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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.
Aug 2025
Failing to curb fossil fuels “may constitute an internationally wrongful act”
July highlights include the International Court of Justice’s landmark legal opinion, debate over the EU’s pledge to buy more U.S. energy, and oil companies abandoning a science-based net-zero target.
Jul 2025
War in the Middle East isn’t enough to save the industry from the threat of cheap oil
June saw turbulence in the oil and gas industry, as conflict in the Middle East sparked fears of a supply crisis before U.S. military action sent prices back on a downward path.
Jun 2025
Will OPEC end the US oil boom?
May saw a landmark German court ruling that, despite dismissing a specific case, set a precedent allowing high-emitting companies to be held liable for climate damages.
May 2025
BP’s oil problems and Exxon’s big “low carbon” spending
April’s newsletter examines tumbling oil prices and their implications for the U.S., China’s domestic production boom, BP’s challenges, and Exxon’s rise as a top spender on “low carbon” among major oil companies.
Apr 2025
Hope and hype | Standard setters | Land fights
2025 opened with bold headlines on the scale and profitability of carbon dioxide removal, with the New York Times dubbing it “the new climate gold rush”; this month examines how the market’s growth stacks up against the hype.