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Apr 2026
The great oil and gas reckoning of 2026
We are now in the midst of the biggest oil shock in history. The crisis has laid bare the fragility of fossil fuel supply chains and how vulnerable most countries are to disruptions.
Mar 2026
The chaos economy
February 2026 saw Middle East tensions spike as US-Iran conflict disrupted oil and gas supply, sending prices soaring.
Feb 2026
New dealer, same problems
January's news roundup focuses on the geopolitical implications of supply and demand dynamics, raising concerns in Europe over its continued dependence on gas imports, while US ambitions for more drilling are threatened by persistent oversupplies.
Jan 2026
Fossils fuel instability
The first newsletter of 2026 covers the implications of the US capture of the Venezuelan president and ambitions for the country's oil industry, as well as a roundup of the news from December.
Dec 2025
World energy ice creams
The final newsletter of 2025 wraps up the biggest news from November, including COP's outcome, the release of the IEA's WEO report, Chinese demand, and policy moves in the US, UK and Canada.
Nov 2025
90 billion dollars of LNG with no buyers?
This month is a bumper edition of the newsletter, rounding up the biggest stories covering oil and gas in the energy transition from September and October.