
Despite a gloomy upstream capex outlook, the services giant believes it can continue to improve its profit margins and distribute plenty of cash to investors.
Fri, Apr 25, 2025
In Depth
Top Story 1
ENERGY COMPASS
US Trade Talks: What to Watch on Energy
Nearly all the country delegations arriving in Washington for trade talks have pledged to buy more US energy 鈥 but it's complicated.
Thu, Apr 24, 2025
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Top Story 2, 3 & 4
NATURAL GAS WEEK
Revised Port Fee Policy Could Further Test US LNG's Advantage
The Trump administration's plan would require 15% of all US LNG exports to travel on US-built vessels by 2047 鈥 something analysts say is virtually impossible.
Fri, Apr 25, 2025
NATURAL GAS WEEK
US Interior Looks to Gut Environmental Review Process
Citing President Donald Trump's "energy emergency," the agency plans to conduct impacts reviews of gas and oil drilling on federal lands in 28 days or less.
Fri, Apr 25, 2025
JET FUEL INTELLIGENCE
Trade War Upends Chinese Aviation and Jet Demand Outlook
The US-China trade war has upended previous forecasts for expansion of Chinese aviation and jet fuel demand.
Fri, Apr 25, 2025
Energy in the Age of Protectionism
RISK RESEARCH
Energy in the Age of Protectionism
Trump鈥檚 tariff strategy threatens to upend global capital markets, limit growth and permanently alter the global trade order. We see trade war threats remaining elevated during this fluid and uncertain period, yet Trump鈥檚 mercantilist trade views and desire to secure pro-America trade deals will remain. Of our three trade policy scenarios, we see a higher likelihood of a 鈥淨uick Walk Back.鈥 Our 鈥淓conomic Uncertainty鈥 and 鈥淒eeper Realignment鈥 scenarios are still in play. In all three scenarios, uncertainty weighs on investment, US credibility with trading partners takes a hit and protectionism is ossified in global trading systems.
Thu, Apr 10, 2025
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>
WORLD ENERGY OPINION
Navigating New US Tariffs
In this opinion piece, experts from law firm Vinson & Elkins examine what energy project developers need to know about equipment procurement and supplier negotiations.
Fri, Apr 25, 2025
PETROLEUM INTELLIGENCE WEEKLY
US-China Tariff War Could Spur Shifts in LNG Trade Flows
A faceoff between the world's largest LNG importer and its largest exporter is already impacting global flows amid demand concerns driven by potentially slower growth.
Thu, Apr 24, 2025
PETROLEUM INTELLIGENCE WEEKLY
Trump Tariffs Likely to Slow US Clean Energy Projects
Solar, wind, batteries and critical minerals all face higher costs despite recent US efforts to "reshore" manufacturing and supply chains.
Thu, Apr 24, 2025
PETROLEUM INTELLIGENCE WEEKLY
Oil Balances Hinge on Range of Tariff Scenarios
With demand forecasts getting cut and supply questions persisting, 博彩对冲 takes stock of the potential outcomes of the US tariff push.
Thu, Apr 24, 2025
Latest Research Reports
Latest 1
GAS AND LNG RESEARCH
LNG Project Database, April 2025
The April 2025 update includes the latest on project developments, new long-term LNG supply agreements and links to relevant 博彩对冲 coverage.
Thu, Apr 24, 2025
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Latest 4
RISK RESEARCH
US-Iran: Nuclear Talks Gain Momentum, But Risks Remain High
Thu, Apr 24, 2025
COMPETITIVE INTELLIGENCE RESEARCH
M&A Monitor, Q2鈥25
Tue, Apr 22, 2025
OIL MARKETS RESEARCH
Weekly Monitor: US Supply Set to Feel Effects of Turmoil
Mon, Apr 21, 2025
ENERGY TRANSITION RESEARCH
Low-Carbon Investment Tracker Data, April 2025
Thu, Apr 17, 2025
The New Geopolitical Map
ENERGY INTELLIGENCE NEWS
Syria Issues Tender for Light Crude, Fuel Oil
The Damascus government has issued a request for proposals to supply 7 million barrels of light crude.
Wed, Apr 2, 2025
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>
ENERGY INTELLIGENCE NEWS
Russia Supplies Crude, Products to Syria
Russia has delivered shipments of crude oil and ultra-low sulfur diesel to Syria this month, according to ship-tracking data.
Tue, Mar 25, 2025
ENERGY INTELLIGENCE NEWS
UK Lifts Sanctions on Syrian Banks, Oil Companies
The move raises hopes for the possible return of foreign investment to the war-torn country despite its ongoing security challenges.
Fri, Mar 7, 2025
ENERGY INTELLIGENCE NEWS
Syria Inks Light Crude Deal for Delivery in 20 Days
The 3 million bbl of light crude is being supplied as part of several tenders launched by Syria鈥檚 petroleum ministry in January.
Mon, Mar 3, 2025
ENERGY COMPASS
Disorderly New Era Prompts Mideast Players to Adapt
The new US administration's erratic foreign policy has caused acute concerns in the Middle East while also creating opportunities for key players.
Thu, Feb 27, 2025
World Energy Opinion
WORLD ENERGY OPINION
The Future of US Methane Emission Mitigation
Energy and environmental experts suggest that methane capture will continue under President Donald Trump because it boosts US natural gas production.
Tue, Apr 22, 2025
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>
WORLD ENERGY OPINION
Endgame Iran: Peace or War?
Hostility between Tehran and Washington over the Iranian nuclear program has, for the moment, yielded to diplomacy.
Thu, Apr 17, 2025
WORLD ENERGY OPINION
What the European Commission's CSRD Cut Means
The EU plans to simplify sustainability reporting rules, aiming to reduce burdens, while preserving ESG objectives and strategic benefits.
Mon, Apr 14, 2025
WORLD ENERGY OPINION
Tariffs Wars: Warnings From History
Trump鈥檚 sweeping tariffs risk global recession, reduced investment, and lower productivity, echoing economic failures like Smoot-Hawley, argues Phil Verleger.
Thu, Apr 10, 2025
WORLD ENERGY OPINION
The Age of Feel-Good Climate Policy Is Over
Past climate policy was well intentioned but costly; real progress requires pragmatic solutions like cutting methane, argues Antoine Rostand.
Wed, Apr 9, 2025
Most Read
ENERGY INTELLIGENCE NEWS
US Cancels BP, Shell Permits for Trinidad-Venezuela Gas Fields
Trinidad and Tobago's Energy Chamber said the latest move by the US Office of Foreign Assets Control was "disappointing but not unexpected."
Wed, Apr 9, 2025
ENERGY INTELLIGENCE NEWS
Urals Price Rout to Hit Russia鈥檚 Budget, May Boost Exports
Lower Urals prices will inevitably impact Russia鈥檚 oil and gas revenues and could deal a blow to Moscow's state budget.
Tue, Apr 8, 2025
ENERGY INTELLIGENCE NEWS
Russia-Iran Gas Deal Edges Forward Despite Headwinds
Iran鈥檚 ambassador to Russia says 90% of the issues have been resolved around a mooted Russian piped gas deal to Iran 鈥 despite skepticism of its viability.
Wed, Apr 16, 2025
ENERGY INTELLIGENCE NEWS
BP Chair Feels Investor Backlash in AGM Protest Vote
Helge Lund, who is set to leave the company next year, survived a sizeable shareholder rebellion at the UK major's annual meeting.
Thu, Apr 17, 2025
ENERGY INTELLIGENCE NEWS
China Hikes Tariffs on US Goods, Petchems to Suffer
The Chinese petrochemical sector 鈥 heavily dependent on US feedstocks 鈥 is facing particular headwinds from the escalating US-China trade war.
Fri, Apr 11, 2025
ENERGY INTELLIGENCE NEWS
China Considers Power of Siberia 2 Route Bypassing Mongolia
Beijing is considering an alternative route for the Power of Siberia 2 gas pipeline from Russia that would bypass Mongolia, a Chinese diplomat says.
Tue, Apr 15, 2025
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Our global network of experts monitors, analyzes and interprets the latest developments and trends across the energy industry, to deliver actionable intelligence.
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Editorial Director, Western Hemisphere and Head, Competitive Intelligence
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Discover how sweeping tariffs are disrupting commodities, technology, and energy.