NEWS & ANALYSIS

Analysis of the 1970s shows demand destruction through a combination of slower economic growth, fuel switching and improved efficiency — with some impacts lasting much longer than others.

The war in the Mideast Gulf is exposing the risks of import dependence in one of the world's fastest-growing demand centers.

In this interview, Ashish Khanna, CEO of India's Adani Green Energy, shares the company's keys to the scalability of renewables — the importance of which has been underscored by volatile world events.

Oil remains highly volatile, with prices swinging sharply in response to the latest headlines about the fragile ceasefire agreed to by the US and Iran.

Occidental Petroleum and partner Chevron have a handful of production facilities near the discovery at the Bandit prospect that they could connect it to.

The White House’s proposed budget for fiscal year 2027 advances its "energy dominance" policy agenda while further diminishing clean energy and climate programs.

Arpa-E said it plans to invest $135 million in fusion technology over the next 18 months, although industry says much more is needed.

Most welcomed the ceasefire, but the temporary pause in fighting has done little to ease fears over access to the Strait of Hormuz.

Energean is restarting production at the 2 Tcf Karish gas field, having suspended operations in late February as the latest Mideast war began.

Despite the disruption of their Mideast operations, Exxon and Shell flagged substantial positive impacts for their respective upstream earnings.

A US-Iran ceasefire could reopen the Strait of Hormuz, but the energy shock has already spread to food, industry and transport, with effects that will linger.

However quickly flows resume, a return to the status quo ante in the Strait of Hormuz is hard to envisage, with Iran likely to exploit its newfound leverage.

The Trump administration increasingly looks like a force of global disorder as the Iran war causes energy shocks with no clear end in sight.

Chevron and BP's LNG businesses have less short-term exposure to the Mideast war than their peers — and both have Atlantic Basin volumes that could find buyers.

Even if the US-Iran ceasefire lasts for a full two weeks, it will not be enough time for tankers waiting in the Strait of Hormuz to exit the waterway.

Increased interest in solar, batteries and EVs is offering China's overcrowded cleantech factories exactly what they needed: a surge in global demand.

With a fragile halt to hostilities in the Gulf, the big questions now are whether it will hold and what it means for the unprecedented supply chain bottleneck.