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Energy Explained
Get the latest as our experts share their insights on global energy policy.
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.
Podcasts
Hear in-depth conversations with the world’s top energy and climate leaders from government, business, academia, and civil society.
Ian Bremmer on Navigating a Fragmenting World
The global order that shaped the past several decades is giving way to a more fragmented and uncertain world. Long-standing alliances are under strain, economic integration is giving...
News
Trump’s Tariffs Threaten Trade War with Mexico, but Natural Gas Remains Unaffected for Now
Trump's Tariffs Threaten Trade War with Mexico, but Natural Gas Remains Unaffected for Now By Christopher Lenton U.S. President-elect Trump’s social media announcement that he would impose a 25% tariff on all imports from Mexico set off a series of alarm bells in the energy sector across the integrated North American region. Mexican President Claudia
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Algeria and Libya see gains from Iran conflict but time is of essence
Algeria and Libya are working to boost oil and gas output as their long-standing efforts in this domain gain urgency amid the Iran conflict
“Everything up in the air”: LNG, the Strait of Hormuz, and Central & Eastern Europe’s energy future
"LNG shipments to Central & Eastern Europe are reliable as long as those gas markets are not overly dependent upon one supplier."
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.
Why Russia Can’t Capitalize on the Iran War’s Gas Shock
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.
