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Energy Explained
Get the latest as our experts share their insights on global energy policy.
How the Next Round of US Tariffs Could Shape Global Energy and Industrial Value Chains
In March 2026, the Office of the US Trade Representative (USTR) announced it was investigating "structural excess capacity and production in manufacturing sectors" in 16 economies.
Podcasts
Hear in-depth conversations with the world’s top energy and climate leaders from government, business, academia, and civil society.
Jessica Uhl on the Fractured Energy Transition: Why Speed Matters Now
The clean energy transition had real momentum at the end of 2024. It was buoyed by federal support, billions of dollars of investment in new technologies, and broad...
News
Avec des stocks au plus bas, les inquiétudes montent sur le gaz naturel européen… Mais pour 2026
Baisse des stocks, températures froides, arrêt des exportations russes par gazoduc… Plusieurs chocs simultanés ressuscitent les...-Gaz naturel
Related
More News
The market outlook for gas and LNG in Asia
Natural gas and LNG play a pivotal role in the global energy mix, making them crucial tools in addressing supply-demand imbalances. Recent disruptions in the
Med route loss adds weeks to Russian LNG exports, hits earnings
Ships departing from LNG export hubs in western Russia have taken the long-haul route to Asia via the Cape of Good Hope – adding up to two weeks to the journey – since a purported attack by unmanned Ukrainian boats on the Russia-linked Arctic Metagaz vessel on 3 March. Over the past
Med Route Loss Adds Weeks to Russian LNG Exports, Hits Earnings
Ships departing from LNG export hubs in western Russia have taken the long-haul route to Asia via the Cape of Good Hope – adding up to two weeks to the journey – since a purported attack by unmanned Ukrainian boats on the Russia-linked Arctic Metagaz vessel on 3 March. Over the past
Relevant
Publications
European Gas Storage: The World’s Winter Buffer Is Dwindling
Europe is entering the 2026 gas injection season with its lowest level of gas in storage since 2018.
Asia’s Gas Shock Playbook: Coal, Curtailment, and Competing for LNG
Almost 90 percent of the LNG that transited the Strait of Hormuz in 2025 was destined for Asian countries.
