Catch up on the week's position-shaping stories

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Methane Emissions

• IEA warns EU methane law could limit bloc's oil supply options (Reuters, July 14)

• EU to Delay by Three Years Methane Rules Penalties on Importers (Bloomberg, July 17)

Iran

• US launches air strikes as Iran targets tankers with cruise missiles (Financial Times, July 13)

• Oil prices jump as US and Iran step up tit-for-tat strikes (Financial Times, July 13)

• The Oil Market Absorbed the War Shock, but Buffers Are Running Low (imf.org, July 15)

• IEA Boss Warns Global Economy in Peril If Hormuz Crisis Persists (Bloomberg, July 16)

• The US Blockade Is Forcing Iran’s Energy Tankers to Zig-Zag and U-Turn (Bloomberg, July 17)

• US strikes Iran after American troops killed in Jordan (Financial Times, July 18)

• US-Iran Attacks Escalate as Strikes Kill Two American Troops (Bloomberg, July 19)

New Map

• Asian Oil Buyers Look to US Crude Again as Iran War Intensifies (Bloomberg, July 14)

• US Backs Iraq-Syria Oil Pipeline to Weaken Iran’s Hormuz Hold (Bloomberg, July 14)

• The push to bypass the Strait of Hormuz (Axios, July 14)

• China’s oil fortress will reshape the global order (Reuters, July 16)

• Narendra Modi steps up India’s hunt for uranium and critical minerals (Financial Times, July 17)

Russia

• Iran Isn't the Only Conflict Vexing the Oil Market (Bloomberg, July 13)

• Deutsche Bank and UniCredit sue Linde over Russia sanctions losses (Financial Times, July 13)

• EU buys record amount of gas from Russia’s flagship plant (Financial Times, July 13)

• Russia’s Afipsky Refinery On Fire as Kyiv, Moscow Trade Attacks (Bloomberg, July 14)

• Exxon-chartered oil tanker attacked by drones near Black Sea terminal (Reuters, July 17)

China

• Cutting China reliance would cost the west $23tn, research suggests (Financial Times, July 13)

• China and the new era of critical minerals diplomacy (Financial Times, July 15)

• China’s economy grows at one of lowest rates in decades (Financial Times, July 15)

Deals

• Shell sells Indian wind and solar business for $1.8bn (Financial Times, July 13)

• Chevron to sign MOUs with Iraq for West Qurna 2 and Nassiriya oilfields (Reuters, July 16)

• Western oil companies see 'fantastic' future in Iraq, sign agreements (Reuters, July 17)

Electricity

• Huawei's $11 Billion Clean Energy Empire Is Opening New Markets (Bloomberg, July 14)

• Solar Is Sending European Power Prices on a Roller-Coaster (Bloomberg, July 15)

• Britain’s system for avoiding electricity blackouts faces scrutiny (Financial Times, July 18)

Policy and Regulation

• EU drafts plan to double electrification rate, cut oil and gas use (Reuters, July 16)

• EU Plans Softer Carbon Curbs, Longer Free Permits Phaseout (Bloomberg, July 17)

• EU to give industry more time to pollute and more funds to clean up (Financial Times, July 17)

AI and Data Centres

• Google backs major US solar project to offset fossil fuel emissions (Financial Times, July 14)

• N.Y. Gov. Kathy Hochul signs data center moratorium executive order (Axios, July 14)

Gas and LNG

• Cars Powered by Cow Dung Show India a Way to Ease Fuel Crunch (Bloomberg, July 15)

• TotalEnergies Flags Strong Oil Trading as Iran War Roils Market (Bloomberg, July 16)

Other Energy Context Stories

Capital

• Energy IPOs surge as investors hunt for ways to play AI boom (Financial Times, July 16)

Emissions and Climate

• Fragmentation and Fires Are Threatening the World’s Last Intact Forests (wri.org, July 13)

Minerals

• China Expands Strategic Mineral Toolkit With New Investment Firm (Bloomberg, July 13)

Transition

• BP Flags $1 Billion Writedown From Gas and Low Carbon Business (Bloomberg, July 14)

Upstream

• US energy firms boost rig count to highest since April 2025, Baker Hughes says (Reuters, July 17)

SOURCES

Axios, Bloomberg, Financial Times, IMF, Reuters, World Resources Institute

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