Thought Leadership
Supermajors are channelling bumper profits toward natural gas and technology
Windfall profits in the wake of the Iran war are reshaping investment strategies among the supermajors, driving renewed focus on geographic diversification, natural gas, and operational efficiency technologies. In his latest column, Gaurav Sharma examines how the industry is deploying capital in response to heightened geopolitical risk and market volatility.
The Ras Laffan reckoning: the reshuffling of the global LNG map
In his latest column, Robin Mills examines the impact of recent attacks on Qatar’s LNG infrastructure and the temporary closure of the Strait of Hormuz on global gas markets. The developments come at a critical moment for LNG supply growth, with implications for prices, project timelines, and longer-term market dynamics.
