Thought Leadership

Advancing Japan’s LNG strategy: the case for physically-delivered futures
Japan has been a major player in the global LNG market for over 50 years. Historically, long-term contracts with oil-indexed pricing and fixed destination clauses ensured stable supply but limited flexibility. As global energy dynamics shift, from the war in Ukraine to supply disruptions in the Middle East, Japan is responding with a new strategy that emphasises diversification, flexibility, and decarbonisation.

Decoding US tariffs and their impact on global energy markets
The oil market really doesn’t like tariffs. As US President Donald Trump unveiled his levies last week, Brent crude plunged almost $2 per barrel over the course of an hour. Robin MIlls analyses the challenges and opportunities arising out of new trade policies, tariffs and shifts in the global market on the energy sector.