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China, Germany, and South Korea are leading the way in future regasification capacity, set to add a combined 133.5 bcm/year by 2030. Meanwhile, liquefaction plants under construction are expected to contribute an additional 204.7 million tons per year by 2030. Explore these insights and more global LNG liquefaction and regasification trends in our newly updated LNG Project Tracker.
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In Conversation With: Dr. Andrew Jackson
Andrew Jackson, Senior Research Fellow at University of Surrey's Centre for the Understanding of Sustainable Prosperity discusses the costs and risks of a delayed energy transition with Conversation of the Century editor Ronan Kavanagh.
Watch Now >
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 demand, consumption and trade 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.
Top Stories
Story 1
ENERGY INTELLIGENCE NEWS
Petrovietnam to Invest in Russian Upstream Project
Petrovietnam will get a 35% stake in the Kharyaga production-sharing agreement in Russia.
Mon, May 12, 2025
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>
Story 2
ENERGY INTELLIGENCE NEWS
Iran-US Talks Proceed as Trump Tours Mideast
Oman, which has been mediating indirect nuclear negotiations between Tehran and Washington, will coordinate the next round of talks.
Mon, May 12, 2025
Story 3
ENERGY INTELLIGENCE NEWS
India Mops Up Russian Barrels Despite Lower Discounts
The surge in Russian crude shipments to India has come despite narrowing discounts for Urals and could lift inflows to a record high in May.
Mon, May 12, 2025
Story 4
ENERGY INTELLIGENCE NEWS
Red Sea Traffic Remains Uncertain as Houthis and Israel Face Off
The seven-day moving average for vessels traveling through the Bab al-Mandeb Strait is down 63% versus October 2023.
Mon, May 12, 2025
Story 5
ENERGY INTELLIGENCE NEWS
Aramco Boosts Q1 Capex as Net Income Falls
First-quarter revenue rose slightly year on year on increased sales of gas, refined and chemical products, and higher traded volumes of crude oil.
Mon, May 12, 2025
In Depth
Top Story 1
NUCLEAR INTELLIGENCE WEEKLY
United States: Trump's Domestic Nuclear Energy Policy Prioritizes Deregulation
The Trump administration is resuming grant programs, cost-share awards and loan financing for nuclear power, but its biggest focus is on deregulation.
Fri, May 9, 2025
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Top Story 2, 3 & 4
ENERGY COMPASS
China's Climate Leadership
China is on a climate diplomacy charm offensive after the US abdicated its leadership role and after dominating the clean tech industry, but it faces challenges.
Thu, May 8, 2025
NATURAL GAS WEEK
Oil Market Turmoil Has Some US Producers Eyeing Gas Growth
The trend could weigh on the Permian Basin's associated gas production growth and place the impetus on Haynesville Shale gas operators to respond to rising demand.
Fri, May 9, 2025
JET FUEL INTELLIGENCE
SAF Producer Moves Plant from US to UK Amid Trump Uncertainty
Gramm has moved its Fischer-Tropsch facility from Louisiana to Barrow in the UK's northwest, citing Trump policy uncertainty and UK incentives.
Fri, May 9, 2025
Energy in the Age of Protectionism
RISK RESEARCH
Canada: Energy Sector Impacts from Election and US Trade Tensions
The Canadian Liberal Party – led by new Prime Minister Mark Carney – won last month’s elections fueled by backlash to US President Donald Trump’s trade policies and attacks on Canadian sovereignty. US trade tensions are weighing heavily on growth, with Carney likely to turn to Asia and Europe to diversify export options. Carney also gave vocal support for the hydrocarbon sector, vowing to build out new infrastructure and expedite reviews, and the prospects for new pipelines and LNG export facilities could rise. Yet, he will continue efforts to fight climate change, while the industry still faces many hurdles to build out infrastructure – including new trade war-related risks – which could dampen enthusiasm.
Thu, May 8, 2025
Read More
>
NATURAL GAS WEEK
Cheniere, Sempra Confident About Navigating Tariff Tumult
Cheniere CEO Jack Fusco acknowledged that confusion around Trump’s tariff plan had increased volatility, but his long-term view of LNG had not changed.
Fri, May 9, 2025
NATURAL GAS WEEK
US Gas Producers Downplay Impact of Trump Steel Tariffs
Gas operators expect little change in drilling and completion costs this year, with falling oil prices potentially offsetting rising materials prices.
Fri, May 9, 2025
NUCLEAR INTELLIGENCE WEEKLY
Nuclear Fuel: Brussels Proposes "Gradual Phasing Out" of Russian Imports
The European Commission’s plan to phase out Russian nuclear fuel imports will nudge nuclear utilities toward replacing Russian supply, but that effort is already under way.
Fri, May 9, 2025
ENERGY INTELLIGENCE NEWS
Global South Courts China’s Cleantech Sectors
China-US trade tensions won't have a material impact on China's cleantech sectors, experts say, thanks to growing demand from the domestic market and emerging economies.
Fri, May 9, 2025
Latest Research Reports
Latest 1
RISK RESEARCH
Canada: Energy Sector Impacts from Election and US Trade Tensions
The Canadian Liberal Party – led by new Prime Minister Mark Carney – won last month’s elections fueled by backlash to US President Donald Trump’s trade policies and attacks on Canadian sovereignty. US trade tensions are weighing heavily on growth, with Carney likely to turn to Asia and Europe to diversify export options. Carney also gave vocal support for the hydrocarbon sector, vowing to build out new infrastructure and expedite reviews, and the prospects for new pipelines and LNG export facilities could rise. Yet, he will continue efforts to fight climate change, while the industry still faces many hurdles to build out infrastructure – including new trade war-related risks – which could dampen enthusiasm.
Thu, May 8, 2025
Read More
>
Latest 4
OIL MARKETS RESEARCH
Opec-Plus Monitor: Special Update – Accelerated Unwinding Accentuates Weaker Price Outlook
Tue, May 6, 2025
OIL MARKETS RESEARCH
Weekly Monitor: Oil Market Has Enough Supply For The Demand Backdrop
Mon, Apr 28, 2025
GAS AND LNG RESEARCH
LNG Project Database, April 2025
Thu, Apr 24, 2025
RISK RESEARCH
US-Iran: Nuclear Talks Gain Momentum, But Risks Remain High
Thu, Apr 24, 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’s 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
Can the UK Clear its Power Grid Connection Logjam?
In this opinion piece, Conrad Energy’s Philip Silk discusses the significance of the UK’s recently published Planning and Infrastructure Bill.
Mon, May 12, 2025
Read More
>
WORLD ENERGY OPINION
US-Iran Tensions: Risks of War, Prospects for Peace
With global stability at stake, Washington and Tehran are moving cautiously toward negotiation amid rising nuclear risks.
Wed, May 7, 2025
WORLD ENERGY OPINION
Oil and Dollars
How will uncertainty over the dollar’s international roles interact with a growing split between US Old Energy and China New Energy?
Tue, May 6, 2025
WORLD ENERGY OPINION
Can Demand-Side Management Save the UK Grid?
The UK is racing to decarbonize its energy system, but success hinges on making electricity demand as smart and flexible as supply.
Fri, May 2, 2025
WORLD ENERGY OPINION
Navigating Turbulence: US-Saudi Nuclear Talks Progress
A fresh US-Saudi push to cooperate on developing a nuclear program in the kingdom comes amid mounting geopolitical turbulence in the region.
Tue, Apr 29, 2025
Most Read
ENERGY INTELLIGENCE NEWS
Analysis: BP Takeover Speculation Is More Than ‘Beyond Looney’
How has the once-mighty supermajor found itself in such a vulnerable position? It’s a story two decades in the making.
Mon, May 5, 2025
ENERGY INTELLIGENCE NEWS
New Players Show Interest in Trinidad Deepwater
The nation's energy ministry says it has had discussions with new and repeat players during the current bid round.
Wed, May 7, 2025
ENERGY INTELLIGENCE FINANCE
Would BP Be a Good Fit for Shell?
As one UK major is rumored to be a potential takeover target for another, ʶԳ examines whether BP's portfolio would appeal to its closest rival.
Tue, May 6, 2025
NUCLEAR INTELLIGENCE WEEKLY
United States: Trump's Domestic Nuclear Energy Policy Prioritizes Deregulation
The Trump administration is resuming grant programs, cost-share awards and loan financing for nuclear power, but its biggest focus is on deregulation.
Fri, May 9, 2025
ENERGY INTELLIGENCE NEWS
Commonwealth LNG Swaps Woodside For ‘New Asian Buyer’
Woodside has confirmed the termination of two US offtake deals with Commonwealth LNG following the recent FID of its own Louisiana LNG project.
Wed, May 7, 2025
ENERGY INTELLIGENCE NEWS
Opec-Plus Repeats Expedited Oil Output Increase for June
Compensation cuts for prior overproduction will dampen the net volumes brought to market as the group attempts to rein in pockets of noncompliance.
Mon, May 5, 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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Director, Energy Transition Research
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