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Middle East War Could Push West Canada’s LNG Projects Forward

The war in the Middle East and the halt of about 20% of global LNG trade flows are strengthening the case for increased LNG exports out of Western Canada. The political stability and the proximity to Asian markets make Canada’s Pacific Coast the perfect source of additional LNG supply to ease the... Далее

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Gas Crisis Dwarfs Oil Shock as LNG Supply Breaks

Until less than a month ago, most energy analysts were warning about a glut in oil and a likely glut in LNG as new capacity came online in the United States. Glut was the word that described global energy market fundamentals. Then the U.S. and Israeli strikes on Iran on February 28 changed... Далее

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The Grid Is Losing Its Biggest New Customer

The New York Times story headlined, “Why Tech Giants are Ditching the Grid.” Perhaps it should have had a subtitle, “ Why that is so important to everyone else who takes electricity.” We have argued that AI centers should be kept off the grid because they will put burdens on all other grid... Далее

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India Races to Secure Central Asia as Pakistan Expands Its Reach

In the wake of recent efforts by Central Asian leaders to open new trade routes to Pakistan, India is stepping up its diplomatic engagement with regional governments. Trade volume between India and the five Central Asian states totaled close to $2.5 billion in 2025, roughly triple that of Pakistan.... Далее

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China's Top Shipper Resumes Middle East Trips Amid Iran Ceasefire Talks

COSCO Shipping Lines, China's largest shipping company, has officially resumed new booking services for container shipments from the Far East to several key Middle Eastern destinations, with the United States and Iran currently engaged in ceasefire talks, despite statements by Tehran that the U.S.... Далее