LNG
The Billion-Dollar Loophole: How Venture Global’s Legal Win Over Repsol Is Shaking the Global Energy Market
Venture Global’s arbitration win against Repsol over LNG contracts is reshaping energy trading, raising questions about contract sanctity and market ethics.
The $750 Billion Paradox: Why a Landmark US-EU Trade Deal Saw Energy Spending Fall
A landmark $750bn US-EU trade deal was meant to boost US energy sales, but spending fell 7%. We analyze why market forces defied political ambition.
Seismic Shift at BP: Meg O’Neill Takes the Helm in a Bold Move for the Energy Giant
BP has replaced CEO Murray Auchincloss with Woodside’s Meg O’Neill, signaling a major strategic pivot back towards core oil and gas operations.
Seismic Shift at BP: Why the Sudden CEO Shake-up Signals a New Era for Energy Investing
BP’s stunning CEO change, with Meg O’Neill replacing Murray Auchincloss, signals a major strategic pivot back to oil and gas. What does this mean for investors?
Nuclear Phoenix: Why Japan is Betting Its Economic Future on a Controversial Energy Comeback
Japan’s pivot back to nuclear power is a high-stakes gamble, balancing a traumatic past with the urgent need for economic stability and energy security.
The New Power Play: Why Wall Street’s Giants Are Betting Billions on Big Oil’s Infrastructure
A seismic shift is underway as financial titans like BlackRock and Apollo pour billions into Big Oil’s infrastructure, reshaping the future of energy investing.
LNG Titans at War: Venture Global Accuses Shell of a “Campaign of Sabotage”
Venture Global accuses energy giant Shell of a sabotage campaign, escalating a multi-billion-dollar dispute over LNG contracts and spot market profits.
Beyond Oil: Why Saudi Aramco’s Massive Gas Pivot is a Game-Changer for Global Finance and Energy Markets
Saudi Aramco is making a historic pivot from oil to natural gas, investing over $100B in the giant Jafurah field to meet domestic demand and reshape markets.
The Price of Green: Are EU Climate Rules on a Collision Course with Energy Security?
EU’s 2027 methane rules pit climate goals against energy security, threatening to divert vital gas supplies and roil financial markets. What does this mean?
The $30 Billion Silence: Why Exxon’s Canceled Briefing in Mozambique Spells Trouble for Global Energy Investing
Exxon’s canceled briefing on its $30B Mozambique project signals deep trouble. We unpack the financial risks, geopolitical stakes, and what it means for investors.
The Billion-Dollar Standoff: Inside Venture Global’s High-Stakes Clash with its Biggest LNG Clients
A U.S. LNG exporter faces a standoff with clients like Shell and BP, testing the limits of contracts and trust in the multi-trillion-dollar energy market.
The New Energy Gold Rush: How US Shale Gas is Reshaping Global Finance and Investment
The U.S. shale gas boom, unlocked by policy changes, has transformed global energy markets, creating a new frontier for finance, investing, and geopolitics.