Ron Bousso

Soaring U.S. natural gas prices are eroding profit margins for the nation's LNG producers, a trend that could deepen in the coming years, forcing exports to drop as global competition heats up.

Changes OPEC+ is making to its oil production quota system will likely spark a wave of upstream investments among members, particularly in low-cost Gulf producers, diminishing concerns of long-term supply shortages.

European countries are loosening their strict opposition to new oil and gas drilling, reversing years of climate-driven resistance to fossil fuels as governments seek to reduce a heavy reliance on costly energy imports, including from the U.S.

Europe’s gas market is far calmer today after years of turmoil that saw the region swap Russian supplies for liquefied natural gas (LNG) imports, a strategy that is unlikely to change even if U.S. President Donald Trump brokers a peace deal in Ukraine.

Oil prices eased on hopes for a U.S.-brokered Ukraine ceasefire, but diesel spreads remain stubbornly high as the war keeps global supplies squeezed with little sign of relief.

Stalled climate negotiations at COP30 and stubbornly high fossil fuel demand reflect the growing market consensus that the energy transition has slowed. But the risk now is that investors lose faith in a green shift that is continuing to move in one direction.

France’s TotalEnergies is betting big on power and renewables, positioning itself to ride the global electricity demand wave and offer investors a clear alternative to rivals doubling down on oil and gas.

As COP30 kicks off its second week in Brazil, much has changed since the landmark Paris climate agreement was penned 10 years ago.

When warnings abound about an imminent collapse in oil prices, one would not expect the CEO of a major oil company to boast that he has never been more confident.

The International Energy Agency’s latest outlook signals that oil demand may continue rising into 2050, a sharp shift from its previous reports and a stark reminder of how dominant black gold remains in the global economy.

Oil prices have oscillated in a relatively narrow range of $60 to $70 a barrel in recent months, reflecting both warnings over rising oil supplies as well as concerns about trade wars and geopolitical conflicts.

Top Western oil companies are enjoying a windfall from the expanding attacks on Russia's oil industry – both literal and economic – that have boosted global refining profit margins and mitigated concerns over a looming supply glut.

A new wave of Western sanctions on Russia’s oil industry has roiled the diesel market, sending refining margins soaring, but global supplies are unlikely to be severely disrupted for long.

Saudi Arabia is caught between Donald Trump and a hard place, as the U.S. president’s latest oil sanctions on Russia force Riyadh to weigh competing geopolitical and economic priorities.

U.S. President Donald Trump imposed sanctions on Russia's two largest oil companies, marking a significant escalation in his efforts to starve Moscow of vital revenue to fund its war in Ukraine.

European governments seeking to expand offshore wind power are increasingly wary of Chinese companies’ involvement. Countering China’s dominance will be time-consuming and expensive, but political pressure and national security concerns may give the region little choice.

Global oil prices are signalling that the market is tipping into a protracted period of oversupply, but the huge disparity in forecasts for OPEC’s production will likely limit the selloff.

Donald Trump is putting more pressure on India to slash its Russian oil purchases. This could deprive Moscow of vital revenue, but it will mostly just push more Russian oil into an increasingly large shadow market.

The International Energy Agency continues to forecast a significant supply glut in the oil market, but uncertainty over the whereabouts of almost 1.5 million barrels per day of crude oil is throwing this projection into doubt.

The recent surge in suspected Russian "hybrid warfare" incidents across Europe has put governments on high alert, raising questions about the vulnerability of the region’s energy infrastructure as the continent enters the critical winter heating season.