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Energy in the Age of Protectionism
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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
NATURAL GAS WEEK
Cheniere, Sempra Confident About Navigating Tariff Tumult
Cheniere CEO Jack Fusco acknowledged that confusion around Trump鈥檚 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鈥檚 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鈥檚 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
PETROLEUM INTELLIGENCE WEEKLY
Headline-Driven Markets a Headache for Oil Traders
Increased market uncertainty has made profiting from speculative oil trading extremely difficult lately, prompting some frustrated players to exit the space entirely.
Thu, May 8, 2025
PETROLEUM INTELLIGENCE WEEKLY
China鈥檚 Cleantech Sectors Set to Weather US Trade War
Tariffs will sting some battery and solar manufacturers, but emerging markets outside the US could soak up some Chinese supply.
Thu, May 8, 2025
ENERGY INTELLIGENCE NEWS
US Ethanol Exports Key to UK Trade Deal
US President Donald Trump announced a trade deal with the UK on Thursday that includes greater access for US ethanol in the UK market.
Thu, May 8, 2025
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
ENERGY COMPASS
Canada's Liberal Pivot, Romania's Hard-Right Lurch
The elections held in Canada and Romania in recent weeks 鈥� two Nato countries facing very different challenges 鈥� delivered very different outcomes.
Thu, May 8, 2025
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