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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.
Hear in-depth conversations with the world’s top energy and climate leaders from government, business, academia, and civil society.
Much of the world’s attention today is understandably focused on conflict in the Middle East, and the immediate implications for energy markets and global security. But other regions...
Op-eds & Essays with Jason Bordoff • January 09, 2025
Can U.S. gas exports throw a lifeline to Europe without raising prices at home?
Europe is entering the 2026 gas injection season with its lowest level of gas in storage since 2018.
Almost 90 percent of the LNG that transited the Strait of Hormuz in 2025 was destined for Asian countries.
When the Iran War disrupted shipping through the Strait of Hormuz and tightened global gas balances, a familiar assumption quickly resurfaced: Russia, possessing the largest proven natural gas reserves in the world, would inevitably emerge as one of the principal beneficiaries.
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Op-eds & Essays with Jason Bordoff • January 09, 2025