Events
Email Briefings
Home
Politics
Business
Technology
Energy
Gulf
China
Africa
Security
Media
CEO Signal
Semafor World Economy
Events
Email Briefings
Shows
About
Speakers Bureau
Careers
Privacy
© 2026 Semafor Inc.
Home
Politics
Business
Technology
Energy
Gulf
China
Africa
Security
Media
CEO Signal
Semafor World Economy
Events
Email Briefings
Shows
About
Speaker Bureau
Careers
Privacy
© 2026 Semafor Inc.
D.C.
BXL
Lagos
Riyadh
Beijing
SG
Events
Email Briefings
Intelligence for the New World Economy
D.C.
BXL
Lagos
Riyadh
Beijing
SG
Intelligence for the New World Economy
Home
Politics
Business
Technology
Energy
Gulf
China
Africa
Security
Media
CEO Signal
Semafor World Economy
Events
Email Briefings
Shows
About
Speakers Bureau
Careers
Privacy
© 2026 Semafor Inc.
Home
Politics
Business
Technology
Energy
Gulf
China
Africa
Security
Media
CEO Signal
Semafor World Economy
Semafor Energy
🟡 Semafor Energy: LNG dominance
Why US gas exporters are the biggest winners of the Iran war, Fatih Birol on energy security in a ‘low-trust world,’ and the latest on US sanctions on Russian fossil fuel exports.
→
Sign up for Semafor Energy:
The nexus of politics, tech, and energy.
Email address
Sign Up
US DOE pushes for greater propane exports to Africa
As the administration pulls back on humanitarian aid, Energy Secretary Chris Wright is boosting a more transactional approach to fighting energy poverty.
Thomas Mukoya/Reuters
Iran threatens Red Sea gateway as US launches more strikes
Tehran told the Houthis in Yemen to shut down a key oil route through the Red Sea if the US targets Iranian power infrastructure, a report said.
Reuters
Depleted stockpiles stoke global oil supply anxiety
Energy markets had some slack to absorb the first shock, but renewed fighting jeopardizes oil shipments.
Kim Soo-hyeon/Reuters
Asian buyers cool on Gulf LNG
Around 83% of the Gulf’s LNG exports head to Asia, but the Iran war is changing dynamics, prompting importers to cut demand, switch to other suppliers, or turn to other fuels.
QatarEnergy’s liquefied natural gas production facilities. Stringer/Reuters.
OPEC trims oil demand forecast
The producer group cut its growth forecast for world oil demand this year by 20% — its third straight downward revision.
Maxim Shemetov/File Photo/Reuters
Global market faces LNG glut, while US forecasts shortfall
The world is facing an LNG surplus that analysts predict could reach more than 100 million tons by 2031.
Ann Wang/Reuters
Permitting major obstacle to energy infrastructure buildout
The issue is “most acute” in the US, JP Morgan says, but can also be seen in lengthening construction timelines in Australia, Canada, Germany, and the UK.
Russia bans diesel exports as fuel crisis deepens
Ukrainian strikes on refineries have led to the worst fuel shortages since the fall of the Soviet Union.
Saudi Arabia slashes main crude oil price for Asian customers
Despite the discount, Asian buyers said Saudi supplies were still more expensive than those from other regional producers.
US heat wave strains grid
A heat wave gripping the US this week is putting pressure on an already-strained energy grid.
Russia faces growing fuel shortage
President Vladimir Putin acknowledged this week that Ukrainian drone attacks on Russian refineries had triggered fuel shortages, but downplayed the severity of a crisis.
Renewed oil flows give US leverage
The future of the Strait of Hormuz is hanging over the indirect talks in Qatar this week.
Russia imports gas from India
The shipments mark a shift in the countries’ energy dynamic.
Amazon’s rising carbon footprint ‘not a one-year story,’ CSO says
Despite the bump, the company remains confident it can hit its goal of becoming carbon neutral by 2040, the head of sustainability told Semafor.
China faces major emissions dilemma in steel sector
Steelmakers must decide whether to stick to traditional methods to reline their blast furnaces, or switch to new low-emissions technologies.
As Hormuz opens, oil markets are awash in supply
The sudden gut in crude markets has pushed prices to their lowest level since the US-Iran war began.
Iran says no high-level US talks planned
Iran contradicted the US’ assertion that the countries plan to hold high-level talks in Qatar on Tuesday to shore up their shaky ceasefire.
US nuclear firm aims to get UAE plans back on track
Nano Nuclear is also in talks to get investment from an Abu Dhabi state-linked firm to fund expansion.